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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
PTP
876
Platform Technology Partners
New York
$2.09M +$197K +2,296 +12%
RGI
877
River Global Investors
United Kingdom
$2.09M +$466K +5,428 +34%
GWM
878
Geneos Wealth Management
Colorado
$2.08M -$366K -4,261 -17%
SAM
879
Stansberry Asset Management
Texas
$2.07M -$5.16M -60,162 -74%
CC
880
Chicago Capital
Illinois
$2.06M +$11.3K +132 +0.6%
IWA
881
Icon Wealth Advisors
Texas
$2.06M -$151K -1,762 -8%
AMBIA
882
Allen Mooney & Barnes Investment Advisors
Georgia
$2.05M -$40.3K -470 -2%
UWS
883
Unique Wealth Strategies
Illinois
$2.05M +$63.8K +744 +4%
GFA
884
Gifford Fong Associates
California
$2.05M
GF
885
Gries Financial
Ohio
$2.05M -$212K -2,471 -11%
ZB
886
Zions Bancorporation
Utah
$2.04M +$1.46M +16,985 +434%
PI
887
PFG Investments
New York
$2.03M -$350K -4,076 -16%
I
888
INVST
Indiana
$2.02M +$33.9K +395 +2%
AIM
889
Achmea Investment Management
Netherlands
$2.02M -$361K -4,202 -17%
LA
890
Legacy Advisors
Pennsylvania
$2.02M -$461K -5,370 -21%
HCM
891
Hollencrest Capital Management
California
$2.01M -$327K -3,815 -16%
P
892
Pitcairn
Pennsylvania
$2.01M -$101K -1,182 -5%
OM
893
OV Management
Minnesota
$2M +$412K +4,800 +31%
CFG
894
Citizens Financial Group
Rhode Island
$1.99M -$102K -1,189 -6%
FGC
895
Financial Gravity Companies
Texas
$1.99M +$1.75M +20,382 New
SPC
896
Sigma Planning Corp
Michigan
$1.98M +$97K +1,131 +6%
BDS
897
Banco de Sabadell
Florida
$1.98M -$60.7K -708 -3%
PCM
898
Prelude Capital Management
New York
$1.98M +$1.5M +17,523 +634%
AWM
899
Axxcess Wealth Management
California
$1.98M -$606K -7,067 -26%
SIG
900
Sky Investment Group
Connecticut
$1.96M -$12.8K -149 -0.7%

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.