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2,402 hedge funds and large institutions have $81.9B invested in Starbucks in 2024 Q4 according to their latest regulatory filings, with 280 funds opening new positions, 788 increasing their positions, 1,081 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 280 | Existing positions closed: 168

33% more call options, than puts

Call options by funds: $3.89B | Put options by funds: $2.91B

3% more funds holding

Funds holding: 2,3312,402 (+71)

0.78% more ownership

Funds ownership: 77.07%77.85% (+0.78%)

4% less capital invested

Capital invested by funds: $85B → $81.9B (-$3.06B)

24% less funds holding in top 10

Funds holding in top 10: 3426 (-8)

27% less repeat investments, than reductions

Existing positions increased: 788 | Existing positions reduced: 1,081

Holders
2,402
Holders Change
+71
Holders Change %
+3.05%
% of All Funds
31.64%
Holding in Top 10
26
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-23.53%
% of All Funds
0.34%
New
280
Increased
788
Reduced
1,081
Closed
168
Calls
$3.89B
Puts
$2.91B
Net Calls
+$975M
Net Calls Change
+$232M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
2301
MidAtlantic Capital Management
Virginia
$17.3K
PA
2302
Pineridge Advisors
Missouri
$17K +$9.38K +97 +108%
AWM
2303
Activest Wealth Management
Florida
$17K +$4.84K +50 +37%
RCM
2304
Richardson Capital Management
Wisconsin
$16.9K -$4.74K -49 -21%
WA
2305
Whipplewood Advisors
Colorado
$16.8K +$17.8K +184 New
SC
2306
Stephens Consulting
Michigan
$16K
SWM
2307
Sanctuary Wealth Management
Idaho
$14.7K -$6.58K -68 -30%
FP
2308
Financial Perspectives
Minnesota
$14.5K +$4.16K +43 +37%
BSB
2309
Bangor Savings Bank
Maine
$14.4K
MAS
2310
MPWM Advisory Solutions
Georgia
$14.4K +$15.3K +158 New
SIM
2311
Synergy Investment Management
Florida
$14.1K +$15K +155 New
CP
2312
Castleview Partners
Texas
$13.9K -$1.94K -20 -12%
FFWM
2313
Future Financial Wealth Management
Ohio
$13.7K
MSG
2314
Main Street Group
Virginia
$12.8K
PCM
2315
Perritt Capital Management
Illinois
$12.2K
EWM
2316
Evermay Wealth Management
Virginia
$12.1K -$6.19K -64 -32%
LJHT
2317
Laurie J. Hall Trustee
$12K -$1.45K -15 -10%
CFFP
2318
Center for Financial Planning
Michigan
$12K
CIAS
2319
CBIZ Investment Advisory Services
Ohio
$11.6K +$1.94K +20 +19%
CTWM
2320
Cherry Tree Wealth Management
Minnesota
$11.5K
HFS
2321
Horizon Financial Services
North Carolina
$11.4K
NA
2322
Nordwand Advisors
Pennsylvania
$11.3K
JGIA
2323
Jackson Grant Investment Advisers
Connecticut
$10.9K
GA
2324
GoalVest Advisory
New York
$10.7K +$967 +10 +9%
FC
2325
Family CFO
California
$10.5K

SBUX Hedge Fund Activity: Q4 2024 in Review

2,402 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q4 2024, worth a combined $81.9B — down 3.6% from $85B a quarter earlier.

Buyers outnumbered sellers: 280 funds opened new SBUX positions and 168 closed out — a net gain of 112 holders — while 788 added to existing stakes and 1,081 trimmed.

The largest buyer was Capital World Investors, adding an estimated $888M. The largest seller was DZ Bank, cutting an estimated $434M.

  • 2,402 institutional investors held Starbucks (SBUX) as of Q4 2024, up from 2,331 in Q3 2024.
  • Funds reported $81.9B of Starbucks stock for Q4 2024, down 3.6% quarter-over-quarter.
  • 280 funds opened new Starbucks positions in Q4 2024 and 168 closed out, a net change of +112 holders.
  • The largest Starbucks buyer in Q4 2024 was Capital World Investors, an estimated $888M added.
  • The largest Starbucks seller in Q4 2024 was DZ Bank, an estimated $434M sold.

Based on aggregated 13F filings for Q4 2024.