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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
PFA
1276
Pathway Financial Advisers
Indiana
$783K -$3.35K -39 -0.5%
FPAS
1277
Focus Partners Advisor Solutions
Missouri
$783K +$28.8K +336 +4%
SIC
1278
Samalin Investment Counsel
New York
$782K -$6.26K -73 -0.9%
NIM
1279
Northeast Investment Management
Massachusetts
$782K -$32.1K -374 -4%
PCM
1280
PenderFund Capital Management
British Columbia, Canada
$782K +$94.4K +1,100 +23%
ASI
1281
Advisory Services & Investments
Oregon
$781K -$12.6K -147 -2%
TF
1282
Trek Financial
Arizona
$778K +$124K +1,442 +22%
FNA
1283
First National Advisers
Nebraska
$778K -$602K -7,012 -47%
BCM
1284
Brown Capital Management
Maryland
$775K
Walleye Capital
1285
Walleye Capital
New York
$774K -$11.3M -132,206 -94%
PFS
1286
Physicians Financial Services
North Carolina
$772K -$2.92K -34 -0.4%
SIG
1287
Sargent Investment Group
Maryland
$772K +$2.57K +30 +0.4%
PAG
1288
Powers Advisory Group
Illinois
$771K +$3K +35 +0.4%
1832 Asset Management
1289
1832 Asset Management
Ontario, Canada
$770K -$608K -7,082 -47%
IAS
1290
Insigneo Advisory Services
Florida
$770K +$150K +1,750 +28%
RA
1291
RiverPark Advisors
New York
$769K +$47.3K +551 +8%
FFS
1292
Founders Financial Securities
Maryland
$769K +$184K +2,139 +37%
CCM
1293
Crew Capital Management
Ohio
$766K -$46.8K -546 -6%
FCP
1294
Fidelis Capital Partners
Florida
$765K -$9.09K -106 -1%
ISL
1295
Ingalls & Snyder LLC
New York
$761K +$109K +1,270 +19%
JIC
1296
Joel Isaacson & Co
New York
$760K -$114K -1,332 -15%
NJIM
1297
Nabity-Jensen Investment Management
Nebraska
$760K -$9.78K -114 -1%
PWAM
1298
Pinnacle West Asset Management
Wyoming
$755K +$21.4K +250 +3%
NWMG
1299
Nicholson Wealth Management Group
South Carolina
$755K +$664K +7,742 New
MFG
1300
Magnus Financial Group
New York
$754K -$69.6K -811 -9%

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.