We are live on ! Find out more
SBUX icon

Starbucks

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
LFM
1326
LGT Fund Management
Liechtenstein
$709K +$23.3K +271 +4%
MCM
1327
Maple Capital Management
Vermont
$708K -$108K -1,263 -15%
CSB
1328
City State Bank
Iowa
$708K +$85.8K +1,000 +16%
VWA
1329
Visionary Wealth Advisors
Illinois
$707K -$10K -117 -2%
ESB
1330
Essex Savings Bank
Connecticut
$707K +$9.61K +112 +2%
ME
1331
McIlrath & Eck
Washington
$700K -$41.5K -484 -6%
PBK
1332
Peoples Bank (Kansas)
Kansas
$699K -$9.87K -115 -2%
NCFG
1333
New Century Financial Group
New Jersey
$699K -$36.6K -427 -6%
PWP
1334
Private Wealth Partners
California
$697K +$151K +1,760 +33%
TPWM
1335
Twelve Points Wealth Management
Massachusetts
$693K +$610K +7,106 New
FFM
1336
Forum Financial Management
Illinois
$692K -$24.6K -287 -4%
PFBT
1337
Parkside Financial Bank & Trust
Missouri
$692K +$34K +396 +6%
ST
1338
Sabal Trust
Florida
$691K +$608K +7,087 New
Members Trust
1339
Members Trust
Florida
$690K -$73.4K -856 -11%
MMM
1340
Mendel Money Management
Illinois
$690K -$12.5K -146 -2%
SWM
1341
Salvus Wealth Management
New Jersey
$689K +$2.75K +32 +0.5%
FPB
1342
First PREMIER Bank
South Dakota
$689K -$124K -1,446 -17%
AIA
1343
Allied Investment Advisors
Montana
$689K -$5.49K -64 -0.9%
CAM
1344
Cidel Asset Management
Ontario, Canada
$689K +$20.9K +244 +4%
BTC
1345
Bank & Trust Company
Illinois
$687K
EFSCE
1346
Enterprise Financial Services Corp (EFSC)
Missouri
$687K -$19.7K -230 -3%
CRI
1347
Colonial River Investments
Virginia
$685K -$531K -6,184 -47%
AWA
1348
Arete Wealth Advisors
Illinois
$684K -$647K -7,545 -52%
SSWM
1349
Sheets Smith Wealth Management
North Carolina
$681K -$54.3K -633 -8%
DJSG
1350
D.J. St. Germain
Massachusetts
$681K +$343 +4 +0.1%

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.