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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
VNA
1401
Valley National Advisers
Pennsylvania
$620K -$395K -4,607 -42%
ACGA
1402
Atlanta Consulting Group Advisors
Georgia
$620K +$545K +6,355 New
ETC
1403
Exchange Traded Concepts
Oklahoma
$618K -$462K -5,381 -46%
TL
1404
Tradewinds LLC
North Carolina
$618K -$137K -1,598 -20%
ACMA
1405
Arbor Capital Management (Alaska)
Alaska
$617K
AWA
1406
Aaron Wealth Advisors
Illinois
$617K +$204K +2,372 +60%
BFG
1407
Berger Financial Group
Minnesota
$617K -$23.3K -272 -4%
TGAM
1408
TBH Global Asset Management
Tennessee
$617K -$67.7K -789 -11%
CCA
1409
Carrera Capital Advisors
Michigan
$616K +$542K +6,318 New
FNBSF
1410
First National Bank Sioux Falls
South Dakota
$613K +$54.7K +637 +11%
MS
1411
Maven Securities
Jersey
$613K -$278K -3,240 -34%
CI
1412
CX Institutional
Indiana
$612K -$121K -1,412 -18%
IIM
1413
InTrack Investment Management
Vermont
$612K -$396K -4,610 -42%
MCM
1414
Marathon Capital Management
Maryland
$611K +$2.15K +25 +0.4%
FTIS
1415
First Trust Investment Solutions
Florida
$607K -$2.08M -24,239 -80%
CT
1416
Caldwell Trust
Florida
$606K +$7.72K +90 +1%
DWM
1417
Dorchester Wealth Management
Quebec, Canada
$606K +$151K +1,760 +40%
MCWA
1418
Meadow Creek Wealth Advisors
Georgia
$605K +$22.6K +264 +4%
TA
1419
TFG Advisers
Michigan
$604K -$1.54K -18 -0.3%
MBT
1420
Montecito Bank & Trust
California
$603K -$73.6K -858 -12%
VCA
1421
Verdence Capital Advisors
Maryland
$599K +$31.3K +365 +6%
ML
1422
McAdam LLC
Pennsylvania
$593K +$21.9K +255 +4%
GDP
1423
Great Diamond Partners
Maine
$593K -$229K -2,672 -31%
SG
1424
StoneX Group
New York
$590K -$98.8K -1,152 -16%
EFMC
1425
Empire Financial Management Company
New York
$589K

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.