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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
CIA
1751
Choate Investment Advisors
Massachusetts
$332K +$9.27K +108 +3%
NRC
1752
New Republic Capital
North Carolina
$332K +$6.35K +74 +2%
CA
1753
Carson Advisory
Georgia
$331K -$515 -6 -0.2%
PFSC
1754
Peoples Financial Services Corp
Pennsylvania
$331K -$1.03K -12 -0.4%
AF
1755
Advisornet Financial
Minnesota
$330K +$128K +1,493 +79%
LIM
1756
Leavell Investment Management
Alabama
$328K -$4.8K -56 -2%
PFA
1757
Petra Financial Advisors
Colorado
$328K +$1.11K +13 +0.4%
TIA
1758
Tiemann Investment Advisors
California
$328K -$31.3K -365 -10%
CF
1759
Copperwynd Financial
Arizona
$328K +$2.49K +29 +0.9%
KCM
1760
KRS Capital Management
Michigan
$327K -$25.7K -299 -8%
ITIM
1761
Indiana Trust & Investment Management
Indiana
$327K +$17.7K +206 +7%
PWP
1762
Phillips Wealth Planners
Mississippi
$326K +$293K +3,417 New
KFI
1763
Key Financial Inc
Pennsylvania
$325K +$15.8K +184 +6%
APW
1764
Axim Planning & Wealth
Ohio
$325K -$14.9K -174 -5%
APIM
1765
Agate Pass Investment Management
Washington
$325K -$27.8K -324 -9%
TW
1766
TrinityPoint Wealth
Connecticut
$325K +$22.1K +258 +8%
LF
1767
Lantz Financial
Illinois
$325K +$286K +3,329 New
RPGK
1768
Retirement Planning Group (Kansas)
Kansas
$324K +$285K +3,325 New
EP
1769
EPIQ Partners
Minnesota
$323K -$54.3K -633 -16%
M
1770
MOTCO
Texas
$322K +$32.3K +377 +13%
AFA
1771
American Financial Advisors
Georgia
$322K -$12.7K -148 -4%
RFA
1772
ROI Financial Advisors
Oregon
$321K -$151K -1,757 -35%
DLCIG
1773
D.L. Carlson Investment Group
New Hampshire
$320K -$13.4K -156 -5%
ANTB
1774
AMG National Trust Bank
Colorado
$320K -$94.2K -1,098 -25%
WFA
1775
Wellspring Financial Advisors
Ohio
$320K -$142K -1,655 -34%

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.