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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
AT
1851
Avalon Trust
New Mexico
$279K
PFS
1852
Prospect Financial Services
New York
$278K +$244K +2,848 New
SW
1853
StrongBox Wealth
Missouri
$276K -$515 -6 -0.2%
WC
1854
Waterloo Capital
Texas
$276K +$10.5K +122 +5%
PWA
1855
Physician Wealth Advisors
Utah
$275K -$1.03K -12 -0.4%
JA
1856
JVL Associates
Michigan
$275K +$601 +7 +0.2%
KB
1857
Kimelman & Baird
New York
$275K
CAWM
1858
Capital Advisors Wealth Management
Washington
$274K +$7.81K +91 +3%
GWM
1859
Gibbs Wealth Management
Georgia
$274K +$241K +2,813 New
AM
1860
Atwater Malick
Pennsylvania
$272K
MHR
1861
Matthew Hamilton Rosenberg
$271K +$12.8K +149 +6%
OCPWS
1862
One Charles Private Wealth Services
Massachusetts
$271K +$601 +7 +0.3%
FG
1863
Foster Group
Iowa
$271K -$2.49K -29 -1%
SAF
1864
Smith Anglin Financial
Texas
$270K +$16.3K +190 +7%
NAS
1865
Nicolet Advisory Services
Wisconsin
$270K +$243K +2,828 New
WA
1866
Wambolt & Associates
Colorado
$270K -$34.1K -398 -13%
MCM
1867
Morton Capital Management
California
$270K +$237K +2,768 New
MMPW
1868
Mitchell McLeod Pugh & Williams
Alabama
$270K +$2.57K +30 +1%
GI
1869
GAMCO Investors
Connecticut
$269K -$75.9K -885 -24%
LCWP
1870
Legacy Capital Wealth Partners
Arkansas
$267K +$235K +2,741 New
LWL
1871
Leo Wealth LLC
Texas
$267K +$235K +2,735 New
THCM
1872
Taylor Hoffman Capital Management
Virginia
$267K +$234K +2,728 New
FA
1873
Fountainhead AM
New Jersey
$266K -$4.38K -51 -2%
CCA
1874
Childress Capital Advisors
Texas
$266K +$10.8K +126 +5%
CWS
1875
Confluence Wealth Services
Pennsylvania
$266K -$118K -1,381 -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.