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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
IMCOOI
2426
Investment Management Corp of Ontario (IMCO)
Canada
-$3.66M -37,584 Closed
ITC
2427
Inspire Trust Company
Nevada
-$3.63M -37,188 Closed
BG
2428
BDF Gestion
France
-$5.74M -36,672 Closed
FTDI
2429
First Trust Direct Indexing
Massachusetts
-$3.55M -36,435 Closed
AAM
2430
Azzad Asset Management
Virginia
-$2.99M -30,696 Closed
PCM
2431
Prelude Capital Management
New York
-$1.98M -20,288 Closed
OIS
2432
Okabena Investment Services
Minnesota
-$1.88M -19,273 Closed
GSWM
2433
Greenup Street Wealth Management
Michigan
-$1.83M -18,819 Closed
LCP
2434
LGT Capital Partners
Switzerland
-$1.71M -17,500 Closed
STA
2435
Summit Trail Advisors
New York
-$1.67M -17,170 Closed
CC
2436
Cornerstone Capital
California
-$1.64M -16,867 Closed
DWM
2437
Dynasty Wealth Management
Florida
-$1.62M -16,610 Closed
OTL
2438
Oak Thistle LLC
New York
-$1.58M -16,209 Closed
SCP
2439
Sender Company & Partners
New York
-$1.5M -15,340 Closed
TFA
2440
Teamwork Financial Advisors
Texas
-$1.4M -14,374 Closed
GSC
2441
Ground Swell Capital
South Carolina
-$1.34M -13,773 Closed
YC
2442
Yarbrough Capital
Tennessee
-$1.2M -12,280 Closed
JSSH
2443
J. Safra Sarasin Holding
-$1.2M -12,262 Closed
VI
2444
Versor Investments
New York
-$1.13M -11,591 Closed
APM
2445
Advanced Portfolio Management
New York
-$1.12M -11,493 Closed
NICM
2446
Neo Ivy Capital Management
New York
-$1.11M -11,408 Closed
CWA
2447
Consilium Wealth Advisory
Texas
-$1.01M -10,361 Closed
SC
2448
Shay Capital
New York
-$975K -10,000 Closed
DAS
2449
Dynamic Advisor Solutions
Arizona
-$946K -9,704 Closed
AFT
2450
Alpha Family Trust
California
-$908K -9,310 Closed

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.