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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
CNBT
1801
Canandaigua National Bank & Trust
New York
$306K +$4.2K +49 +2%
PSIWM
1802
Paradigm Strategies in Wealth Management
Minnesota
$306K +$86 +1 +0%
REMPR
1803
Roof Eidam Maycock Peralta (REMP)
California
$306K +$2.15K +25 +0.8%
LA
1804
LVW Advisors
New York
$306K +$41.8K +487 +18%
TWP
1805
Tempus Wealth Planning
California
$306K -$126K -1,465 -32%
MAWCM
1806
Mine & Arao Wealth Creation & Management
California
$305K -$10.6K -124 -4%
BBA
1807
BLB&B Advisors
Pennsylvania
$304K -$11.2K -130 -4%
FMN
1808
Financial Management Network
California
$303K +$269K +3,138 New
B
1809
BetterWealth
California
$303K
MPW
1810
Monterey Private Wealth
California
$302K -$35.7K -416 -12%
C
1811
CEDRUS
Colorado
$301K +$265K +3,092 New
SXL
1812
Summit X LLC
Missouri
$301K -$66.8K -779 -17%
SC
1813
Sapient Capital
Indiana
$300K -$119K -1,392 -31%
FBB
1814
Fulton Breakefield Broenniman
Maryland
$298K +$8.41K +98 +3%
MFT
1815
Moisand Fitzgerald Tamayo
Florida
$297K
MFWP
1816
Mosaic Family Wealth Partners
Missouri
$297K +$261K +3,045 New
AAIS
1817
ABN AMRO Investment Solutions
$296K +$34.8K +406 +15%
CP
1818
Covenant Partners
Tennessee
$296K -$52.7K -614 -17%
MAG
1819
M3 Advisory Group
Massachusetts
$295K -$56.1K -654 -18%
LCM
1820
LCM Capital Management
Illinois
$294K -$44.2K -515 -15%
PA
1821
PSI Advisors
Florida
$294K -$5.49K -64 -2%
CG
1822
CFO4Life Group
Texas
$293K +$33.8K +394 +15%
STB
1823
S&T Bank
Pennsylvania
$293K
SCM
1824
Schnieders Capital Management
California
$291K +$256K +2,988 New
HI
1825
Human Investing
Oregon
$291K -$14.6K -170 -5%

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.