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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
UBS AM
26
UBS AM
Illinois
$614M -$4.19M -48,837 -0.8%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$551M -$84.4M -984,107 -15%
Flossbach Von Storch
28
Flossbach Von Storch
Germany
$543M -$70.6M -822,676 -13%
AllianceBernstein
29
AllianceBernstein
Tennessee
$538M -$49.7M -578,807 -9%
Amundi
30
Amundi
France
$525M -$120M -1,400,092 -20%
DZ Bank
31
DZ Bank
Germany
$471M +$409M +4,762,912 +6,924%
ClearBridge Investments
32
ClearBridge Investments
New York
$455M +$275M +3,203,167 +219%
OTPPB
33
Ontario Teachers' Pension Plan Board
Ontario, Canada
$450M -$71.3M -831,502 -15%
Franklin Resources
34
Franklin Resources
California
$404M +$21.4M +249,342 +6%
LPC
35
Lone Pine Capital
Connecticut
$395M +$348M +4,050,850 New
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$366M -$27.1M -316,199 -8%
Winslow Capital Management
37
Winslow Capital Management
Minnesota
$353M +$311M +3,619,369 New
Swiss National Bank
38
Swiss National Bank
Switzerland
$328M +$849K +9,900 +0.3%
Citigroup
39
Citigroup
New York
$325M +$2.99M +34,805 +1%
Diamond Hill Capital Management
40
Diamond Hill Capital Management
Ohio
$317M +$10.5M +122,886 +4%
Ameriprise
41
Ameriprise
Minnesota
$314M +$14.3M +166,729 +5%
LCOV
42
London Company of Virginia
Virginia
$310M -$18.1M -210,659 -6%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$289M -$177M -2,060,992 -41%
Nordea Investment Management
44
Nordea Investment Management
Sweden
$289M -$190M -2,217,271 -43%
Boston Partners
45
Boston Partners
Massachusetts
$276M +$69.4M +809,380 +40%
SGA
46
Sustainable Growth Advisers
Connecticut
$268M -$132M -1,534,651 -36%
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$262M +$3.42M +39,913 +2%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$257M +$3.55M +41,389 +2%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$257M -$69.8M -814,149 -24%
Deutsche Bank
50
Deutsche Bank
Germany
$252M -$252M -2,942,374 -53%

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.