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2,402 hedge funds and large institutions have $90.4B invested in Starbucks in 2025 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 862 increasing their positions, 1,062 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $3.21B | Put options by funds: $2.37B

26% more first-time investments, than exits

New positions opened: 201 | Existing positions closed: 160

10% more capital invested

Capital invested by funds: $81.9B → $90.4B (+$8.5B)

3.39% more ownership

Funds ownership: 77.85%81.24% (+3.4%)

0% less funds holding

Funds holding: 2,4032,402 (-1)

4% less funds holding in top 10

Funds holding in top 10: 2625 (-1)

19% less repeat investments, than reductions

Existing positions increased: 862 | Existing positions reduced: 1,062

Holders
2,402
Holders Change
-1
Holders Change %
-0.04%
% of All Funds
32.2%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.34%
New
201
Increased
862
Reduced
1,062
Closed
160
Calls
$3.21B
Puts
$2.37B
Net Calls
+$841M
Net Calls Change
-$134M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
2326
Frazier Financial Advisors
Ohio
$9.91K
SC
2327
Swan Capital
Florida
$9.81K +$10.3K +100 New
VWA
2328
Valued Wealth Advisors
Utah
$9.69K
GWSA
2329
Global Wealth Strategies & Associates
Colorado
$9.52K
MAM
2330
Marquette Asset Management
Minnesota
$9.32K +$1.55K +15 +19%
KFP
2331
Keener Financial Planning
Texas
$9K
FIA
2332
FNY Investment Advisers
New York
$9K +$9.61K +93 New
PA
2333
Pineridge Advisors
Missouri
$8.93K -$9.92K -96 -51%
TWD
2334
True Wealth Design
Ohio
$8.76K +$5.48K +53 +147%
SGC
2335
Slocum, Gordon & Co
Rhode Island
$8.63K
CAC
2336
Core Alternative Capital
Georgia
$8.47K -$2.22M -21,464 -100%
PCM
2337
Penserra Capital Management
California
$8K -$297K -2,871 -97%
AWM
2338
Accredited Wealth Management
Kentucky
$7.85K -$42.1K -407 -84%
RWA
2339
Redmont Wealth Advisors
Illinois
$7.75K +$8.17K +79 New
FFL
2340
Financial Freedom LLC
Ohio
$7.73K
MAFA
2341
MJT & Associates Financial Advisory
Minnesota
$7.65K +$8.06K +78 New
FG
2342
Fairman Group
Pennsylvania
$7.49K -$930 -9 -10%
SRCM
2343
Signature Resources Capital Management
California
$7.36K
CIAM
2344
Caitong International Asset Management
Hong Kong
$7.36K +$7.75K +75 New
CNBT
2345
Cornerstone National Bank & Trust
Illinois
$7.26K -$1.03K -10 -12%
T
2346
Transce3nd
Texas
$7.24K -$12.2K -118 -61%
IMC
2347
Investment Management Corporation
Virginia
$7.23K +$103 +1 +1%
BWM
2348
Bernard Wealth Management
Michigan
$6.96K +$2.17K +21 +42%
MSFP
2349
Mark Sheptoff Financial Planning
Connecticut
$6.77K
1L
2350
10Elms LLP
Oklahoma
$6.57K

SBUX Hedge Fund Activity: Q1 2025 in Review

2,402 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q1 2025, worth a combined $90.4B — up 10% from $81.9B a quarter earlier.

Buyers outnumbered sellers: 201 funds opened new SBUX positions and 160 closed out — a net gain of 41 holders — while 862 added to existing stakes and 1,062 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $3.07B. The largest seller was Citadel Advisors, cutting an estimated $508M.

  • 2,402 institutional investors held Starbucks (SBUX) as of Q1 2025, down from 2,403 in Q4 2024.
  • Funds reported $90.4B of Starbucks stock for Q1 2025, up 10% quarter-over-quarter.
  • 201 funds opened new Starbucks positions in Q1 2025 and 160 closed out, a net change of +41 holders.
  • The largest Starbucks buyer in Q1 2025 was Capital Research Global Investors, an estimated $3.07B added.
  • The largest Starbucks seller in Q1 2025 was Citadel Advisors, an estimated $508M sold.

Based on aggregated 13F filings for Q1 2025.