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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
DPW
2351
DiNuzzo Private Wealth
Pennsylvania
$5.93K +$774 +8 +14%
CPL
2352
Capital & Planning LLC
Georgia
$5.84K +$6.19K +64 New
PCWA
2353
Pacific Capital Wealth Advisors
California
$5.57K
RWM
2354
Ruedi Wealth Management
Illinois
$5.47K
WCM
2355
Westend Capital Management
California
$5.11K
HB
2356
Horizon Bancorp
Indiana
$5K
CFS
2357
Compass Financial Services
Iowa
$4.96K +$5.22K +54 New
CAM
2358
Chesapeake Asset Management
New York
$4.75K -$558K -5,764 -99%
TCM
2359
Tributary Capital Management
Nebraska
$4.75K
MAM
2360
Morse Asset Management
Connecticut
$4.66K
TWM
2361
TLW Wealth Management
Florida
$4.65K -$3.96M -40,951 -100%
JFG
2362
JDM Financial Group
Texas
$4.56K -$774 -8 -14%
AEPWM
2363
Atlantic Edge Private Wealth Management
Florida
$4.56K
BWM
2364
Bernard Wealth Management
Michigan
$4.56K +$4.84K +50 New
HFM
2365
Hartford Financial Management
Connecticut
$3.83K
FIM
2366
FWL Investment Management
Texas
$3.65K -$12.6K -130 -76%
CAM
2367
Creekmur Asset Management
Illinois
$3.65K -$3.48K -36 -47%
NI
2368
NCP Inc
California
$3.35K
TWD
2369
True Wealth Design
Ohio
$3.31K +$1.16K +12 +50%
NC
2370
NewSquare Capital
Pennsylvania
$3.29K +$3.48K +36 New
PS
2371
PayPay Securities
Japan
$3.19K +$677 +7 +25%
HIW
2372
Holos Integrated Wealth
Pennsylvania
$3.1K +$3.29K +34 New
MA
2373
Modus Advisors
Minnesota
$2.74K +$2.9K +30 New
PWA
2374
Principia Wealth Advisory
Texas
$2.65K +$2.81K +29 New
SC
2375
Stance Capital
Massachusetts
$2.56K +$2.71K +28 New

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.