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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
GCM
1976
Greenland Capital Management
New York
$221K +$194K +2,267 New
SHGA
1977
Sand Hill Global Advisors
California
$221K +$194K +2,264 New
SAM
1978
Synergy Asset Management
Washington
$221K +$194K +2,263 New
GA
1979
Goldstein Advisors
Wisconsin
$220K +$194K +2,259 New
SPWG
1980
Syntegra Private Wealth Group
Missouri
$220K +$194K +2,258 New
RPCA
1981
Running Point Capital Advisors
California
$220K +$193K +2,255 New
SFG
1982
Sovereign Financial Group
Connecticut
$220K -$87.9K -1,024 -31%
IF
1983
Intrua Financial
Texas
$219K -$528K -6,156 -73%
BIP
1984
Blueprint Investment Partners
North Carolina
$219K +$193K +2,248 New
AI
1985
Accredited Investors
Minnesota
$219K +$193K +2,246 New
GWP
1986
Gen-Wealth Partners
Michigan
$219K -$34.3K -400 -15%
FF
1987
Francis Financial
$219K +$193K +2,244 New
PCG
1988
Prosperity Consulting Group
Maryland
$219K +$192K +2,241 New
RFN
1989
Redwood Financial Network
Ohio
$218K +$192K +2,241 New
MFA
1990
Mayflower Financial Advisors
Massachusetts
$218K +$192K +2,238 New
RRA
1991
Round Rock Advisors
Connecticut
$218K +$192K +2,234 New
SW
1992
Simplicity Wealth
New Jersey
$218K -$3.14M -36,594 -94%
CPWA
1993
Cerro Pacific Wealth Advisors
California
$218K
NRWA
1994
North Ridge Wealth Advisors
Oregon
$217K +$191K +2,229 New
ANB
1995
Amarillo National Bank
Texas
$217K +$191K +2,228 New
ES
1996
ETF Store
Kansas
$217K +$191K +2,226 New
KC
1997
Kinloch Capital
Virginia
$217K +$191K +2,225 New
JAG
1998
Journey Advisory Group
Kentucky
$216K
MCM
1999
MV Capital Management
Maryland
$216K +$8.58K +100 +5%
CFD
2000
Creative Financial Designs
Indiana
$216K -$81.6K -951 -30%

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.