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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
CIA
1426
Compass Ion Advisors
Pennsylvania
$588K -$62.4K -727 -11%
NFA
1427
Northern Financial Advisors
Michigan
$587K -$126K -1,467 -20%
PB
1428
Pinnacle Bancorp
Nebraska
$586K +$32.6K +380 +7%
KTM
1429
Keeler Thomas Management
Utah
$582K +$78.7K +917 +18%
BAWM
1430
Bennett Associates Wealth Management
Pennsylvania
$581K +$78.6K +916 +18%
HIMC
1431
Heritage Investors Management Corp
Maryland
$581K +$177K +2,063 +53%
RCM
1432
Riverpark Capital Management
New York
$581K -$103K -1,200 -17%
HPC
1433
HM Payson & Co
Maine
$578K -$257 -3 -0.1%
CCFM
1434
Clear Creek Financial Management
Washington
$577K -$61.4K -716 -11%
CCWM
1435
Cassaday & Co Wealth Management
Virginia
$577K -$9.7K -113 -2%
PWM
1436
Proathlete Wealth Management
Florida
$576K -$27.2K -317 -5%
OCG
1437
Opus Capital Group
Ohio
$576K -$69.8K -813 -12%
AWAP
1438
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$575K +$80.6K +940 +19%
BC
1439
Belmont Capital
California
$573K -$12K -140 -2%
MWM
1440
Modern Wealth Management
Kansas
$573K +$42.6K +496 +9%
WG
1441
Welch Group
Alabama
$572K +$94.5K +1,101 +23%
CWP
1442
Core Wealth Partners
California
$572K +$122K +1,422 +32%
SAM
1443
Strategy Asset Managers
California
$571K +$79.5K +927 +19%
SFS
1444
Stiles Financial Services
Minnesota
$570K -$22.7K -265 -4%
MP
1445
McDonald Partners
Ohio
$570K +$16.2K +189 +3%
CWG
1446
Cornerstone Wealth Group
North Carolina
$569K -$15.2K -177 -3%
WP
1447
WMS Partners
Maryland
$569K -$4.55K -53 -0.9%
WKWM
1448
Walter & Keenan Wealth Management
Indiana
$569K +$686 +8 +0.1%
PAM
1449
Palisade Asset Management
Minnesota
$568K -$210K -2,447 -30%
GIA
1450
GHP Investment Advisors
Colorado
$567K -$26.6K -310 -5%

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.