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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
VIM
426
Vancity Investment Management
British Columbia, Canada
$8.66M -$26M -302,535 -77%
Impax Asset Management Group
427
Impax Asset Management Group
United Kingdom
$8.62M -$1.8M -21,002 -19%
RIA
428
RPG Investment Advisory
California
$8.6M +$111K +1,295 +1%
SWP
429
Stratos Wealth Partners
Ohio
$8.41M +$424K +4,942 +6%
Fayez Sarofim & Co
430
Fayez Sarofim & Co
Texas
$8.31M +$231K +2,697 +3%
Kovitz Investment Group Partners
431
Kovitz Investment Group Partners
Illinois
$8.3M +$3.51M +40,915 +64%
AG
432
AIA Group
Hong Kong
$8.23M +$3.97M +46,236 +121%
PCC
433
Park Circle Company
Maryland
$8.22M
SAM
434
SP Asset Management
California
$8.2M +$1.74M +20,293 +32%
BIAS
435
Beacon Investment Advisory Services
New Jersey
$8.18M -$1.17M -13,618 -14%
KPWS
436
Kestra Private Wealth Services
Texas
$8.18M -$1.66M -19,390 -19%
SYBT
437
Stock Yards Bank & Trust
Kentucky
$8.12M -$500K -5,828 -7%
SFA
438
Sequoia Financial Advisors
Ohio
$8.08M +$176K +2,054 +3%
CCMINC
439
Cardinal Capital Management Inc (North Carolina)
North Carolina
$8.01M +$143K +1,672 +2%
AFG
440
Argent Financial Group
Louisiana
$7.98M +$7.02M +81,820 New
MWM
441
Marietta Wealth Management
Georgia
$7.9M +$458K +5,336 +7%
FG
442
Fiduciary Group
Georgia
$7.88M -$86.7K -1,011 -1%
DC
443
Davenport & Co
Virginia
$7.86M -$1.26M -14,673 -15%
LIP
444
Lighthouse Investment Partners
Florida
$7.86M -$7.59M -88,417 -52%
AAS
445
Avantax Advisory Services
Texas
$7.83M -$734K -8,552 -10%
FPFS
446
First Personal Financial Services
North Carolina
$7.72M -$17.3K -202 -0.3%
AC
447
Addenda Capital
Quebec, Canada
$7.71M +$257 +3 +0%
FIM
448
Fruth Investment Management
Texas
$7.71M -$34.3K -400 -0.5%
KRS
449
Kentucky Retirement Systems
Kentucky
$7.7M -$550K -6,411 -8%
VA
450
Vident Advisory
Georgia
$7.69M -$3.04M -35,434 -31%

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.