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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
MWM
1126
Meridian Wealth Management
Kentucky
$1.1M +$964K +11,234 New
PTB
1127
Pioneer Trust Bank
Oregon
$1.09M
CHP
1128
Cable Hill Partners
Oregon
$1.09M -$42.6K -497 -4%
AWE
1129
Avidian Wealth Enterprises
Texas
$1.09M -$121K -1,415 -11%
MBTD
1130
Mechanics Bank - Trust Department
California
$1.09M +$122K +1,425 +15%
PWP
1131
Principle Wealth Partners
Connecticut
$1.08M
GLA
1132
Good Life Advisors
Pennsylvania
$1.08M +$192K +2,241 +25%
TC
1133
Truvestments Capital
Florida
$1.08M +$142K +1,652 +18%
CWAG
1134
Compton Wealth Advisory Group
Virginia
$1.07M -$258K -3,008 -21%
WPA
1135
West Paces Advisors
Georgia
$1.07M -$161K -1,871 -15%
MA
1136
Montag & Associates
Georgia
$1.06M -$25.7K -300 -3%
DBIA
1137
Dumont & Blake Investment Advisors
New Jersey
$1.06M -$947K -11,035 -50%
VA
1138
Valmark Advisers
Ohio
$1.06M +$20.8K +243 +2%
BTI
1139
Blue Trust Inc
Georgia
$1.06M +$300K +3,494 +34%
GGS
1140
Galvin Gaustad & Stein
Arizona
$1.06M -$181K -2,109 -16%
WGC
1141
Watts Gwilliam & Co
Arizona
$1.06M +$944K +11,005 New
GAM
1142
Groupama Asset Management
France
$1.06M +$5.06K +59 +0.4%
RCAG
1143
Rehmann Capital Advisory Group
Michigan
$1.05M -$75.8K -883 -8%
NAMP
1144
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.05M -$656K -7,650 -42%
CIC
1145
Cutler Investment Counsel
Oregon
$1.05M -$3.17K -37 -0.3%
LWA
1146
Lantern Wealth Advisors
New York
$1.05M -$98.7K -1,150 -10%
BTWM
1147
Baker Tilly Wealth Management
Wisconsin
$1.05M -$207K -2,416 -18%
JWM
1148
JGP Wealth Management
Oregon
$1.04M +$16K +187 +2%
OAM
1149
Oak Asset Management
California
$1.04M -$813K -9,476 -47%
SSWM
1150
Strait & Sound Wealth Management
California
$1.03M -$125K -1,452 -12%

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.