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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
MAWA
1251
Moss Adams Wealth Advisors
Washington
$820K +$115K +1,342 +19%
CFM
1252
Catalyst Funds Management
Australia
$819K +$721K +8,400 New
PVM
1253
Palogic Value Management
Texas
$819K +$55.9K +651 +8%
TIM
1254
Tevis Investment Management
Texas
$815K +$104K +1,209 +17%
TWM
1255
TriaGen Wealth Management
California
$814K -$3.52K -41 -0.5%
LW
1256
Linscomb Wealth
Texas
$812K -$104K -1,218 -13%
MLL
1257
Moody Lynn & Lieberson
Massachusetts
$811K -$19.4K -226 -3%
DDC
1258
DF Dent & Co
Maryland
$808K +$257 +3 +0%
SC
1259
Syon Capital
California
$808K -$141K -1,640 -17%
HNW
1260
High Note Wealth
Minnesota
$808K -$45.2K -527 -6%
VCP
1261
Verus Capital Partners
Arizona
$807K -$147K -1,710 -17%
NAG
1262
Northstar Advisory Group
New Jersey
$803K +$707K +8,238 New
JFGIW
1263
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$801K +$227K +2,647 +48%
IF
1264
IRON Financial
Illinois
$798K +$15.6K +182 +2%
JCM
1265
Jag Capital Management
Missouri
$798K -$1.63K -19 -0.2%
CIAS
1266
Capital Investment Advisory Services
North Carolina
$798K -$86.1K -1,004 -11%
KC
1267
Knuff & Co
California
$797K -$78.5K -915 -10%
LIM
1268
Longfellow Investment Management
Massachusetts
$796K +$4.2K +49 +0.6%
BLC
1269
Brown, Lisle/Cummings
Rhode Island
$795K -$12.9K -150 -2%
CB
1270
CNB Bank
Pennsylvania
$794K -$160K -1,870 -19%
FIA
1271
FNY Investment Advisers
New York
$794K +$699K +8,148 New
LS
1272
Livforsakringsbolaget Skandia
Sweden
$792K +$503K +5,863 +260%
AFC
1273
AFT Forsyth & Company
Florida
$791K -$16.3K -190 -2%
DAS
1274
Diversify Advisory Services
Utah
$790K -$1.37M -15,946 -66%
SIA
1275
Soltis Investment Advisors
Utah
$784K -$1.07M -12,425 -61%

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.