We are live on ! Find out more
SBUX icon

Starbucks

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
SCA
1876
Sage Capital Advisors
South Dakota
$266K +$257 +3 +0.1%
BHC
1877
Bowen Hanes & Co
Florida
$265K
AA
1878
Acorns Advisers
California
$265K +$233K +2,721 New
SA
1879
Strategic Advisors
New York
$264K
AWS
1880
Arkfeld Wealth Strategies
Nebraska
$263K -$10.6K -123 -4%
DCBT
1881
Dakota Community Bank & Trust
North Dakota
$263K -$55.8K -650 -19%
CB
1882
Cadence Bank
Mississippi
$261K -$4.89K -57 -2%
VWM
1883
Venturi Wealth Management
Texas
$261K -$840K -9,787 -79%
SWA
1884
ShankerValleau Wealth Advisors
Illinois
$261K -$17.2K -200 -7%
WPC
1885
White Pine Capital
Minnesota
$260K +$229K +2,670 New
CA
1886
Cullinan Associates
Kentucky
$260K -$8.58K -100 -4%
WH
1887
Wallace Hart
Kentucky
$260K +$229K +2,669 New
WP
1888
WealthShield Partners
North Carolina
$259K +$228K +2,661 New
SI
1889
Stonekeep Investments
New Mexico
$258K +$227K +2,648 New
AM
1890
AGF Management
Ontario, Canada
$258K -$943K -10,986 -81%
BCM
1891
Boltwood Capital Management
California
$258K -$2.57K -30 -1%
HDIM
1892
Hanson & Doremus Investment Management
Vermont
$258K -$308K -3,589 -58%
CIAS
1893
CFS Investment Advisory Services
New Jersey
$258K +$227K +2,644 New
FFO
1894
Fortitude Family Office
Arizona
$257K +$201K +2,345 +795%
NME
1895
Notis-McConarty Edward
$256K -$140K -1,634 -38%
MTWM
1896
Masso Torrence Wealth Management
New Jersey
$256K +$2.75K +32 +1%
IHWM
1897
Iron Horse Wealth Management
Iowa
$255K -$22.5K -262 -9%
VC
1898
Vestor Capital
Illinois
$254K +$67K +781 +43%
PCA
1899
Private Capital Advisors
Connecticut
$254K +$223K +2,601 New
AWM
1900
AllSquare Wealth Management
New York
$253K

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.