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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
CCMG
2001
Clark Capital Management Group
Pennsylvania
$216K +$190K +2,212 New
CNB
2002
Camden National Bank
Maine
$216K +$190K +2,212 New
AAP
2003
Arax Advisory Partners
Colorado
$215K +$3.52K +41 +2%
ATFA
2004
All Terrain Financial Advisors
Minnesota
$215K +$189K +2,208 New
BAAM
2005
Baker Avenue Asset Management
California
$215K +$189K +2,204 New
NIA
2006
NIA Impact Advisors
California
$215K +$189K +2,202 New
AC
2007
ASB Consultores
Florida
$213K +$188K +2,188 New
PK
2008
Pflug Koory
Nebraska
$213K +$188K +2,188 New
WLPWM
2009
Walled Lake Planning & Wealth Management
Illinois
$213K +$187K +2,185 New
DA
2010
Dover Advisors
Virginia
$213K -$115K -1,341 -38%
AOWM
2011
Alpha Omega Wealth Management
Virginia
$212K +$187K +2,179 New
VBFP
2012
Valtinson Bruner Financial Planning
Minnesota
$212K +$187K +2,178 New
CMTU
2013
Capital Markets Trading (UK)
United Kingdom
$212K +$187K +2,177 New
BW
2014
BIP Wealth
Georgia
$211K +$185K +2,162 New
AFAS
2015
Acorn Financial Advisory Services
Virginia
$211K +$185K +2,161 New
5SA
2016
5th Street Advisors
Connecticut
$211K +$185K +2,160 New
ZIC
2017
ZWJ Investment Counsel
Georgia
$210K +$185K +2,159 New
ACS
2018
Archford Capital Strategies
Illinois
$210K +$190K +2,219 New
IC
2019
Iconiq Capital
California
$210K +$185K +2,155 New
SB
2020
Strategic Blueprint
Georgia
$209K +$184K +2,145 New
SHFA
2021
SS&H Financial Advisors
Michigan
$209K +$184K +2,144 New
ORAM
2022
One River Asset Management
Connecticut
$209K -$34.3K -400 -16%
FCA
2023
FinTrust Capital Advisors
South Carolina
$209K -$38.7K -451 -17%
CIP
2024
Convergence Investment Partners
Florida
$209K +$184K +2,141 New
AIS
2025
AM Investment Strategies
Tennessee
$208K +$183K +2,136 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.