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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
AAS
901
Ameritas Advisory Services
Nebraska
$1.94M -$243K -2,837 -12%
SA
902
Sicart Associates
New York
$1.94M +$8.58K +100 +0.5%
CIA
903
Cascade Investment Advisors
Oregon
$1.93M +$95.2K +1,110 +6%
NRG
904
Nemes Rush Group
Michigan
$1.92M -$115K -1,345 -6%
JCM
905
Jacobi Capital Management
Pennsylvania
$1.92M +$163K +1,900 +11%
OFS
906
OMC Financial Services
New York
$1.91M
AWMT
907
AAFMAA Wealth Management & Trust
North Carolina
$1.91M +$174K +2,031 +12%
AIA
908
AIMZ Investment Advisors
California
$1.9M +$86 +1 +0%
ABWM
909
Alpine Bank Wealth Management
Colorado
$1.9M +$1.67M +19,457 New
PCG
910
PFC Capital Group
California
$1.89M -$8.58K -100 -0.5%
CRWM
911
Castle Rock Wealth Management
California
$1.89M +$25.5K +297 +2%
RSWM
912
Robertson Stephens Wealth Management
California
$1.89M +$14.1K +164 +0.9%
OIS
913
Okabena Investment Services
Minnesota
$1.88M +$1.65M +19,273 New
RCA
914
Resonant Capital Advisors
Wisconsin
$1.88M -$199K -2,323 -11%
AHC
915
Adell Harriman & Carpenter
Texas
$1.87M -$246K -2,873 -13%
QCG
916
Quadrant Capital Group
Ohio
$1.87M -$74K -863 -4%
GC
917
Garde Capital
Washington
$1.87M -$724K -8,434 -31%
EDRH
918
Edmond de Rothschild Holding
Switzerland
$1.87M -$176K -2,050 -10%
SFO
919
Stokes Family Office
Louisiana
$1.86M -$184K -2,150 -10%
CF
920
Centaurus Financial
California
$1.86M +$464K +5,406 +40%
GVAG
921
Great Valley Advisor Group
Delaware
$1.85M +$161K +1,879 +11%
CCG
922
Coastwise Capital Group
California
$1.84M +$190K +2,219 +13%
LWM
923
Lyell Wealth Management
California
$1.84M -$1.26M -14,730 -44%
APGDR
924
Absoluto Partners Gestao de Recursos
Brazil
$1.83M +$1.61M +18,820 New
GSWM
925
Greenup Street Wealth Management
Michigan
$1.83M -$707K -8,239 -30%

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.