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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
AIA
1651
Alera Investment Advisors
Illinois
$398K -$19.3K -225 -5%
OWA
1652
Octavia Wealth Advisors
Ohio
$397K +$5.41K +63 +2%
PP
1653
Pacifica Partners
Canada
$397K
AF
1654
Apexium Financial
Texas
$396K +$17.3K +202 +5%
CFO
1655
CVA Family Office
Colorado
$396K +$21.2K +247 +6%
JMFC
1656
J.M. Forbes & Co
Massachusetts
$396K +$26.3K +306 +8%
MPCA
1657
Madison Park Capital Advisors
Washington
$396K -$772 -9 -0.2%
FRA
1658
Front Row Advisors
California
$395K -$9.52K -111 -3%
AGWCA
1659
Annis Gardner Whiting Capital Advisors
Florida
$394K -$1.46K -17 -0.4%
PP
1660
Paloma Partners
Connecticut
$394K +$160K +1,864 +86%
EFG
1661
Everhart Financial Group
Ohio
$393K +$86K +1,002 +33%
LWM
1662
Liberty Wealth Management
California
$392K -$300K -3,493 -47%
RFP
1663
Root Financial Partners
California
$391K +$344K +4,009 New
FNWA
1664
Financial Network Wealth Advisors
Utah
$391K -$30.4K -354 -8%
ACM
1665
Alta Capital Management
Utah
$390K
Aristotle Capital Management
1666
Aristotle Capital Management
California
$390K
SC
1667
Summa Corp
Texas
$390K
SFG
1668
Shum Financial Group
California
$389K +$344K +4,004 New
CPC
1669
Congress Park Capital
New York
$388K +$342K +3,983 New
DI
1670
Diligent Investors
California
$387K -$79.7K -929 -19%
BW
1671
Bison Wealth
Georgia
$385K -$62.6K -730 -16%
ALC
1672
Alexander Labrunerie & Co
Missouri
$384K +$52.4K +611 +18%
DAM
1673
Doheny Asset Management
California
$383K -$97.5K -1,137 -22%
FAT
1674
First American Trust
California
$381K +$21.9K +255 +7%
IP
1675
Investment Partners
Ohio
$381K -$3.95K -46 -1%

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.