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Starbucks
SBUX

Overview Fund Activity

2,375 hedge funds and large institutions have $81.8B invested in Starbucks in 2024 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 779 increasing their positions, 1,077 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,375
Holders Change
+62
Holders Change %
+2.68%
% of All Funds
31.61%
Holding in Top 10
26
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-23.53%
% of All Funds
0.35%
New
271
Increased
779
Reduced
1,077
Closed
168
Calls
$3.89B
Puts
$2.91B
Net Calls
+$975M
Net Calls Change
+$234M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$837M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$488M
3
Citadel Advisors
Citadel Advisors
Florida
+$434M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$336M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$325M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$409M
2
Bank of America
Bank of America
North Carolina
-$390M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$359M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
-$330M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$300M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
2301
Family CFO
California
$10.5K – – –
IA
2302
IFS Advisors
Kansas
$10.2K – – –
WA
2303
WPG Advisers
Maryland
$10.2K +$10.2K +112 New
NWM
2304
Navigoe Wealth Management
California
$10K +$10K +120 New
AA
2305
Addison Advisors
Vermont
$9.76K – – –
FFA
2306
Frazier Financial Advisors
Ohio
$9.15K +$453 +5 +5%
VWA
2307
Valued Wealth Advisors
Utah
$9.03K +$274 +3 +3%
KFP
2308
Keener Financial Planning
Texas
$9K – – –
GWSA
2309
Global Wealth Strategies & Associates
Colorado
$8.85K – – –
FG
2310
Fairman Group
Pennsylvania
$8.4K -$913 -10 -10%
PWM
2311
Parkworth Wealth Management
California
$8.34K +$8.34K +92 New
CAM
2312
Costello Asset Management
Pennsylvania
$8.21K -$3M -32,849 -100%
SGC
2313
Slocum, Gordon & Co
Rhode Island
$8.03K – – –
EFMH
2314
E Fund Management (HK)
Hong Kong
$8K +$6.15K +70 +333%
NWM
2315
Nova Wealth Management
Florida
$7.48K +$7.48K +82 New
MAM
2316
Marquette Asset Management
Minnesota
$7.3K – – –
FFL
2317
Financial Freedom LLC
Ohio
$7.19K – – –
SRCM
2318
Signature Resources Capital Management
California
$6.84K – – –
SNB
2319
Security National Bank
Nebraska
$6.84K +$6.84K +75 New
IMC
2320
Investment Management Corporation
Virginia
$6.69K +$6.69K +73 New
WBC
2321
West Branch Capital
Massachusetts
$6.48K +$4.93K +54 +318%
MSFP
2322
Mark Sheptoff Financial Planning
Connecticut
$6.3K – – –
SC
2323
Steph & Co
Wisconsin
$6.11K – – –
1L
2324
10Elms LLP
Oklahoma
$6.11K +$6.11K +67 New
TFM
2325
TFC Financial Management
Massachusetts
$5.95K – – –
91 92
93
94 95