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2,401 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, 1,061 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: 2,4022,401 (-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: 1,061

Holders
2,401
Holders Change
-1
Holders Change %
-0.04%
% of All Funds
32.19%
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
1,061
Closed
160
Calls
$3.21B
Puts
$2.37B
Net Calls
+$841M
Net Calls Change
-$134M
Name Holding Trade Value Shares
Change
Change in
Stake
TFM
2351
TFC Financial Management
Massachusetts
$6.4K
DPW
2352
DiNuzzo Private Wealth
Pennsylvania
$6.28K -$103 -1 -2%
RWM
2353
Ruedi Wealth Management
Illinois
$5.88K
CAM
2354
Chesapeake Asset Management
New York
$5.59K +$517 +5 +10%
WCM
2355
Westend Capital Management
California
$5.49K
HHGA
2356
Halbert Hargrove Global Advisors
California
$5.18K +$5.48K +53 New
MAM
2357
Morse Asset Management
Connecticut
$5.04K
AEPWM
2358
Atlantic Edge Private Wealth Management
Florida
$4.91K
JFG
2359
JDM Financial Group
Texas
$4.91K
WCM
2360
WealthTrak Capital Management
Virginia
$4.91K +$3.1K +30 +150%
DI
2361
DAGCO Inc
Ohio
$4.61K +$4.86K +47 New
PWA
2362
Principia Wealth Advisory
Texas
$4.17K +$1.86K +18 +62%
HFM
2363
Hartford Financial Management
Connecticut
$4.12K
KIM
2364
Kestra Investment Management
Texas
$3.92K -$85.9K -831 -95%
BBPWM
2365
Blue Bell Private Wealth Management
Pennsylvania
$3.89K +$1.55K +15 +60%
CWM
2366
Crowley Wealth Management
Delaware
$3.73K +$1.96K +19 +100%
NI
2367
NCP Inc
California
$3.61K
WW
2368
Winnow Wealth
Texas
$3.41K +$1.14K +11 +46%
HIW
2369
Holos Integrated Wealth
Pennsylvania
$3.33K
CT
2370
Coastline Trust
Rhode Island
$2.94K -$210K -2,030 -99%
PCM
2371
Perritt Capital Management
Illinois
$2.94K -$10.6K -103 -77%
DWM
2372
Dogwood Wealth Management
Kansas
$2.94K +$3.1K +30 New
PS
2373
PayPay Securities
Japan
$2.65K -$827 -8 -23%
PWM
2374
Parkworth Wealth Management
California
$2.44K -$6.93K -67 -73%
GFL
2375
Granite FO LLC
New Hampshire
$2.26K

SBUX Hedge Fund Activity: Q1 2025 in Review

2,401 of the 7,458 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 1,061 trimmed.

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

  • 2,401 institutional investors held Starbucks (SBUX) as of Q1 2025, down from 2,402 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.