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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
GWM
1951
Gitterman Wealth Management
New Jersey
$230K -$311K -3,623 -61%
SFG
1952
SNS Financial Group
Minnesota
$230K +$202K +2,360 New
HCA
1953
Harbour Capital Advisors
Virginia
$230K +$206K +2,399 New
FBFS
1954
First Business Financial Services
Wisconsin
$230K -$24.7K -288 -11%
OFS
1955
Orrstown Financial Services
Pennsylvania
$230K -$28.7K -335 -12%
HWM
1956
HRC Wealth Management
Idaho
$229K +$202K +2,351 New
FSA
1957
Fort Sheridan Advisors
Illinois
$229K +$202K +2,350 New
PHAM
1958
Palisades Hudson Asset Management
Florida
$229K +$201K +2,348 New
MFC
1959
Mechanics Financial Corp
Ohio
$228K -$703K -8,199 -78%
JFA
1960
JNBA Financial Advisors
Minnesota
$228K -$27.5K -321 -12%
KCM
1961
Kathmere Capital Management
Pennsylvania
$228K +$201K +2,340 New
OBWG
1962
Onyx Bridge Wealth Group
New York
$226K +$199K +2,321 New
RWA
1963
Redhawk Wealth Advisors
Minnesota
$226K -$101K -1,177 -34%
SWM
1964
Seed Wealth Management
Illinois
$225K +$198K +2,313 New
FA
1965
Fermata Advisors
California
$225K -$45.9K -535 -19%
SRC
1966
Sage Rhino Capital
California
$225K +$198K +2,307 New
VSQM
1967
V-Square Quantitative Management
Illinois
$225K -$34.7K -405 -15%
CCM
1968
Cohen Capital Management
California
$224K +$198K +2,302 New
AIC
1969
Archer Investment Corporation
Indiana
$224K +$18.3K +213 +10%
SF
1970
Symphony Financial
Texas
$224K -$29.2K -340 -13%
CW
1971
Cook Wealth
North Carolina
$224K +$197K +2,298 New
WEG
1972
World Equity Group
Illinois
$223K -$109K -1,272 -36%
LFP
1973
Lakeshore Financial Planning
Michigan
$223K +$196K +2,285 New
HL
1974
HeadInvest LLC
Maine
$222K +$196K +2,280 New
PPWM
1975
Paragon Private Wealth Management
Kentucky
$222K -$80.8K -942 -29%

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.