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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
KIG
1551
Kessler Investment Group
Indiana
$470K +$414K +4,823 New
BOPW
1552
Brandywine Oak Private Wealth
Pennsylvania
$468K +$8.75K +102 +2%
XWM
1553
Xcel Wealth Management
Florida
$465K +$409K +4,765 New
SRC
1554
Shufro Rose & Co
New York
$463K
AL
1555
Aspiriant LLC
California
$462K -$4.03K -47 -1%
USCWA
1556
U.S. Capital Wealth Advisors
Texas
$462K -$14.3K -167 -3%
BEC
1557
Blue Edge Capital
Virginia
$462K
LC
1558
Lavaca Capital
Texas
$461K +$8.49K +99 +2%
BB
1559
Burford Brothers
Texas
$460K -$467K -5,446 -54%
SQA
1560
Simon Quick Advisors
New Jersey
$459K +$137K +1,597 +51%
SJIM
1561
St. Johns Investment Management
Florida
$458K -$240K -2,801 -37%
AIM
1562
Acropolis Investment Management
Missouri
$458K +$25.1K +293 +7%
GIM
1563
Groesbeck Investment Management
New Jersey
$457K -$109K -1,274 -21%
AW
1564
Alaethes Wealth
Nevada
$457K -$42.6K -496 -10%
SIC
1565
Salem Investment Counselors
North Carolina
$455K +$686 +8 +0.2%
QWM
1566
Quadcap Wealth Management
Texas
$454K +$400K +4,660 New
SAI
1567
Savvy Advisors Inc
New York
$454K -$21.3K -248 -5%
CFA
1568
CWS Financial Advisors
Michigan
$454K -$2.83K -33 -0.7%
PSP
1569
Principal Street Partners
Tennessee
$453K -$10.6K -124 -2%
TWA
1570
TCI Wealth Advisors
Arizona
$453K +$3.95K +46 +1%
AF
1571
Aldebaran Financial
$452K +$172 +2 +0%
HPM
1572
Hudson Portfolio Management
New York
$451K +$396K +4,621 New
PWA
1573
Prairie Wealth Advisors
Nebraska
$449K -$18.4K -214 -4%
CP
1574
Creekside Partners
California
$448K +$515 +6 +0.1%
I
1575
InceptionR
California
$448K -$934K -10,886 -70%

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.