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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
DWT
926
Dorsey & Whitney Trust
South Dakota
$1.83M +$99.4K +1,159 +7%
BFM
927
Boston Financial Management
Massachusetts
$1.83M -$316K -3,684 -16%
PFGIA
928
Patriot Financial Group Insurance Agency
Massachusetts
$1.81M +$56.6K +660 +4%
MW
929
Maia Wealth
Colorado
$1.81M +$652K +7,596 +69%
CCM
930
Chickasaw Capital Management
Tennessee
$1.8M
IIM
931
Intact Investment Management
Quebec, Canada
$1.8M -$3M -34,930 -65%
PIA
932
Petredis Investment Advisors
Pennsylvania
$1.8M +$6.61K +77 +0.4%
KP
933
Keel Point
Alabama
$1.8M -$2.06K -24 -0.1%
AC
934
AlphaCore Capital
California
$1.79M +$178K +2,069 +13%
KWA
935
Kingswood Wealth Advisors
California
$1.79M +$747K +8,711 +90%
EWM
936
Evergreen Wealth Management
Michigan
$1.79M +$1.57M +18,316 New
TSMHT
937
Thurston Springer Miller Herd & Titak
Indiana
$1.78M +$121K +1,415 +8%
LNWTC
938
Laird Norton Wetherby Trust Company
Washington
$1.78M
LAM
939
Lynch Asset Management
Pennsylvania
$1.77M
FCBT
940
First Citizens Bank & Trust
North Carolina
$1.77M -$68.5K -799 -4%
LCM
941
Lazari Capital Management
California
$1.75M +$21.8K +254 +1%
EB
942
Eastern Bank
Massachusetts
$1.75M +$1.3M +15,128 +542%
CUAMC
943
China Universal Asset Management Company
China
$1.74M +$649K +7,564 +73%
VDI
944
Vaughan David Investments
Illinois
$1.74M -$513K -5,985 -25%
FFA
945
First Foundation Advisors
California
$1.73M -$541K -6,305 -26%
LSAG
946
Lake Street Advisors Group
New Hampshire
$1.72M -$1.77M -20,651 -54%
WCF
947
West Coast Financial
California
$1.72M +$1.37K +16 +0.1%
SAW
948
Signal Advisors Wealth
Michigan
$1.72M +$1.51M +17,655 New
CWM
949
Calamos Wealth Management
Illinois
$1.71M -$12.4K -145 -0.8%
DBRC
950
D.B. Root & Company
Pennsylvania
$1.71M -$30.9K -360 -2%

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.