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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
EFM
1076
E Fund Management
China
$1.19M +$76.3K +889 +8%
MFS
1077
Madrona Financial Services
Washington
$1.19M -$64.7K -754 -6%
DLHL
1078
Donald L. Hagan LLC
Florida
$1.19M -$83.9K -978 -7%
IHL
1079
Investment House LLC
California
$1.19M +$29.2K +340 +3%
AC
1080
Arjuna Capital
North Carolina
$1.19M -$142K -1,653 -12%
WJWM
1081
Williams Jones Wealth Management
New York
$1.18M -$19.5K -227 -2%
FI
1082
Financial Insights
Washington
$1.18M -$52.1K -607 -5%
ADL
1083
Asset Dedication LLC
California
$1.18M -$167K -1,943 -14%
FW
1084
FullCircle Wealth
Texas
$1.18M +$24.5K +285 +2%
FMTC
1085
Farmers & Merchants Trust Company
California
$1.17M +$82.9K +966 +9%
PFG
1086
PAX Financial Group
Texas
$1.17M -$63.4K -739 -6%
CCA
1087
Cravens & Co Advisors
Tennessee
$1.17M -$68.5K -798 -6%
DCM
1088
Davis Capital Management
Florida
$1.16M +$55.1K +642 +6%
FMWA
1089
Forvis Mazars Wealth Advisors
Missouri
$1.16M +$11.3K +132 +1%
PBC
1090
Pavion Blue Capital
California
$1.16M +$131K +1,526 +15%
CAG
1091
Csenge Advisory Group
Florida
$1.16M -$95.8K -1,117 -8%
ZCI
1092
Zevenbergen Capital Investments
Washington
$1.15M -$2.15K -25 -0.2%
GWM
1093
GSB Wealth Management
Connecticut
$1.15M +$29.4K +343 +3%
EFS
1094
Essex Financial Services
Connecticut
$1.14M -$21.2K -247 -2%
NERM
1095
New England Research & Management
Illinois
$1.14M +$440K +5,125 +78%
CI
1096
Cigna Investments
Connecticut
$1.14M -$14.9K -174 -1%
AWM
1097
Allen Wealth Management
North Carolina
$1.13M -$29.6K -345 -3%
CCA
1098
Checchi Capital Advisers
California
$1.13M -$53.6K -625 -5%
VI
1099
Versor Investments
New York
$1.13M +$994K +11,591 New
LC
1100
Lindbrook Capital
California
$1.13M -$6.01K -70 -0.6%

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.