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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
PWP
2451
Precedent Wealth Partners
Texas
-$884K -9,064 Closed
FCM
2452
Fairbanks Capital Management
California
-$854K -8,759 Closed
FIA
2453
FNY Investment Advisers
New York
-$794K -8,148 Closed
TF
2454
Trek Financial
Arizona
-$778K -7,984 Closed
WI
2455
WBI Investments
New Jersey
-$754K -7,729 Closed
SFB
2456
STAR Financial Bank
Indiana
-$660K -6,771 Closed
CPWM
2457
Cypress Point Wealth Management
Texas
-$653K -6,701 Closed
ACGA
2458
Atlanta Consulting Group Advisors
Georgia
-$620K -6,355 Closed
MS
2459
Maven Securities
Jersey
-$608K -6,288 Closed
DM
2460
Deerfield Management
New York
-$552K -5,665 Closed
TCWA
2461
Turtle Creek Wealth Advisors
Texas
-$545K -5,588 Closed
FFO
2462
Fiduciary Family Office
Florida
-$537K -5,511 Closed
STA
2463
Smith Thornton Advisors
Alabama
-$520K -5,332 Closed
RC
2464
Rovin Capital
Arizona
-$488K -5,003 Closed
EFL
2465
ERn Financial LLC
Wisconsin
-$485K -4,975 Closed
QCM
2466
Qsemble Capital Management
New York
-$478K -4,902 Closed
I
2467
InceptionR
California
-$448K -4,597 Closed
DFCM
2468
Dark Forest Capital Management
Puerto Rico
-$443K -4,548 Closed
SCM
2469
Sitrin Capital Management
California
-$398K -4,080 Closed
PP
2470
Paloma Partners
Connecticut
-$394K -4,038 Closed
CPC
2471
Congress Park Capital
New York
-$388K -3,983 Closed
DAM
2472
Doheny Asset Management
California
-$383K -3,925 Closed
HWP
2473
Hibernia Wealth Partners
Louisiana
-$379K -3,887 Closed
GWI
2474
Grace & White Inc
New York
-$366K -3,750 Closed
CC
2475
Corton Capital
Ontario, Canada
-$352K -3,611 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.