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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
VC
1701
Veracity Capital
Georgia
$362K -$12.3K -143 -4%
IIC
1702
Integrated Investment Consultants
Michigan
$360K +$39.5K +460 +14%
D
1703
Diversified
Delaware
$360K -$5.15K -60 -2%
DE
1704
Diversified Enterprises
Delaware
$360K +$316K +3,688 New
BIM
1705
Bridges Investment Management
Nebraska
$359K -$54K -629 -15%
LWM
1706
LJI Wealth Management
Indiana
$359K -$8.58K -100 -3%
MAM
1707
MWA Asset Management
Massachusetts
$358K -$33.8K -394 -10%
WAOI
1708
Wealth Advisors of Iowa
Iowa
$358K +$10.3K +120 +3%
NWM
1709
Northcape Wealth Management
New York
$358K +$6.43K +75 +2%
AFM
1710
Abbot Financial Management
Massachusetts
$357K
AAM
1711
Aureus Asset Management
Massachusetts
$356K -$205K -2,393 -40%
JBA
1712
Johnson Bixby & Associates
Washington
$356K -$17.2K -200 -5%
CL
1713
CIM LLC
New York
$356K
SAM
1714
SignalPoint Asset Management
Missouri
$356K +$772 +9 +0.2%
WI
1715
WrapManager Inc
California
$355K -$44.7K -521 -13%
HWMC
1716
Heritage Wealth Management (California)
California
$354K -$1.54K -18 -0.5%
CHA
1717
Cooper/Haims Advisors
New York
$354K
TWP
1718
Tyche Wealth Partners
Texas
$354K -$1.37K -16 -0.4%
CC
1719
Corton Capital
Ontario, Canada
$352K +$310K +3,611 New
BC
1720
Broadwater Capital
Massachusetts
$352K -$292K -3,400 -49%
ECG
1721
Edge Capital Group
Georgia
$352K -$172 -2 -0.1%
FLPIM
1722
F.L. Putnam Investment Management
Massachusetts
$351K +$19K +221 +6%
HIC
1723
Holderness Investments Company
North Carolina
$351K -$12.8K -149 -4%
WPP
1724
Whalerock Point Partners
Rhode Island
$351K
PJSIMP
1725
P.J. Schmidt Investment Management (PJS)
Wisconsin
$350K -$106K -1,230 -26%

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.