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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
WI
1301
WBI Investments
New Jersey
$754K +$663K +7,729 New
TFA
1302
Transamerica Financial Advisors
Florida
$748K +$134K +1,562 +26%
HBT
1303
Heartland Bank & Trust
Illinois
$746K -$23.3K -272 -3%
AC
1304
Avestar Capital
New York
$745K +$111K +1,292 +20%
TCM
1305
Traynor Capital Management
Pennsylvania
$743K +$10.6K +123 +2%
FFWA
1306
FRG Family Wealth Advisors
Washington
$741K +$515 +6 +0.1%
TBC
1307
Ted Buchan & Co
California
$739K -$55.1K -642 -8%
CFG
1308
Copley Financial Group
California
$739K +$650K +7,577 New
PW
1309
Paladin Wealth
Minnesota
$734K +$646K +7,534 New
TPWA
1310
TRUE Private Wealth Advisors
Oregon
$733K -$201K -2,340 -24%
ST
1311
Smithfield Trust
Pennsylvania
$731K -$2.06K -24 -0.3%
HWA
1312
Heritage Wealth Advisors
Virginia
$730K -$89.3K -1,041 -12%
MA
1313
MKT Advisors
California
$730K +$343 +4 +0.1%
AWAU
1314
Alliance Wealth Advisors (Utah)
Utah
$726K +$99.7K +1,162 +18%
CPSAC
1315
Chas P. Smith & Associates (CPS)
Florida
$722K -$41.9M -488,076 -99%
CRC
1316
Curi RMB Capital
Illinois
$722K -$112K -1,306 -15%
VF
1317
Vest Financial
Virginia
$720K +$634K +7,384 New
CA
1318
Cambridge Advisors
Nebraska
$720K -$2.23K -26 -0.4%
ATS
1319
Ashton Thomas Securities
New York
$717K +$142K +1,656 +29%
OIM
1320
Orca Investment Management
Oregon
$716K +$38.7K +451 +7%
RMAM
1321
Raab & Moskowitz Asset Management
New Jersey
$713K -$27.5K -320 -4%
IWA
1322
Inspirion Wealth Advisors
Illinois
$712K -$17.8K -207 -3%
AIM
1323
Alhambra Investment Management
Florida
$710K
TCM
1324
Tradewinds Capital Management
Washington
$709K -$98.2K -1,145 -14%
HCM
1325
Howland Capital Management
Massachusetts
$709K -$1.46K -17 -0.2%

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.