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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
PFWA
1576
Paces Ferry Wealth Advisors
Georgia
$448K -$160K -1,863 -29%
NFC
1577
Northeast Financial Consultants
Connecticut
$447K +$172 +2 +0%
FA
1578
Faithward Advisors
Pennsylvania
$447K -$25.9K -302 -6%
SFS
1579
Symphony Financial Services
Ohio
$446K -$8.41K -98 -2%
PP
1580
Patten & Patten
Tennessee
$445K -$95.8K -1,117 -20%
DFCM
1581
Dark Forest Capital Management
Puerto Rico
$443K +$390K +4,548 New
ODG
1582
O'Dell Group
Ohio
$442K -$26.3K -307 -6%
FWA
1583
FSM Wealth Advisors
Ohio
$441K +$23.4K +273 +6%
GA
1584
Gordian Advisors
Arizona
$439K +$386K +4,500 New
DTC
1585
Davidson Trust Company
Washington
$439K +$135K +1,576 +54%
PCI
1586
Planning Center Inc
Illinois
$438K +$601 +7 +0.2%
FWM
1587
Forza Wealth Management
Florida
$437K
SMC
1588
Smith, Moore & Co
Missouri
$436K -$43.3K -505 -10%
TIM
1589
Tikehau Investment Management
France
$436K -$635K -7,400 -62%
AWM
1590
Aberdeen Wealth Management
Illinois
$436K +$257 +3 +0.1%
SEP
1591
Southland Equity Partners
Missouri
$435K -$22K -257 -5%
DWM
1592
Dechtman Wealth Management
Colorado
$435K +$2.23K +26 +0.6%
RFG
1593
Range Financial Group
Oregon
$435K -$643K -7,499 -63%
MKA
1594
M. Kulyk & Associates
Georgia
$435K -$6.86K -80 -2%
LJAC
1595
L.J. Altfest & Co
New York
$435K -$69.2K -806 -15%
AWS
1596
Aspen Wealth Strategies
Colorado
$434K +$16.4K +191 +4%
MAM
1597
Milestone Asset Management
Pennsylvania
$432K +$70K +816 +23%
PFP
1598
Paragon Financial Partners
California
$431K +$86 +1 +0%
NED
1599
Nancy E. Dempze
$430K
AO
1600
Advisor OS
Illinois
$430K -$516K -6,009 -58%

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.