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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
EWA
1826
Exencial Wealth Advisors
Oklahoma
$291K -$372K -4,332 -59%
CM
1827
Cercano Management
Washington
$291K +$256K +2,980 New
OL
1828
OneFund LLC
Florida
$290K +$1.46K +17 +0.6%
OWA
1829
ORBA Wealth Advisors
Illinois
$289K
HCA
1830
Horan Capital Advisors
Ohio
$289K -$8.58K -100 -3%
FFG
1831
Frisch Financial Group
New York
$288K +$253K +2,949 New
ZF
1832
Zhang Financial
Michigan
$287K +$4.72K +55 +2%
DWM
1833
Diversify Wealth Management
Utah
$287K -$69.1K -805 -22%
ANBT
1834
American National Bank & Trust
Texas
$287K
LCM
1835
Liberty Capital Management
Michigan
$286K +$23.8K +277 +10%
CAI
1836
Capital Advisors Inc
Oklahoma
$286K -$193K -2,244 -43%
JJBC
1837
James J. Burns & Company
New York
$286K +$252K +2,938 New
MCP
1838
Mirador Capital Partners
California
$286K +$3.26K +38 +1%
SSW
1839
Smith Shellnut Wilson
Mississippi
$284K
SOS
1840
Silver Oak Securities
Tennessee
$284K +$29.7K +346 +13%
SL
1841
Sentinus LLC
Illinois
$283K +$249K +2,899 New
AWM
1842
Angeles Wealth Management
California
$283K -$13.4K -156 -5%
QC
1843
Quent Capital
New York
$282K -$71.1K -829 -22%
PNC
1844
Park National Corp
Ohio
$282K -$10.3K -120 -4%
SHFA
1845
SC&H Financial Advisors
Maryland
$281K -$20.9K -244 -8%
CFS
1846
CRA Financial Services
New Jersey
$281K -$858 -10 -0.3%
WCWM
1847
Willow Creek Wealth Management
California
$280K -$4.03K -47 -2%
WG
1848
Wealth Group
North Carolina
$280K -$40.1K -467 -14%
MG
1849
Marex Group
$280K -$299K -3,490 -55%
GFP
1850
Gryphon Financial Partners
Ohio
$279K -$73.9K -861 -23%

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.