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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
MIP
1051
Marietta Investment Partners
Wisconsin
$1.26M
MC
1052
Moors & Cabot
Massachusetts
$1.26M -$703K -8,194 -39%
CP
1053
Canopy Partners
Ohio
$1.26M +$135K +1,571 +14%
GWCM
1054
Godshalk Welsh Capital Management
Pennsylvania
$1.26M -$94.4K -1,100 -8%
MG
1055
Mather Group
Illinois
$1.26M -$715K -8,336 -39%
DWP
1056
Daymark Wealth Partners
Ohio
$1.25M -$121K -1,415 -10%
WA
1057
WBH Advisory
Maryland
$1.25M -$29.1K -339 -3%
GCS
1058
Gordian Capital (Singapore)
Singapore
$1.24M +$99.1K +1,155 +10%
EWA
1059
EverSource Wealth Advisors
Alabama
$1.24M +$9.27K +108 +0.9%
NP
1060
Nilsine Partners
Colorado
$1.24M -$61.2K -713 -5%
PTC
1061
Private Trust Company
Ohio
$1.23M +$99.4K +1,158 +10%
CWP
1062
CFM Wealth Partners
Texas
$1.22M -$744K -8,668 -41%
AG
1063
Ascent Group
Virginia
$1.22M +$72.7K +847 +7%
CFMC
1064
Curbstone Financial Management Corp
New Hampshire
$1.22M +$19.7K +230 +2%
AWM
1065
Aviso Wealth Management
Washington
$1.22M -$685K -7,987 -39%
NB
1066
NBT Bank
New York
$1.22M -$47.5K -554 -4%
APP
1067
Avantax Planning Partners
Iowa
$1.22M -$172K -1,999 -14%
AAM
1068
Auxier Asset Management
Oregon
$1.21M
NL
1069
Navalign LLC
California
$1.21M -$11.6K -135 -1%
AIM
1070
Anchor Investment Management
South Carolina
$1.21M -$22.5K -262 -2%
YC
1071
Yarbrough Capital
Tennessee
$1.2M -$309K -3,597 -23%
MHIC
1072
Marble Harbor Investment Counsel
Massachusetts
$1.2M +$6.43K +75 +0.6%
JSSH
1073
J. Safra Sarasin Holding
$1.2M -$3.17M -36,946 -75%
GA
1074
GFS Advisors
Texas
$1.2M +$991K +11,555 +1,651%
PP
1075
Pegasus Partners
Wisconsin
$1.19M -$453K -5,278 -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.