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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
CAM
1451
Chesapeake Asset Management
New York
$567K +$2.57K +30 +0.5%
KSB
1452
Kennebec Savings Bank
Maine
$567K +$499K +5,811 New
BOH
1453
Bank of Hawaii
Hawaii
$565K -$242K -2,819 -33%
NS
1454
NBC Securities
Alabama
$561K -$60.9K -710 -11%
JCFM
1455
JBR Co Financial Management
Oklahoma
$560K -$21K -245 -4%
SWM
1456
Sculati Wealth Management
Michigan
$560K -$274K -3,199 -36%
SPWM
1457
Schrum Private Wealth Management
Florida
$559K +$246K +2,869 +100%
GKWIM
1458
Gerber Kawasaki Wealth & Investment Management
California
$559K -$127K -1,478 -20%
FAFN
1459
First Affirmative Financial Network
Colorado
$556K -$14.3K -167 -3%
DSC
1460
Duncker Streett & Co
Missouri
$555K -$262K -3,051 -35%
BEAM
1461
Baker Ellis Asset Management
Washington
$555K
CWM
1462
Cornerstone Wealth Management
Missouri
$553K +$21.6K +252 +5%
DM
1463
Deerfield Management
New York
$552K +$486K +5,665 New
PF
1464
Parker Financial
Washington
$551K -$65K -758 -12%
BWM
1465
Brophy Wealth Management
New Hampshire
$549K +$483K +5,635 New
MCCP
1466
Mission Creek Capital Partners
California
$549K -$76.7K -894 -14%
MCM
1467
Mendel Capital Management
Arkansas
$548K +$28K +326 +6%
SPL
1468
Smart Portfolios LLC
Washington
$545K +$25.4K +296 +6%
TCWA
1469
Turtle Creek Wealth Advisors
Texas
$545K +$30K +350 +7%
RPCONE
1470
Retirement Planning Company of New England
Rhode Island
$542K -$182K -2,126 -28%
PWPS
1471
Pinnacle Wealth Planning Services
Ohio
$541K +$70.4K +821 +17%
CFP
1472
Catalyst Financial Partners
Massachusetts
$541K -$19K -222 -4%
KAM
1473
Knightsbridge Asset Management
California
$541K +$19.9K +232 +4%
4WM
1474
49 Wealth Management
Texas
$539K +$53.1K +619 +13%
SM
1475
Sweeney & Michel
California
$539K +$944 +11 +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.