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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
PVI
1151
Pine Valley Investments
New Jersey
$1.03M -$65.5K -764 -7%
AWA
1152
Arkadios Wealth Advisors
Georgia
$1.03M +$120K +1,400 +15%
WQ
1153
Wealth Quarterback
New Jersey
$1.03M -$18.4K -215 -2%
Marshall Wace
1154
Marshall Wace
United Kingdom
$1.03M -$287M -3,340,413 -100%
RMCM
1155
Reynders McVeigh Capital Management
Massachusetts
$1.02M -$684K -7,977 -43%
NHT
1156
New Hampshire Trust
New Hampshire
$1.02M -$68.1K -794 -7%
LC
1157
LCNB Corp
Ohio
$1.02M -$35.6K -415 -4%
CCM
1158
Chaney Capital Management
Washington
$1.02M +$221K +2,578 +33%
UAG
1159
United Advisor Group
Ohio
$1.01M +$432K +5,041 +94%
DWM
1160
Drive Wealth Management
Utah
$1.01M -$1.63K -19 -0.2%
CWA
1161
Consilium Wealth Advisory
Texas
$1.01M -$5.92K -69 -0.7%
QWP
1162
Quotient Wealth Partners
Texas
$1.01M -$348K -4,061 -28%
FFA
1163
Founders Financial Alliance
North Carolina
$1.01M -$79.5K -927 -8%
BIA
1164
Bigelow Investment Advisors
Maine
$1.01M -$6.61K -77 -0.7%
NSB
1165
Norway Savings Bank
Maine
$1.01M -$7.21K -84 -0.8%
MS
1166
Marshall & Sullivan
Washington
$1.01M -$25.6K -298 -3%
SBIA
1167
Sheaff Brock Investment Advisors
Indiana
$1M +$120K +1,400 +16%
PPC
1168
Park Place Capital
Alabama
$1M +$553K +6,446 +168%
OAM
1169
Ostrum Asset Management
France
$1,000K +$10.7K +125 +1%
TAM
1170
Titleist Asset Management
Texas
$996K +$356K +4,151 +68%
JWCA
1171
J.W. Cole Advisors
Florida
$992K -$1.13M -13,170 -56%
DT
1172
Diversified Trust
Tennessee
$991K -$26.8K -312 -3%
KWS
1173
Keystone Wealth Services
California
$990K +$11.2K +130 +1%
FFA
1174
Fragasso Financial Advisors
Pennsylvania
$990K -$230K -2,686 -21%
CPIA
1175
Cornell Pochily Investment Advisors
New York
$984K +$17.5K +204 +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.