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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
SM
976
STF Management
Texas
$1.6M -$149K -1,737 -10%
WA
977
Wealth Alliance
New York
$1.59M +$216K +2,513 +18%
GIA
978
Gladstone Institutional Advisory
Florida
$1.58M -$1.09M -12,734 -44%
OTL
979
Oak Thistle LLC
New York
$1.58M +$287K +3,341 +26%
BBA
980
Baader Bank Aktiengesellschaft
Germany
$1.57M +$673K +7,841 +94%
TFS
981
Thoroughbred Financial Services
Tennessee
$1.57M +$166K +1,932 +14%
Financial Engines Advisors
982
Financial Engines Advisors
California
$1.57M +$171K +1,993 +14%
BFG
983
Bleakley Financial Group
New Jersey
$1.56M -$440K -5,128 -24%
GF
984
Gabelli Funds
New York
$1.55M -$948K -11,050 -41%
EF
985
Exeter Financial
Arizona
$1.55M +$14.4K +168 +1%
EHWM
986
Eads & Heald Wealth Management
Georgia
$1.53M +$52K +606 +4%
CIA
987
Capital Investment Advisors
Georgia
$1.52M -$123K -1,433 -8%
PIM
988
Penobscot Investment Management
Massachusetts
$1.52M -$52.8K -615 -4%
SCA
989
St. Clair Advisors
Ohio
$1.51M
AWP
990
Accretive Wealth Partners
New Jersey
$1.51M -$113K -1,312 -8%
B
991
Bensler
Washington
$1.5M -$577K -6,730 -30%
ONB
992
Old National Bancorp
Indiana
$1.5M +$148K +1,725 +13%
SCP
993
Sender Company & Partners
New York
$1.5M +$1.32M +15,340 New
IRC
994
Investors Research Corp
Georgia
$1.49M -$281K -3,275 -18%
BWG
995
Boomfish Wealth Group
Georgia
$1.48M -$9.95K -116 -0.8%
IBOK
996
Independence Bank of Kentucky
Kentucky
$1.48M -$349K -4,068 -21%
RCG
997
Regatta Capital Group
California
$1.48M +$103K +1,202 +9%
GI
998
GAMMA Investing
California
$1.47M +$207K +2,417 +19%
RWM
999
Rezny Wealth Management
Florida
$1.46M +$1.28M +14,977 New
CWM
1000
Congress Wealth Management
Massachusetts
$1.45M +$412K +4,799 +48%

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.