We are live on ! Find out more
SBUX icon

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
WAM
351
Weiss Asset Management
Massachusetts
$12.1M +$10.6M +123,968 New
IGAM
352
iA Global Asset Management
Quebec, Canada
$12M -$4.39M -51,162 -29%
UAS
353
United Asset Strategies
New York
$11.9M +$420K +4,891 +4%
VPIM
354
Vanguard Personalized Indexing Management
California
$11.8M +$762K +8,878 +8%
MC
355
Martin Currie
United Kingdom
$11.8M -$934K -10,888 -8%
ACIM
356
Azimuth Capital Investment Management
Michigan
$11.7M -$1.21M -14,136 -11%
TCBWMS
357
Texas Capital Bank Wealth Management Services
Texas
$11.6M -$83K -967 -0.8%
YCM
358
Yousif Capital Management
Michigan
$11.6M -$215K -2,510 -2%
WF
359
Welch & Forbes
Massachusetts
$11.6M -$443K -5,169 -4%
GAM
360
Griffin Asset Management
New York
$11.6M -$71.6K -834 -0.7%
Lido Advisors
361
Lido Advisors
California
$11.6M +$343K +3,998 +3%
PAG
362
Private Advisor Group
New Jersey
$11.6M +$122K +1,418 +1%
NIM
363
NEOS Investment Management
Connecticut
$11.5M +$1.89M +21,972 +23%
BEI
364
Benjamin Edwards Inc
Missouri
$11.5M +$9.9M +115,355 +3,974%
CCMT
365
CMT Capital Markets Trading
Germany
$11.5M +$7.89M +91,946 +359%
GU
366
Georgetown University
District of Columbia
$11.5M +$59.7K +696 +0.6%
KJWM
367
Kiley Juergens Wealth Management
Washington
$11.4M -$65.8K -767 -0.7%
CI Investments Inc
368
CI Investments Inc
Ontario, Canada
$11.3M -$37.2M -433,811 -79%
ATC
369
Argent Trust Co
Tennessee
$11.3M -$225K -2,620 -2%
FDCDDQ
370
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.1M +$922K +10,745 +10%
ZIG
371
Zuckerman Investment Group
Illinois
$11.1M +$7.46K +87 +0.1%
MPWT
372
MassMutual Private Wealth & Trust
Connecticut
$11M -$2.73M -31,862 -22%
SWM
373
Stockman Wealth Management
Montana
$10.9M +$628K +7,318 +7%
Allianz Asset Management
374
Allianz Asset Management
Germany
$10.8M -$441K -5,145 -4%
GAM
375
Gemmer Asset Management
California
$10.8M -$48K -559 -0.5%

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.