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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
WF
851
Wayfinding Financial
Washington
$2.23M -$101K -1,177 -5%
CIA
852
Cohen Investment Advisors
New Hampshire
$2.22M +$75.3K +878 +4%
BWA
853
Bordeaux Wealth Advisors
California
$2.21M +$43.1K +502 +2%
WAM
854
Walker Asset Management
Missouri
$2.21M +$13.7K +160 +0.7%
CWM
855
Cordatus Wealth Management
Pennsylvania
$2.18M -$16.5K -192 -0.9%
VI
856
Vestcor Inc
New Brunswick, Canada
$2.18M +$90.4K +1,054 +5%
LFG
857
Larson Financial Group
Missouri
$2.17M +$84.8K +988 +5%
DFA
858
Delta Financial Advisors
Louisiana
$2.17M +$220K +2,569 +13%
CCB
859
Country Club Bank
Missouri
$2.16M -$66.9K -780 -3%
RPC
860
Rossmore Private Capital
Connecticut
$2.15M +$12.2K +142 +0.6%
BFA
861
Bill Few Associates
Pennsylvania
$2.15M +$58.3K +680 +3%
FAM
862
Formidable Asset Management
Ohio
$2.15M -$58.9K -687 -3%
ECM
863
Evergreen Capital Management
Washington
$2.14M +$267K +3,113 +17%
CC
864
Centiva Capital
New York
$2.14M +$1.88M +21,941 New
MVA
865
Mount Vernon Associates
Maryland
$2.14M +$94.4K +1,100 +5%
FA
866
Fagan Associates
New York
$2.13M -$7.13M -83,124 -79%
TAM
867
Taurus Asset Management
New York
$2.12M
TCOT
868
Trust Company of Toledo
Ohio
$2.12M -$41.6K -485 -2%
RS
869
Retirement Solution
Washington
$2.11M +$1.09M +12,735 +142%
BP
870
BNP Paribas
France
$2.11M -$6.89M -80,282 -79%
EI
871
Ethic Inc
New York
$2.11M -$217K -2,524 -10%
BCP
872
Berkeley Capital Partners
Georgia
$2.1M +$860K +10,023 +87%
MWM
873
Mission Wealth Management
California
$2.1M +$211K +2,456 +13%
DCM
874
Donaldson Capital Management
Indiana
$2.1M -$135K -1,577 -7%
NW
875
Naviter Wealth
Arkansas
$2.09M +$245K +2,858 +15%

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.