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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
IWC
601
Integrated Wealth Concepts
Massachusetts
$4.56M -$589K -6,867 -13%
SG Americas Securities
602
SG Americas Securities
New York
$4.56M -$11.9M -138,811 -75%
PAS
603
Park Avenue Securities
New York
$4.56M -$956K -11,139 -19%
BCCM
604
Black Cypress Capital Management
Florida
$4.56M -$219K -2,551 -5%
GRP
605
Global Retirement Partners
California
$4.55M +$12K +140 +0.3%
SAM
606
Silvercrest Asset Management
New York
$4.53M +$125K +1,455 +3%
WAS
607
Wesleyan Assurance Society
United Kingdom
$4.53M
APWM
608
Argonautica Private Wealth Management
Massachusetts
$4.49M +$31K +361 +0.8%
AIP
609
Ameritas Investment Partners
Nebraska
$4.47M +$74K +862 +2%
CAG
610
Crestwood Advisors Group
Massachusetts
$4.45M -$37.6K -438 -0.9%
EOJOAM
611
E. Ohman J:or Asset Management
Sweden
$4.45M -$292K -3,400 -7%
GD
612
Grandfield & Dodd
New York
$4.44M +$1.43M +16,683 +58%
Robeco Institutional Asset Management
613
Robeco Institutional Asset Management
Netherlands
$4.43M +$222K +2,590 +6%
1WA
614
180 Wealth Advisors
Washington
$4.4M -$94.2K -1,098 -2%
TFA
615
Toth Financial Advisory
Virginia
$4.39M -$453K -5,278 -10%
BMWM
616
Brown Miller Wealth Management
Virginia
$4.35M +$90.9K +1,059 +2%
OAC
617
OMERS Administration Corp
Ontario, Canada
$4.35M +$455K +5,300 +13%
GL
618
GHE LLC
Tennessee
$4.34M +$20K +233 +0.5%
NSIM
619
North Star Investment Management
Illinois
$4.33M +$11.4K +133 +0.3%
KA
620
Kercheville Advisors
Texas
$4.33M -$379K -4,417 -9%
FAM
621
Fred Alger Management
New York
$4.33M +$149K +1,740 +4%
BFA
622
Benedict Financial Advisors
Georgia
$4.29M +$419K +4,883 +12%
AF
623
Ally Financial
Michigan
$4.29M
AP
624
Arlington Partners
Alabama
$4.28M +$231K +2,697 +7%
SCA
625
Snowden Capital Advisors
New York
$4.24M -$613K -7,147 -14%

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.