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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
CAM
1926
Cozad Asset Management
Illinois
$241K +$212K +2,474 New
RHJA
1927
Rice Hall James & Associates
California
$241K +$212K +2,468 New
WDG
1928
Wealth Dimensions Group
Ohio
$240K +$211K +2,465 New
BWL
1929
Bogart Wealth LLC
Virginia
$238K -$4.12M -48,024 -95%
GJCM
1930
Grand Jean Capital Management
California
$238K +$210K +2,443 New
YWS
1931
Yarger Wealth Strategies
Ohio
$238K +$209K +2,440 New
TFP
1932
Tilia Fiduciary Partners
North Carolina
$236K +$208K +2,422 New
RW
1933
REDW Wealth
New Mexico
$236K +$208K +2,421 New
PCA
1934
Pallas Capital Advisors
Massachusetts
$235K +$208K +2,421 New
C
1935
Certuity
Florida
$235K +$207K +2,413 New
RF
1936
Robinswood Financial
Washington
$235K -$41.4K -483 -17%
KFGK
1937
Keystone Financial Group (Kentucky)
Kentucky
$234K +$206K +2,401 New
CWM
1938
Campbell Wealth Management
Virginia
$234K +$206K +2,399 New
WCA
1939
Westover Capital Advisors
Delaware
$234K +$206K +2,400 New
AIP
1940
ARS Investment Partners
New York
$234K +$206K +2,399 New
NCM
1941
Northside Capital Management
Oregon
$234K +$206K +2,398 New
IAG
1942
Investment Advisory Group
Massachusetts
$234K -$16.2K -189 -7%
BFAG
1943
Blackston Financial Advisory Group
Florida
$234K +$206K +2,396 New
CT
1944
Coastline Trust
Rhode Island
$232K -$715K -8,330 -78%
KWMG
1945
King Wealth Management Group
Florida
$232K +$204K +2,376 New
CFS
1946
Commonwealth Financial Services
West Virginia
$232K +$204K +2,379 New
BCP
1947
Blue Chip Partners
Michigan
$232K -$37.2K -434 -15%
AWA
1948
Archvest Wealth Advisors
California
$231K +$204K +2,374 New
DF
1949
Dunhill Financial
United Kingdom
$231K +$11.9K +139 +6%
DWM
1950
Destination Wealth Management
California
$231K +$203K +2,367 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.