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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
IMCOOI
676
Investment Management Corp of Ontario (IMCO)
Canada
$3.66M +$1.06M +12,300 +49%
FFA
677
Farther Finance Advisors
California
$3.65M +$184K +2,147 +6%
ITC
678
Inspire Trust Company
Nevada
$3.63M -$633K -7,383 -17%
Capstone Investment Advisors
679
Capstone Investment Advisors
New York
$3.61M -$18.8M -219,404 -86%
WWA
680
WCG Wealth Advisors
Nevada
$3.6M +$254K +2,958 +9%
CI
681
Ceera Investments
Texas
$3.6M +$51.9K +605 +2%
Credit Agricole
682
Credit Agricole
France
$3.6M -$4.7M -54,740 -60%
LNWWM
683
Laird Norton Wetherby Wealth Management
California
$3.57M -$356K -4,154 -10%
SSWM
684
Smith Salley Wealth Management
North Carolina
$3.56M +$67K +781 +2%
FAIM
685
Financial Advocates Investment Management
Washington
$3.56M -$124K -1,451 -4%
FTDI
686
First Trust Direct Indexing
Massachusetts
$3.55M +$522K +6,090 +20%
HI
687
Harrington Investments
California
$3.54M -$29.6K -345 -0.9%
JC
688
JB Capital
Connecticut
$3.53M +$89.1K +1,039 +3%
EWM
689
Evercore Wealth Management
New York
$3.52M -$392K -4,566 -11%
VCP
690
Vista Capital Partners
Oregon
$3.52M +$251K +2,922 +9%
CA
691
Callahan Advisors
Texas
$3.5M +$225K +2,621 +8%
NMIMC
692
Northwestern Mutual Investment Management Company
Wisconsin
$3.5M -$11.3K -132 -0.4%
GT
693
Greenleaf Trust
Michigan
$3.5M -$485K -5,653 -14%
BCA
694
Bray Capital Advisors
Florida
$3.49M -$269K -3,130 -8%
TMAM
695
Tokio Marine Asset Management
Japan
$3.49M +$189K +2,200 +7%
AssetMark Inc
696
AssetMark Inc
California
$3.45M +$166K +1,940 +6%
MIM
697
Marco Investment Management
Georgia
$3.43M -$81.5K -950 -3%
BWM
698
Bulltick Wealth Management
Florida
$3.42M -$6.36M -74,181 -68%
MCM
699
Mengis Capital Management
Oregon
$3.4M -$22.1K -258 -0.7%
GC
700
Grimes & Company
Massachusetts
$3.39M -$4.89M -57,026 -62%

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.