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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
31.62%
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
$5.01B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.29B
3
Citadel Advisors
Citadel Advisors
Florida
$449M
4
Viking Global Investors
Viking Global Investors
Connecticut
$488M
5
Capital Research Global Investors
Capital Research Global Investors
California
$519M

Top Sellers

1
DZ Bank
DZ Bank
Germany
$31.6M
2
Bank of America
Bank of America
North Carolina
$1.49B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.3B
4
Winslow Capital Management
Winslow Capital Management
Minnesota
$240K
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.41B
Name Holding Trade Value Shares
Change 		Shares
Change %
DPW
2326
DiNuzzo Private Wealth
Pennsylvania
$5.93K +$730 +8 +14%
CPL
2327
Capital & Planning LLC
Georgia
$5.84K +$5.84K +64 New
PCWA
2328
Pacific Capital Wealth Advisors
California
$5.57K – – –
RWM
2329
Ruedi Wealth Management
Illinois
$5.48K – – –
WCM
2330
Westend Capital Management
California
$5.11K – – –
HB
2331
Horizon Bancorp
Indiana
$5K – – –
CFS
2332
Compass Financial Services
Iowa
$4.96K +$4.96K +54 New
TCM
2333
Tributary Capital Management
Nebraska
$4.75K – – –
MAM
2334
Morse Asset Management
Connecticut
$4.66K – – –
TWM
2335
TLW Wealth Management
Florida
$4.65K -$3.74M -40,951 -100%
JFG
2336
JDM Financial Group
Texas
$4.56K -$730 -8 -14%
AEPWM
2337
Atlantic Edge Private Wealth Management
Florida
$4.56K – – –
BWM
2338
Bernard Wealth Management
Michigan
$4.56K +$4.56K +50 New
HFM
2339
Hartford Financial Management
Connecticut
$3.83K – – –
FIM
2340
FWL Investment Management
Texas
$3.65K -$11.9K -130 -76%
CAM
2341
Creekmur Asset Management
Illinois
$3.65K -$3.29K -36 -47%
NI
2342
NCP Inc
California
$3.35K – – –
TWD
2343
True Wealth Design
Ohio
$3.31K +$1.1K +12 +50%
NC
2344
NewSquare Capital
Pennsylvania
$3.29K +$3.29K +36 New
PS
2345
PayPay Securities
Japan
$3.19K +$639 +7 +25%
HIW
2346
Holos Integrated Wealth
Pennsylvania
$3.1K +$3.1K +34 New
MA
2347
Modus Advisors
Minnesota
$2.74K +$2.74K +30 New
PWA
2348
Principia Wealth Advisory
Texas
$2.65K +$2.65K +29 New
SC
2349
Stance Capital
Massachusetts
$2.56K +$2.56K +28 New
BBPWM
2350
Blue Bell Private Wealth Management
Pennsylvania
$2.25K -$46.5K -517 -95%
92 93
94
95 96