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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
SIM
1176
Sentry Investment Management
Wisconsin
$983K +$48K +560 +6%
IAS
1177
Investment Advisory Services
Texas
$982K -$143K -1,663 -14%
RA
1178
RFG Advisory
Alabama
$980K -$159K -1,856 -16%
RWPA
1179
Richard W. Paul & Associates
Michigan
$979K -$5.83K -68 -0.7%
TA
1180
Tectonic Advisors
Texas
$978K +$5.06K +59 +0.6%
UF
1181
Univest Financial
Pennsylvania
$975K +$858K +10,003 New
SC
1182
Shay Capital
New York
$975K +$858K +10,000 New
KIA
1183
Knollwood Investment Advisory
Maryland
$974K
PWC
1184
PYA Waltman Capital
Tennessee
$972K +$55.5K +647 +7%
CW
1185
CreativeOne Wealth
Kansas
$971K +$181K +2,106 +27%
JE
1186
JMAC Enterprises
Pennsylvania
$964K +$2.23K +26 +0.3%
FFC
1187
First Financial Corp
Indiana
$964K +$10.2K +119 +1%
EM
1188
Excalibur Management
Massachusetts
$963K -$3.95K -46 -0.5%
WAP
1189
Wealthcare Advisory Partners
Pennsylvania
$963K -$39.8K -464 -4%
KA
1190
Kovack Advisors
Florida
$963K -$22.8K -266 -3%
CBT
1191
Central Bank & Trust
Kentucky
$961K -$45.1K -526 -5%
WC
1192
Wynn Capital
Georgia
$960K +$53K +618 +7%
DCM
1193
Dudley Capital Management
Virginia
$959K -$53.5K -623 -6%
JPWM
1194
Jamison Private Wealth Management
Georgia
$957K +$116K +1,354 +16%
SCI
1195
Stableford Capital II
Arizona
$956K -$134K -1,566 -14%
CCM
1196
Chiron Capital Management
Florida
$955K -$901K -10,503 -52%
TPI
1197
Trust Point Inc
Wisconsin
$953K +$79.3K +924 +10%
PAG
1198
Private Advisory Group
Washington
$951K +$23.5K +274 +3%
MYIA
1199
Mount Yale Investment Advisors
Colorado
$948K -$1.15M -13,437 -58%
DAS
1200
Dynamic Advisor Solutions
Arizona
$946K +$5.32K +62 +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.