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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
SEEDPG
826
S.E.E.D. Planning Group
New York
$2.42M +$160K +1,860 +8%
MIC
827
Means Investment Company
Maine
$2.38M -$3.26K -38 -0.2%
FB
828
Fulton Bank
Pennsylvania
$2.37M +$207K +2,416 +11%
IIA
829
ICW Investment Advisors
Arizona
$2.37M +$28.1K +328 +1%
GCC
830
Guardian Capital (Canada)
Ontario, Canada
$2.36M +$85.8K +1,000 +4%
RWP
831
Ridgecrest Wealth Partners
California
$2.36M +$31.7K +370 +2%
CG
832
Caprock Group
Idaho
$2.35M +$163K +1,899 +9%
ECM
833
Everence Capital Management
Indiana
$2.34M -$523K -6,100 -20%
HA
834
Hamel Associates
New Jersey
$2.34M +$77K +897 +4%
WSFS
835
Wilmington Savings Fund Society
Delaware
$2.33M +$1.41M +16,385 +218%
B
836
Bailard
California
$2.32M -$2.97M -34,593 -59%
MFS
837
Mattson Financial Services
Michigan
$2.3M -$17K -198 -0.7%
SDIC
838
South Dakota Investment Council
South Dakota
$2.29M +$197K +2,300 +11%
SIAG
839
Signet Investment Advisory Group
Rhode Island
$2.29M +$56.9K +663 +3%
NCM
840
Narwhal Capital Management
Georgia
$2.29M -$613K -7,143 -23%
CCG
841
Catalina Capital Group
California
$2.29M -$14.7K -171 -0.7%
SFP
842
Shepherd Financial Partners
Massachusetts
$2.27M -$91.1K -1,062 -4%
CANC
843
Culbertson A N & Co
Virginia
$2.27M -$46.5K -542 -2%
ACA
844
Aspire Capital Advisors
Washington
$2.25M -$150K -1,750 -7%
AWM
845
AE Wealth Management
Kansas
$2.25M +$257 +3 +0%
GAM
846
Gotham Asset Management
New York
$2.25M -$4.98K -58 -0.3%
FIA
847
Foundations Investment Advisors
Arizona
$2.25M +$286K +3,330 +17%
PA
848
Probity Advisors
Texas
$2.24M -$5.06K -59 -0.3%
AWM
849
Avitas Wealth Management
California
$2.24M -$16.7K -195 -0.8%
FTWA
850
Fifth Third Wealth Advisors
Ohio
$2.23M +$284K +3,308 +17%

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.