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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
LT
1001
Legacy Trust
Michigan
$1.44M +$44K +513 +4%
RP
1002
Rowlandmiller & Partners
Georgia
$1.44M
Koshinski Asset Management
1003
Koshinski Asset Management
Illinois
$1.43M -$180K -2,100 -13%
PA
1004
Promethium Advisors
Maryland
$1.43M +$1.26M +14,695 New
PGCM
1005
Prescott Group Capital Management
Oklahoma
$1.43M
PL
1006
Perpetual Ltd
Australia
$1.42M -$373K -4,346 -23%
PAM
1007
Panagora Asset Management
Massachusetts
$1.42M -$601 -7 -0%
FHB
1008
First Hawaiian Bank
Hawaii
$1.42M +$639K +7,444 +105%
HAG
1009
HF Advisory Group
Maryland
$1.41M +$588K +6,856 +90%
PIM
1010
Plato Investment Management
Australia
$1.41M +$34.6K +403 +3%
BB
1011
Bell Bank
North Dakota
$1.41M -$86.7K -1,010 -7%
TFA
1012
Teamwork Financial Advisors
Texas
$1.4M +$1.23M +14,374 New
LGF
1013
LGT Group Foundation
Liechtenstein
$1.4M -$1.89M -21,984 -60%
ACM
1014
Advisors Capital Management
New Jersey
$1.4M -$502K -5,852 -29%
SIA
1015
Schechter Investment Advisors
Michigan
$1.4M +$204K +2,381 +20%
MWM
1016
Merriman Wealth Management
Washington
$1.39M +$24.5K +285 +2%
BAM
1017
Belpointe Asset Management
Nevada
$1.38M -$2.23M -25,981 -65%
IC
1018
Inscription Capital
Texas
$1.37M -$138K -1,605 -10%
MMG
1019
Monetary Management Group
Missouri
$1.37M -$174K -2,025 -13%
GITFIT
1020
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.37M -$85.8K -1,000 -7%
PWG
1021
Portside Wealth Group
Utah
$1.37M +$82.2K +958 +7%
SM
1022
Samjo Management
New York
$1.36M -$313K -3,650 -21%
CPSC
1023
Carl P. Sherr & Co
Massachusetts
$1.35M -$161K -1,878 -12%
TF
1024
Tudor Financial
Ohio
$1.35M +$1.19M +13,865 New
PPW
1025
Parcion Private Wealth
Washington
$1.35M -$30.3K -353 -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.