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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
HIP
951
HUB Investment Partners
Texas
$1.71M -$146K -1,707 -9%
LCP
952
LGT Capital Partners
Switzerland
$1.71M -$51.2M -597,100 -97%
BP
953
Ballentine Partners
Massachusetts
$1.69M +$43.8K +511 +3%
NG
954
Norden Group
Utah
$1.68M +$863K +10,064 +140%
CIA
955
Cape Investment Advisory
Georgia
$1.68M +$245K +2,851 +20%
V
956
VeraBank
Texas
$1.68M -$32.3K -376 -2%
STA
957
Summit Trail Advisors
New York
$1.67M +$42.7K +498 +3%
Group One Trading
958
Group One Trading
Illinois
$1.67M -$15.2M -177,612 -91%
CSPIA
959
Cary Street Partners Investment Advisory
Virginia
$1.66M +$43.2K +503 +3%
TCA
960
Transcend Capital Advisors
New Jersey
$1.66M -$27.6K -322 -2%
CA
961
Claro Advisors
Massachusetts
$1.65M +$384K +4,474 +36%
IB
962
Intrust Bank
Kansas
$1.65M -$66.5K -775 -4%
CC
963
Cornerstone Capital
California
$1.64M -$10.1M -117,840 -87%
BFA
964
Brown Financial Advisors
Ohio
$1.63M -$82.2K -958 -5%
ICP
965
Interchange Capital Partners
Pennsylvania
$1.63M -$118K -1,379 -8%
FRA
966
Frank Rimerman Advisors
California
$1.62M +$220K +2,568 +18%
AA
967
Apriem Advisors
California
$1.62M -$28.7K -334 -2%
DWM
968
Dynasty Wealth Management
Florida
$1.62M -$147K -1,712 -9%
OL
969
Optas LLC
Texas
$1.62M +$924K +10,767 +184%
PMA
970
Prudent Man Advisors
Illinois
$1.62M -$12.5K -146 -2%
BMC
971
Benin Management Corp
Connecticut
$1.62M -$15.4K -180 -1%
VCAM
972
Van Cleef Asset Management
Ohio
$1.61M +$85.8K +1,000 +6%
MPPW
973
Mitchell & Pahl Private Wealth
Oklahoma
$1.6M +$149K +1,742 +12%
WDA
974
Wendell David Associates
New Hampshire
$1.6M -$727K -8,475 -34%
CPIG
975
Chicago Partners Investment Group
Illinois
$1.6M -$281K -3,272 -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.