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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
RFN
1676
RDA Financial Network
Iowa
$380K -$36.9K -430 -10%
WW
1677
Waterfront Wealth
Kansas
$380K +$7.89K +92 +2%
CAP
1678
Columbia Advisory Partners
Washington
$379K -$46.9K -547 -12%
GSC
1679
G&S Capital
Colorado
$379K -$2.06K -24 -0.6%
HWP
1680
Hibernia Wealth Partners
Louisiana
$379K +$333K +3,887 New
WCM
1681
Windward Capital Management
California
$379K -$2.06K -24 -0.6%
SCA
1682
Scott Capital Advisors
Oregon
$377K +$172 +2 +0.1%
BWP
1683
Balboa Wealth Partners
Arizona
$375K -$19.9K -232 -6%
CGH
1684
CMG Global Holdings
Texas
$375K
LPAM
1685
Lodestar Private Asset Management
California
$374K +$17.2K +201 +6%
SCP
1686
Stevens Capital Partners
Nebraska
$371K -$13.1K -153 -4%
IA
1687
IFG Advisors
Missouri
$370K
CBT
1688
CoreFirst Bank & Trust
Kansas
$368K
HWAM
1689
Hennion & Walsh Asset Management
New Jersey
$367K +$78K +909 +32%
SIC
1690
SFE Investment Counsel
California
$367K -$36.5K -425 -10%
LA
1691
Latitude Advisors
Florida
$367K -$27.3K -318 -8%
RA
1692
Ransom Advisory
Rhode Island
$366K -$714K -8,319 -69%
GWI
1693
Grace & White Inc
New York
$366K
FFBTD
1694
First Financial Bank - Trust Division
Ohio
$365K -$101K -1,183 -24%
SFG
1695
SevenBridge Financial Group
Pennsylvania
$365K +$41.9K +488 +15%
PWM
1696
Palumbo Wealth Management
New York
$365K +$172 +2 +0.1%
ACP
1697
Aviance Capital Partners
Florida
$364K +$5.66K +66 +2%
WH
1698
Willner & Heller
California
$363K +$1.37K +16 +0.4%
CA
1699
Cornerstone Advisory
Maryland
$362K +$40.8K +476 +15%
WPC
1700
Waters Parkerson & Co
Louisiana
$362K

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.