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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
JLBC
1776
J.L. Bainbridge & Co
Florida
$319K -$102K -1,192 -27%
JWA
1777
JFS Wealth Advisors
Pennsylvania
$319K +$51.6K +602 +23%
KA
1778
Klingman & Associates
New York
$319K +$54.5K +635 +24%
CH
1779
Cromwell Holdings
Wyoming
$319K -$38.8K -452 -12%
WSCM
1780
Wellington Shields Capital Management
New York
$317K
CIS
1781
Continental Investors Services
Washington
$317K +$1.72K +20 +0.6%
TWM
1782
Tolleson Wealth Management
Texas
$315K -$2.32K -27 -0.8%
SW
1783
Solidarity Wealth
Utah
$315K -$892K -10,395 -76%
CMA
1784
Cedar Mountain Advisors
Oregon
$314K +$25.2K +294 +10%
GCM
1785
Gables Capital Management
Florida
$313K +$94.4K +1,100 +52%
PFA
1786
Pure Financial Advisors
California
$313K -$71.1K -829 -21%
SVWAG
1787
Sound View Wealth Advisors Group
Georgia
$313K +$275K +3,210 New
DOA
1788
D'Orazio & Associates
Virginia
$312K -$21.9K -255 -7%
AA
1789
Alta Advisers
United Kingdom
$312K
RTC
1790
Riverview Trust Company
Washington
$312K +$9.01K +105 +3%
BHBT
1791
Burke & Herbert Bank & Trust
Virginia
$310K
EIP
1792
Ellis Investment Partners
Pennsylvania
$309K -$20K -233 -7%
TC
1793
Tacita Capital
Ontario, Canada
$309K
CWM
1794
Centric Wealth Management
Illinois
$308K -$8.58K -100 -3%
EAM
1795
Evanson Asset Management
California
$308K -$17K -198 -6%
TFF
1796
The Family Firm
Maryland
$308K -$36.1K -421 -12%
WA
1797
Waddell & Associates
Tennessee
$307K -$5.32K -62 -2%
SGK
1798
Steigerwald Gordon & Koch
Virginia
$307K +$1.89K +22 +0.7%
FCM
1799
Fourpath Capital Management
Oklahoma
$307K +$270K +3,152 New
CCWM
1800
Correct Capital Wealth Management
Missouri
$307K -$6.43K -75 -2%

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.