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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
SLI
1226
Sumitomo Life Insurance
Japan
$882K -$7.98K -93 -1%
FCA
1227
FLC Capital Advisors
California
$877K -$6.43K -75 -0.8%
JIP
1228
Jaffetilchin Investment Partners
Florida
$876K +$76K +886 +11%
CWM
1229
Chemistry Wealth Management
New York
$868K +$17K +198 +2%
WAG
1230
Winthrop Advisory Group
Massachusetts
$867K +$74.1K +864 +11%
CSA
1231
Cottage Street Advisors
Massachusetts
$865K -$109K -1,276 -13%
CA
1232
Continuum Advisory
Idaho
$861K +$117K +1,364 +19%
TCM
1233
Telos Capital Management
California
$859K -$63.5K -740 -8%
FCM
1234
Fairbanks Capital Management
California
$854K +$42.6K +497 +6%
LAM
1235
LifePro Asset Management
California
$853K +$750K +8,746 New
IAS
1236
IMA Advisory Services
Colorado
$848K +$746K +8,700 New
HSA
1237
HBK Sorce Advisory
Pennsylvania
$844K -$88.9K -1,036 -11%
TBWA
1238
Three Bridge Wealth Advisors
California
$843K +$29.1K +339 +4%
GS
1239
Gagnon Securities
New York
$842K -$72.5K -845 -9%
RB
1240
Renasant Bank
Mississippi
$841K +$740K +8,622 New
DFA
1241
Davies Financial Advisors
California
$840K -$39K -454 -5%
MFG
1242
Monumental Financial Group
Maryland
$840K -$114K -1,334 -13%
CS
1243
Cannell & Spears
New York
$839K -$60.1K -700 -8%
SWM
1244
Sendero Wealth Management
Texas
$839K -$86 -1 -0%
GFS
1245
GYL Financial Synergies
Connecticut
$837K +$9.7K +113 +1%
WBCM
1246
Wilson & Boucher Capital Management
California
$836K
CP
1247
Capital Planning
Washington
$834K +$29.9K +348 +4%
UCB
1248
United Community Bank
South Carolina
$830K -$1.29K -15 -0.2%
GL
1249
Graypoint LLC
New York
$824K +$129K +1,498 +22%
FAG
1250
Fortitude Advisory Group
Washington
$822K -$157K -1,835 -18%

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.