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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
AFP
1901
Ausdal Financial Partners
Iowa
$253K -$71.1K -829 -24%
FCA
1902
Fortis Capital Advisors
Kansas
$253K -$13K -151 -5%
AFG
1903
Allegheny Financial Group
Pennsylvania
$252K +$222K +2,590 New
PAM
1904
Peak Asset Management
Colorado
$252K
LP
1905
LGL Partners
Pennsylvania
$252K -$27.8K -324 -11%
SIC
1906
Sterling Investment Counsel
New York
$251K +$172 +2 +0.1%
SFP
1907
Sweet Financial Partners
Minnesota
$251K -$53.5K -623 -20%
MAM
1908
Mystic Asset Management
Rhode Island
$250K -$61.7K -719 -22%
GWSG
1909
GPS Wealth Strategies Group
Colorado
$250K +$11.3K +132 +5%
CT
1910
Colonial Trust
South Carolina
$249K -$26.9K -314 -11%
SCM
1911
Stonehearth Capital Management
Massachusetts
$249K -$1.37K -16 -0.6%
CWM
1912
Cedar Wealth Management
California
$249K
CWM
1913
Centurion Wealth Management
Virginia
$249K +$219K +2,554 New
HWMO
1914
Heritage Wealth Management (Ohio)
Ohio
$249K +$219K +2,550 New
LGW
1915
Leslie Global Wealth
Illinois
$248K +$218K +2,544 New
PCMC
1916
Private Capital Management (Colorado)
Colorado
$247K -$21.8K -254 -9%
HC
1917
Hamilton Capital
Ohio
$247K +$217K +2,529 New
HWM
1918
Horizon Wealth Management
Illinois
$247K +$217K +2,534 New
EA
1919
Emerald Advisors
Washington
$245K -$23.3K -272 -10%
SIC
1920
Sigma Investment Counselors
Michigan
$245K -$22.6K -263 -9%
SFA
1921
Souders Financial Advisors
Ohio
$244K +$215K +2,505 New
EMAM
1922
Encompass More Asset Management
California
$243K +$214K +2,497 New
AWM
1923
Aprio Wealth Management
Georgia
$243K -$44.3K -516 -17%
OFW
1924
Omnia Family Wealth
Florida
$242K +$213K +2,483 New
KCFA
1925
Key Client Fiduciary Advisors
New Jersey
$242K +$213K +2,481 New

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.