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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
VAS
651
Vestmark Advisory Solutions
Massachusetts
$3.93M -$60.1K -700 -2%
VHAM
652
Van Hulzen Asset Management
California
$3.91M +$448K +5,223 +15%
IAN
653
Integrated Advisors Network
Texas
$3.91M -$801K -9,331 -19%
HTC
654
Haverford Trust Company
Pennsylvania
$3.91M -$2.6M -30,291 -43%
AAIM
655
American Assets Investment Management
California
$3.9M
EF
656
Empowered Funds
Pennsylvania
$3.89M +$426K +4,966 +14%
SF
657
Summit Financial
New Jersey
$3.89M +$637K +7,424 +23%
CCS
658
Concentric Capital Strategies
Connecticut
$3.88M +$3.41M +39,758 New
EL
659
Essex LLC
Illinois
$3.87M -$184K -2,149 -5%
EF
660
Empirical Finance
Pennsylvania
$3.87M +$69.5K +810 +2%
WPIC
661
White Pine Investment Company
Michigan
$3.86M -$86.1K -1,003 -2%
MYAM
662
Meiji Yasuda Asset Management
Japan
$3.85M -$144K -1,675 -4%
MSAM
663
Moloney Securities Asset Management
Missouri
$3.84M -$146K -1,699 -4%
FWCM
664
Ferguson Wellman Capital Management
Oregon
$3.82M -$227K -2,645 -6%
PA
665
Procyon Advisors
Connecticut
$3.79M +$391K +4,559 +13%
NFG
666
Nations Financial Group
Iowa
$3.76M -$12.7K -148 -0.4%
BFG
667
Beacon Financial Group
Texas
$3.76M -$63.5K -740 -2%
EWM
668
Empirical Wealth Management
Washington
$3.75M -$64.1K -747 -2%
HWM
669
HB Wealth Management
Georgia
$3.75M +$490K +5,707 +17%
HAS
670
HBW Advisory Services
California
$3.74M -$689K -8,032 -17%
AWM
671
Apollon Wealth Management
South Carolina
$3.73M -$293K -3,413 -8%
SF
672
Synovus Financial
Georgia
$3.71M -$1.31M -15,300 -29%
RMC
673
Resources Management Corp
Connecticut
$3.7M -$277K -3,223 -8%
Two Sigma Investments
674
Two Sigma Investments
New York
$3.7M -$65.1M -758,446 -95%
BST
675
Bath Savings Trust
Maine
$3.68M -$2.41M -28,129 -43%

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.