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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
BBPWM
2376
Blue Bell Private Wealth Management
Pennsylvania
$2.25K -$50K -517 -95%
PMIM
2377
Prudent Man Investment Management
Colorado
$2.19K +$2.32K +24 New
WW
2378
Winnow Wealth
Texas
$2.12K +$2.32K +24 New
GFL
2379
Granite FO LLC
New Hampshire
$2.1K
WCM
2380
WealthTrak Capital Management
Virginia
$1.82K +$1.94K +20 New
LC
2381
Luminist Capital
Michigan
$1.79K +$1.94K +20 New
SIC
2382
SJS Investment Consulting
Ohio
$1.73K +$97 +1 +6%
CWM
2383
Crowley Wealth Management
Delaware
$1.73K +$1.84K +19 New
PP
2384
PFS Partners
New Jersey
$1.57K
MFG
2385
Mendota Financial Group
Wisconsin
$1.46K -$193 -2 -11%
DAL
2386
Delta Accumulation LLC
California
$1.36K
VWWMG
2387
Vermillion & White Wealth Management Group
Pennsylvania
$1.29K
TPW
2388
Talon Private Wealth
Florida
$1.19K
WCM
2389
Winthrop Capital Management
Indiana
$1K +$1.16K +12 New
SMAM
2390
Sugar Maple Asset Management
Wisconsin
$913 +$967 +10 New
RPA
2391
Redwood Park Advisors
California
$822 +$871 +9 New
WA
2392
WestEnd Advisors
North Carolina
$639 -$97 -1 -13%
NS
2393
NBC Securities
Alabama
$491 -$556K -5,750 -100%
DP
2394
Denver PWM
Colorado
$276 +$290 +3 New
MG
2395
MilWealth Group
Wisconsin
$274
HI
2396
Hoey Investments
Pennsylvania
$183
IWP
2397
IAG Wealth Partners
Wisconsin
$183
CWP
2398
Clark Wealth Partners
Illinois
$96 +$97 +1 New
VWM
2399
Vermillion Wealth Management
Minnesota
$91 +$97 +1 New
RWS
2400
Retirement Wealth Solutions
Wisconsin
$57 +$97 +1 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.