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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
LFP
1201
Leeward Financial Partners
Washington
$944K +$49.3K +575 +6%
PP
1202
Patron Partners
Texas
$938K -$5.23K -61 -0.6%
KHCM
1203
Kirtland Hills Capital Management
Ohio
$937K -$192K -2,234 -19%
MIA
1204
MeadowBrook Investment Advisors
Michigan
$935K -$22.2K -259 -3%
CT
1205
Chicago Trust
Illinois
$935K +$20.2K +235 +3%
SA
1206
Skyline Advisors
Washington
$931K -$81K -944 -9%
MW
1207
Marcum Wealth
Ohio
$930K +$2.4K +28 +0.3%
CC
1208
Copperleaf Capital
North Carolina
$929K -$13.1K -153 -2%
KMWM
1209
Keudell/Morrison Wealth Management
Oregon
$926K +$5.23K +61 +0.6%
EW
1210
Evoke Wealth
California
$923K +$812K +9,465 New
SIS
1211
Sound Income Strategies
Florida
$922K +$6.95K +81 +0.9%
SFG
1212
Synergy Financial Group
California
$920K -$22K -256 -3%
KNW
1213
Kesler Norman & Wride
Utah
$917K -$548K -6,389 -40%
RL
1214
Rogco LP
Oklahoma
$916K -$463K -5,399 -36%
ILI
1215
Invesco LLC (Illinois)
Illinois
$910K +$23.3K +271 +3%
AFT
1216
Alpha Family Trust
California
$908K +$799K +9,310 New
WAM
1217
Winslow Asset Management
Ohio
$907K -$8.49K -99 -1%
CST
1218
Charles Schwab Trust
Nevada
$902K -$7.12K -83 -0.9%
FSCM
1219
Front Street Capital Management
Montana
$900K -$58.9K -687 -7%
FPWM
1220
FSB Premier Wealth Management
Iowa
$898K +$241K +2,806 +44%
MCM
1221
Manchester Capital Management
Vermont
$893K +$23.9K +278 +3%
GM
1222
GeoWealth Management
Illinois
$893K +$204K +2,373 +35%
SMA
1223
Sage Mountain Advisors
Georgia
$892K +$39.8K +464 +5%
RIA
1224
Regal Investment Advisors
Michigan
$888K -$66.7K -778 -8%
PWP
1225
Precedent Wealth Partners
Texas
$884K +$125K +1,455 +19%

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.