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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
LSPW
1626
Lake Street Private Wealth
Illinois
$414K -$89.6K -1,044 -20%
NC
1627
Napatree Capital
Rhode Island
$414K -$24K -280 -6%
FWTB
1628
First Western Trust Bank
Colorado
$414K -$429 -5 -0.1%
CASB
1629
Cape Ann Savings Bank
Massachusetts
$413K -$863K -10,060 -70%
AGAM
1630
Audent Global Asset Management
California
$413K -$537K -6,254 -60%
TWM
1631
Thrive Wealth Management
Pennsylvania
$413K +$52.8K +615 +17%
LWM
1632
Lakeridge Wealth Management
Ohio
$411K +$2.75K +32 +0.8%
GPI
1633
General Partner Inc
Pennsylvania
$411K
BO
1634
Bank OZK
Arkansas
$411K -$9.09K -106 -2%
BA
1635
Ballast Advisors
Minnesota
$409K -$10.6K -124 -3%
WW
1636
Westshore Wealth
California
$409K -$27.8K -324 -7%
JHCP
1637
Jackson Hole Capital Partners
Oklahoma
$408K
NQWM
1638
Northwest Quadrant Wealth Management
Oregon
$408K +$2.15K +25 +0.6%
BWM
1639
Baron Wealth Management
Michigan
$408K -$86 -1 -0%
NSAM
1640
North Star Asset Management
Wisconsin
$408K -$7.38K -86 -2%
DC
1641
DeDora Capital
California
$406K -$26.6K -310 -7%
PIM
1642
Profit Investment Management
Maryland
$405K
KCIC
1643
Kuhn & Co Investment Counsel
Illinois
$404K +$86 +1 +0%
HWM
1644
Hohimer Wealth Management
Washington
$404K
CVA
1645
Central Valley Advisors
California
$404K -$9.01K -105 -2%
DWA
1646
Delap Wealth Advisory
Oregon
$403K -$2.92K -34 -0.8%
PCS
1647
Personal CFO Solutions
New Jersey
$402K -$120K -1,400 -25%
OIA
1648
Optimum Investment Advisors
Illinois
$402K -$197K -2,295 -36%
FEM
1649
Fulcrum Equity Management
Texas
$402K +$98.8K +1,151 +39%
SCM
1650
Sitrin Capital Management
California
$398K -$3.97M -46,236 -92%

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.