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Starbucks

2,332 hedge funds and large institutions have $85B invested in Starbucks in 2024 Q3 according to their latest regulatory filings, with 270 funds opening new positions, 760 increasing their positions, 1,089 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 270 | Existing positions closed: 164

55% more funds holding in top 10

Funds holding in top 10: 2234 (+12)

29% more capital invested

Capital invested by funds: $65.8B → $85B (+$19.2B)

21% more call options, than puts

Call options by funds: $4.28B | Put options by funds: $3.53B

4% more funds holding

Funds holding: 2,2532,332 (+79)

2.46% more ownership

Funds ownership: 74.61%77.07% (+2.5%)

30% less repeat investments, than reductions

Existing positions increased: 760 | Existing positions reduced: 1,089

Holders
2,332
Holders Change
+79
Holders Change %
+3.51%
% of All Funds
33.48%
Holding in Top 10
34
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+54.55%
% of All Funds
0.49%
New
270
Increased
760
Reduced
1,089
Closed
164
Calls
$4.28B
Puts
$3.53B
Net Calls
+$743M
Net Calls Change
+$942M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2476
Ameliora Wealth Management
Switzerland
-$38.9K -500 Closed
BI
2477
Bramshill Investments
Florida
-$38.9K -500 Closed
OWA
2478
Opal Wealth Advisors
New York
-$38.1K -489 Closed
SP
2479
SWS Partners
Ohio
-$37.2K -477 Closed
CP
2480
Camelot Portfolios
Ohio
-$32.6K -419 Closed
DMIC
2481
Dixon Mitchell Investment Counsel
British Columbia, Canada
-$31.1K -400 Closed
RFG
2482
RFP Financial Group
Georgia
-$24.1K -310 Closed
VAG
2483
VisionPoint Advisory Group
Texas
-$23.7K -304 Closed
FWM
2484
Focused Wealth Management
New York
-$21.8K -280 Closed
GIM
2485
Gold Investment Management
Alberta, Canada
-$18.8K -241 Closed
TCCM
2486
Timber Creek Capital Management
Massachusetts
-$13.9K -178 Closed
AA
2487
AlphaMark Advisors
Kentucky
-$12K -150 Closed
SSG
2488
Summit Securities Group
New York
-$12K -150 Closed
PIS
2489
POM Investment Strategies
North Carolina
-$9.19K -118 Closed
DWA
2490
Delos Wealth Advisors
Texas
-$8.02K -103 Closed
DP
2491
Denver PWM
Colorado
-$4.24K -54 Closed
CC
2492
Cultivar Capital
Texas
-$3.98K -51 Closed
WIA
2493
Wetzel Investment Advisors
Indiana
-$3.66K -40 Closed
UFF
2494
USA Financial Formulas
Michigan
-$2.41K -31 Closed
SWP
2495
SIMA Wealth Partners
Virginia
-$1.48K -19 Closed
KHC
2496
Koesten Hirschmann & Crabtree
Kansas
-$732 -8 Closed
SC
2497
Swan Capital
Florida
-$311 -4 Closed

SBUX Hedge Fund Activity: Q3 2024 in Review

2,332 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q3 2024, worth a combined $85B — up 29% from $65.8B a quarter earlier.

Buyers outnumbered sellers: 270 funds opened new SBUX positions and 164 closed out — a net gain of 106 holders — while 760 added to existing stakes and 1,089 trimmed.

The largest buyer was Capital World Investors, adding an estimated $3.55B. The largest seller was Barclays, cutting an estimated $1.42B.

  • 2,332 institutional investors held Starbucks (SBUX) as of Q3 2024, up from 2,253 in Q2 2024.
  • Funds reported $85B of Starbucks stock for Q3 2024, up 29% quarter-over-quarter.
  • 270 funds opened new Starbucks positions in Q3 2024 and 164 closed out, a net change of +106 holders.
  • The largest Starbucks buyer in Q3 2024 was Capital World Investors, an estimated $3.55B added.
  • The largest Starbucks seller in Q3 2024 was Barclays, an estimated $1.42B sold.

Based on aggregated 13F filings for Q3 2024.