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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
FCH
501
Freestone Capital Holdings
Washington
$6.3M +$1.03M +11,988 +23%
BAM
502
Bellevue Asset Management
Washington
$6.26M -$430K -5,015 -7%
UB
503
UMB Bank
Missouri
$6.23M -$783K -9,126 -12%
MMA
504
Miracle Mile Advisors
California
$6.23M +$886K +10,325 +19%
NL
505
NWAM LLC
Washington
$6.23M +$5.48M +63,868 New
TPCM
506
Templeton & Phillips Capital Management
Tennessee
$6.22M -$73.4K -856 -1%
LCM
507
LVM Capital Management
Michigan
$6.19M
IC
508
IEQ Capital
California
$6.18M -$1.05M -12,257 -16%
HCMT
509
Highland Capital Management (Tennessee)
Tennessee
$6.16M -$289K -3,370 -5%
IIC
510
Ironwood Investment Counsel
Arizona
$6.14M -$32.9K -384 -0.6%
Thrivent Financial for Lutherans
511
Thrivent Financial for Lutherans
Minnesota
$6.13M -$965K -11,249 -15%
SAM
512
Securian Asset Management
Minnesota
$6.11M -$211K -2,456 -4%
WAC
513
William Allan Corp
Colorado
$6.09M +$43.9K +512 +0.8%
CIA
514
Covington Investment Advisors
Pennsylvania
$6.07M -$70.3K -819 -1%
BS
515
Banco Santander
Spain
$6.05M -$214K -2,499 -4%
ECM
516
ExodusPoint Capital Management
New York
$6.01M -$1.27M -14,807 -19%
GIM
517
Goelzer Investment Management
Indiana
$6M -$32.3K -377 -0.6%
CGPCS
518
Capital Group Private Client Services
California
$5.98M -$62.3K -726 -1%
TRCT
519
Tower Research Capital (TRC)
New York
$5.92M -$10.5M -122,732 -67%
CTC
520
Central Trust Company
Missouri
$5.92M -$718K -8,368 -12%
CM
521
Crestline Management
Texas
$5.91M +$5.2M +60,583 New
BIA
522
Biondo Investment Advisors
Pennsylvania
$5.84M +$199K +2,315 +4%
CL
523
Choreo LLC
Illinois
$5.81M +$411K +4,793 +9%
TAM
524
Tocqueville Asset Management
New York
$5.75M -$133K -1,550 -3%
BG
525
BDF Gestion
France
$5.74M

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.