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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
WC
701
Weil Company
California
$3.37M +$705K +8,222 +31%
NIC
702
Northwest Investment Counselors
Oregon
$3.35M +$206K +2,403 +8%
VIM
703
Vinva Investment Management
Australia
$3.33M +$2.24M +26,120 +323%
VFA
704
Voya Financial Advisors
Connecticut
$3.32M +$287K +3,347 +11%
AFA
705
Arlington Financial Advisors
California
$3.31M -$81.2K -946 -3%
LOAMS
706
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.3M -$1.38M -16,125 -32%
WBC
707
Westpac Banking Corp
Australia
$3.3M +$2.06M +23,986 +242%
PWW
708
Pettyjohn Wood & White
Virginia
$3.28M -$89.7K -1,045 -3%
GC
709
Gould Capital
Washington
$3.27M -$37.9K -442 -1%
ET
710
Equitable Trust
Tennessee
$3.27M -$9.18K -107 -0.3%
KRSITF
711
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.27M -$256K -2,983 -8%
Parallax Volatility Advisers
712
Parallax Volatility Advisers
California
$3.24M -$10.3M -119,904 -78%
CAM
713
Costello Asset Management
Pennsylvania
$3.21M -$660K -7,690 -19%
RMDI
714
R.M. Davis Inc
Maine
$3.21M -$149K -1,731 -5%
CA
715
Clearstead Advisors
Ohio
$3.2M -$92K -1,072 -3%
TSS
716
Two Sigma Securities
New York
$3.19M -$7.77M -90,509 -73%
TPCW
717
TD Private Client Wealth
New York
$3.19M +$234K +2,733 +9%
MPIM
718
McGinn Penninger Investment Management
Virginia
$3.19M +$2.81M +32,700 New
ESBC
719
E.S. Barr & Co
Kentucky
$3.18M -$330K -3,850 -11%
PA
720
Parallel Advisors
California
$3.17M +$158K +1,847 +6%
SSB
721
Sandy Spring Bank
Maryland
$3.16M -$439K -5,118 -14%
SWM
722
Spire Wealth Management
Virginia
$3.16M -$1.03M -11,966 -27%
RBC
723
Romano Brothers & Co
Illinois
$3.16M -$16.4K -191 -0.6%
PGIM
724
Pacific Global Investment Management
California
$3.16M -$220K -2,562 -7%
MCA
725
Martin Capital Advisors
Texas
$3.15M +$19.8K +231 +0.7%

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.