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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
LA
776
Lakeside Advisors
Washington
$2.78M -$33.5K -390 -1%
RIL
777
Rothschild Investment LLC
Illinois
$2.78M -$52.5K -612 -2%
SM
778
Sciencast Management
New Jersey
$2.78M +$2.44M +28,469 New
AA
779
Auxano Advisors
Washington
$2.76M +$14.1K +164 +0.6%
PWM
780
Perigon Wealth Management
California
$2.75M -$215K -2,508 -8%
JFG
781
Jefferies Financial Group
New York
$2.74M -$8.8M -102,576 -78%
RGC
782
Roberts, Glore & Co
Illinois
$2.73M +$82.8K +965 +4%
BCV
783
Banque Cantonale Vaudoise
Switzerland
$2.73M +$1.06M +12,394 +79%
DILIC
784
Dai-ichi Life Insurance Company
Japan
$2.73M -$61.3K -715 -2%
NL
785
NKCFO LLC
Illinois
$2.73M +$2.4M +27,950 New
MIF
786
Mediolanum International Funds
Ireland
$2.72M +$1.16M +13,534 +94%
CCG
787
Cypress Capital Group
Florida
$2.71M -$783K -9,131 -25%
HA
788
Heartland Advisors
Wisconsin
$2.68M +$922K +10,746 +64%
PWMAG
789
Pinnacle Wealth Management Advisory Group
New Jersey
$2.67M -$250K -2,912 -10%
FNBOO
790
First National Bank of Omaha
Nebraska
$2.67M -$3.03M -35,330 -56%
KGC
791
Kennon-Green & Company
Ohio
$2.67M +$105K +1,226 +5%
KFP
792
KMG Fiduciary Partners
Ohio
$2.64M -$5.49K -64 -0.2%
OSNBOA
793
Old Second National Bank of Aurora
Illinois
$2.62M -$25.3K -295 -1%
B
794
Bellecapital
Switzerland
$2.62M +$112K +1,309 +5%
O
795
Ossiam
France
$2.62M -$19.5M -227,277 -89%
WWM
796
Western Wealth Management
Colorado
$2.62M +$840K +9,793 +57%
MNBTD
797
Moody National Bank Trust Division
Texas
$2.62M +$286K +3,333 +14%
JF
798
Jump Financial
Illinois
$2.61M -$8.76M -102,136 -79%
HZ
799
Hixon Zuercher
Ohio
$2.6M -$3.75M -43,754 -62%
KA
800
Kintegral Advisory
New York
$2.59M -$29.9K -348 -1%

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.