We are live on ! Find out more
SBUX icon

Starbucks

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$10.1B +$75.9M +784,432 +0.7%
BlackRock
2
BlackRock
New York
$7.04B -$15.9M -164,625 -0.2%
Capital World Investors
3
Capital World Investors
California
$5.01B +$888M +9,174,682 +20%
State Street
4
State Street
Massachusetts
$4.34B +$153M +1,585,662 +3%
Morgan Stanley
5
Morgan Stanley
New York
$2.44B +$74M +765,300 +3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$2.29B +$517M +5,348,790 +27%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.26B +$53M +548,245 +2%
Wells Fargo
8
Wells Fargo
California
$1.8B -$51.1M -527,743 -3%
Bank of America
9
Bank of America
North Carolina
$1.49B -$413M -4,273,605 -21%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$1.45B +$69.5M +718,880 +5%
JP Morgan Chase
11
JP Morgan Chase
New York
$1.41B -$318M -3,284,673 -18%
Koshinski Asset Management
12
Koshinski Asset Management
Illinois
$1.35B +$8.8K +91 +0.6%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$1.3B -$381M -3,935,784 -22%
N
14
Nuveen
North Carolina
$1.25B -$61.1M -631,329 -4%
Norges Bank
15
Norges Bank
Norway
$1.24B +$47M +485,893 +4%
Northern Trust
16
Northern Trust
Illinois
$1.24B +$58.1M +600,151 +5%
Fisher Asset Management
17
Fisher Asset Management
Washington
$1.09B +$14.9M +154,093 +1%
Invesco
18
Invesco
Georgia
$1.05B +$91.4M +944,897 +9%
Capital International Investors
19
Capital International Investors
California
$930M +$25.9M +267,736 +3%
Loomis, Sayles & Company
20
Loomis, Sayles & Company
Massachusetts
$878M -$30.5M -315,488 -3%
UBS Group
21
UBS Group
Switzerland
$870M +$173M +1,793,079 +23%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$821M -$102M -1,057,145 -11%
Charles Schwab
23
Charles Schwab
California
$810M -$69.7M -720,211 -8%
UBS AM
24
UBS AM
Illinois
$720M +$155M +1,599,140 +25%
Legal & General Group
25
Legal & General Group
United Kingdom
$616M +$4.16M +42,952 +0.6%

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.