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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
IA
2326
IFS Advisors
Kansas
$10.2K
WA
2327
WPG Advisers
Maryland
$10.2K +$10.8K +112 New
NWM
2328
Navigoe Wealth Management
California
$10K +$11.6K +120 New
AA
2329
Addison Advisors
Vermont
$9.76K
FFA
2330
Frazier Financial Advisors
Ohio
$9.15K +$484 +5 +5%
VWA
2331
Valued Wealth Advisors
Utah
$9.03K +$290 +3 +3%
KFP
2332
Keener Financial Planning
Texas
$9K
GWSA
2333
Global Wealth Strategies & Associates
Colorado
$8.85K
FG
2334
Fairman Group
Pennsylvania
$8.4K -$967 -10 -10%
PWM
2335
Parkworth Wealth Management
California
$8.34K +$8.9K +92 New
CAM
2336
Costello Asset Management
Pennsylvania
$8.21K -$3.18M -32,849 -100%
SGC
2337
Slocum, Gordon & Co
Rhode Island
$8.03K
EFMH
2338
E Fund Management (HK)
Hong Kong
$8K +$6.77K +70 +333%
CNBT
2339
Cornerstone National Bank & Trust
Illinois
$7.67K
NWM
2340
Nova Wealth Management
Florida
$7.48K +$7.93K +82 New
MAM
2341
Marquette Asset Management
Minnesota
$7.3K
FFL
2342
Financial Freedom LLC
Ohio
$7.19K
SRCM
2343
Signature Resources Capital Management
California
$6.84K
SNB
2344
Security National Bank
Nebraska
$6.84K +$7.26K +75 New
IMC
2345
Investment Management Corporation
Virginia
$6.69K +$7.06K +73 New
WBC
2346
West Branch Capital
Massachusetts
$6.48K +$5.22K +54 +318%
MSFP
2347
Mark Sheptoff Financial Planning
Connecticut
$6.3K
SC
2348
Steph & Co
Wisconsin
$6.11K
1L
2349
10Elms LLP
Oklahoma
$6.11K +$6.48K +67 New
TFM
2350
TFC Financial Management
Massachusetts
$5.95K

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.