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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
IAA
751
Independent Advisor Alliance
North Carolina
$2.93M -$1.45M -16,856 -36%
CIP
752
Chartwell Investment Partners
Pennsylvania
$2.92M -$1.29M -15,000 -33%
SC
753
Sawyer & Company
Massachusetts
$2.91M -$1.37K -16 -0.1%
CB
754
Community Bank
New York
$2.9M +$210K +2,451 +9%
BCM
755
Brookstone Capital Management
Illinois
$2.89M +$106K +1,232 +4%
1SB
756
1ST Source Bank
Indiana
$2.88M -$433K -5,042 -15%
KPPF
757
Klein Pavlis & Peasley Financial
California
$2.88M +$118K +1,372 +5%
PWS
758
Peloton Wealth Strategists
Indiana
$2.87M -$377K -4,400 -13%
MCWS
759
McKinley Carter Wealth Services
West Virginia
$2.87M -$192K -2,237 -7%
SP
760
Stablepoint Partners
Massachusetts
$2.87M -$20.2K -235 -0.8%
MSK
761
Melissa S. Kampmann
$2.87M
NL
762
NVWM LLC
Pennsylvania
$2.87M +$40.7K +474 +2%
EH
763
Equitable Holdings
New York
$2.87M -$1.47M -17,127 -37%
NP
764
NorthRock Partners
Minnesota
$2.86M -$1.11K -13 -0%
CIM
765
CIM Investment Management
Pennsylvania
$2.85M +$986K +11,488 +65%
CAC
766
Core Alternative Capital
Georgia
$2.84M -$720K -8,387 -22%
TCA
767
Trifecta Capital Advisors
Illinois
$2.84M +$18.4K +214 +0.7%
DWA
768
Douglass Winthrop Advisors
New York
$2.83M -$202K -2,354 -8%
BHPW
769
Beverly Hills Private Wealth
California
$2.83M -$525K -6,115 -17%
IRAG
770
Investment Research & Advisory Group
Georgia
$2.82M +$86.8K +1,012 +4%
BBHC
771
Brown Brothers Harriman & Co
New York
$2.81M -$183K -2,128 -7%
MAS
772
Meeder Advisory Services
Ohio
$2.81M -$140K -1,631 -5%
BWM
773
BNC Wealth Management
Oregon
$2.8M -$222K -2,586 -8%
MOS
774
MGO One Seven
Ohio
$2.8M +$22.1K +258 +0.9%
PDM
775
Penn Davis McFarland
Texas
$2.79M +$2.45M +28,579 New

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.