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
IP
1476
Ignite Planners
California
$538K -$858 -10 -0.2%
FFO
1477
Fiduciary Family Office
Florida
$537K -$382K -4,452 -45%
BWG
1478
Beta Wealth Group
California
$536K +$472K +5,501 New
SHF
1479
Safe Harbor Fiduciary
Florida
$536K +$472K +5,499 New
AMCA
1480
Arthur M. Cohen & Associates
Illinois
$533K -$13.7K -160 -3%
TNA
1481
True North Advisors
Texas
$533K +$18.4K +215 +4%
ACM
1482
Argent Capital Management
Missouri
$532K -$116K -1,348 -20%
ST
1483
Spinnaker Trust
Maine
$532K
AB
1484
Atlas Brown
Kentucky
$531K +$69K +804 +17%
FMLI
1485
Fukoku Mutual Life Insurance
Japan
$530K
BFIM
1486
Beese Fulmer Investment Management
Ohio
$530K -$944 -11 -0.2%
YIA
1487
YHB Investment Advisors
Connecticut
$527K +$13.9K +162 +3%
TBA
1488
Tower Bridge Advisors
Pennsylvania
$526K +$141K +1,640 +44%
HCP
1489
Holt Capital Partners
Texas
$524K +$70.4K +820 +18%
FNT
1490
First National Trust
Pennsylvania
$522K +$48.1K +561 +12%
SC
1491
Slow Capital
California
$522K -$75.1K -875 -14%
BIG
1492
Brooklyn Investment Group
New York
$521K +$32K +373 +7%
RW
1493
Rede Wealth
Virginia
$521K +$33K +385 +8%
STA
1494
Smith Thornton Advisors
Alabama
$520K -$23.8K -277 -5%
HGWM
1495
Horst & Graben Wealth Management
Oregon
$517K -$9.52K -111 -2%
GWANC
1496
Guardian Wealth Advisors (North Carolina)
North Carolina
$513K -$3.77K -44 -0.8%
CAL
1497
Capital Advisors Ltd
Ohio
$512K -$15.1K -176 -3%
AF
1498
Aviso Financial
Ontario, Canada
$512K -$11K -128 -2%
OKSA
1499
O'Keefe Stevens Advisory
New York
$510K +$153K +1,780 +52%
FHC
1500
First Heartland Consultants
Missouri
$510K +$172 +2 +0%

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.