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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
CWP
1101
Cyndeo Wealth Partners
Florida
$1.13M -$4.28M -49,840 -81%
Grantham, Mayo, Van Otterloo & Co (GMO)
1102
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.13M +$991K +11,552 New
PFPT
1103
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.12M -$1.54M -17,924 -61%
LFA
1104
Legacy Financial Advisors
Kentucky
$1.12M +$87.5K +1,020 +10%
FFN
1105
Focus Financial Network
Minnesota
$1.12M -$36K -420 -4%
APM
1106
Advanced Portfolio Management
New York
$1.12M -$855K -9,961 -46%
WT
1107
Washington Trust
Rhode Island
$1.12M -$173K -2,019 -15%
HWP
1108
Highline Wealth Partners
California
$1.12M -$2.4K -28 -0.2%
SAM
1109
Smartleaf Asset Management
Massachusetts
$1.12M +$262K +3,050 +36%
WAS
1110
Winch Advisory Services
Wisconsin
$1.12M -$108K -1,253 -10%
JAFL
1111
Jay A. Fishman Ltd
Michigan
$1.12M +$678K +7,900 +223%
IP
1112
Intellectus Partners
California
$1.11M +$84.4K +984 +9%
SIM
1113
Studio Investment Management
Illinois
$1.11M +$117K +1,367 +14%
WIM
1114
Westside Investment Management
California
$1.11M -$43.9K -512 -4%
NICM
1115
Neo Ivy Capital Management
New York
$1.11M +$979K +11,408 New
CAM
1116
Covenant Asset Management
New Jersey
$1.11M -$126K -1,465 -11%
BWM
1117
BKM Wealth Management
Wisconsin
$1.11M -$5.32K -62 -0.5%
SAG
1118
SageView Advisory Group
California
$1.11M -$326K -3,801 -25%
BMCM
1119
Bryn Mawr Capital Management
Pennsylvania
$1.1M -$15.4K -180 -2%
RB
1120
Rodgers Brothers
Pennsylvania
$1.1M -$448K -5,219 -32%
SWM
1121
SeaCrest Wealth Management
New York
$1.1M -$86.7K -1,010 -8%
TH
1122
TCTC Holdings
Texas
$1.1M +$30K +350 +3%
CCFCSB
1123
Cape Cod Five Cents Savings Bank
Massachusetts
$1.1M -$661K -7,701 -41%
AGP
1124
Autumn Glory Partners
Texas
$1.1M
SIMG
1125
Sonora Investment Management Group
Arizona
$1.1M -$6.11M -71,257 -86%

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.