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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
HCM
726
Howard Capital Management
Georgia
$3.14M +$2.77M +32,230 New
LBC
727
Lowe Brockenbrough & Co
Virginia
$3.13M +$1.07M +12,454 +63%
SFI
728
Siemens Fonds Invest
Germany
$3.13M -$84.8K -988 -2%
VFA
729
Valeo Financial Advisors
Indiana
$3.13M -$624K -7,272 -10%
CCM
730
Conway Capital Management
California
$3.12M -$197K -2,300 -7%
FDP
731
Financiere des Professionnels
Quebec, Canada
$3.12M -$30.2K -352 -1%
CFM
732
Coronation Fund Managers
South Africa
$3.11M +$486K +5,670 +22%
Simplex Trading
733
Simplex Trading
Illinois
$3.11M -$35.5M -414,331 -93%
VIA
734
Vickerman Investment Advisors
Washington
$3.09M +$14.5K +169 +0.5%
TF
735
Threadgill Financial
Texas
$3.09M -$13K -152 -0.5%
GGA
736
Granite Group Advisors
Connecticut
$3.07M +$246K +2,866 +10%
HWA
737
HCR Wealth Advisors
California
$3.07M -$110K -1,281 -4%
PSP
738
Pacific Sage Partners
Washington
$3.06M -$26.8K -312 -1%
NIM
739
Nicollet Investment Management
Minnesota
$3.04M -$275K -3,206 -9%
IMRF
740
Illinois Municipal Retirement Fund
Illinois
$3.04M
FWP
741
FAS Wealth Partners
Kansas
$3.04M +$99.2K +1,156 +4%
BAMF
742
BI Asset Management Fondsmaeglerselskab
Denmark
$3.03M +$832K +9,694 +45%
CGIM
743
Capital Group Investment Management
Singapore
$3.02M +$2.66M +31,013 New
AAM
744
Azzad Asset Management
Virginia
$2.99M -$36.5K -425 -1%
FLI
745
Family Legacy Inc
South Carolina
$2.98M +$25.1K +293 +1%
ACM
746
Aljian Capital Management
Nevada
$2.97M +$852K +9,936 +49%
KWM
747
Kingsview Wealth Management
Oregon
$2.97M -$3.32M -38,697 -56%
HT
748
HAP Trading
New York
$2.94M +$2.59M +30,183 New
BHWM
749
Bar Harbor Wealth Management
New Hampshire
$2.94M -$61K -711 -2%
CK
750
Cohen Klingenstein
New York
$2.93M

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.