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Starbucks
SBUX

Overview Fund Activity

2,313 hedge funds and large institutions have $83.6B invested in Starbucks in 2024 Q3 according to their latest regulatory filings, with 269 funds opening new positions, 755 increasing their positions, 1,078 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,313
Holders Change
+76
Holders Change %
+3.4%
% of All Funds
33.45%
Holding in Top 10
34
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+54.55%
% of All Funds
0.49%
New
269
Increased
755
Reduced
1,078
Closed
165
Calls
$4.28B
Puts
$3.53B
Net Calls
+$741M
Net Calls Change
+$941M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$4.03B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.16B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$804M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$741M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$684M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$1.61B
2
Citadel Advisors
Citadel Advisors
Florida
-$446M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$381M
4
Stifel Financial
Stifel Financial
Missouri
-$357M
5
Marshall Wace
Marshall Wace
United Kingdom
-$326M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCA
2026
Greenwood Capital Associates
South Carolina
$200K +$200K +2,056 New
MWA
2027
Martel Wealth Advisors
Washington
$200K -$78.5K -813 -28%
HBT
2028
Hills Bank & Trust
Iowa
$199K -$24K -246 -11%
PAG
2029
Paladin Advisory Group
Iowa
$196K – – –
LWANC
2030
Laurel Wealth Advisors (North Carolina)
North Carolina
$196K – – –
OWP
2031
ORG Wealth Partners
Texas
$195K +$195K +2,005 New
VCM
2032
Versant Capital Management
Arizona
$193K +$49.1K +504 +34%
QL
2033
Quarry LP
New York
$188K -$118K -1,215 -39%
BGAI
2034
Bruce G. Allen Investments
Colorado
$187K -$13.2K -135 -7%
DWM
2035
Darwin Wealth Management
Florida
$185K +$185K +1,900 New
DWA
2036
Dougherty Wealth Advisers
Minnesota
$182K – – –
CT
2037
Clearstead Trust
Maine
$179K +$4.19K +43 +2%
CFS
2038
CGC Financial Services
Oregon
$178K -$15.6K -160 -8%
CWP
2039
Concord Wealth Partners
Virginia
$177K +$19.2K +197 +12%
CCA
2040
Catalyst Capital Advisors
New York
$173K +$66.2K +679 +62%
LI
2041
LRI Investments
Florida
$173K -$15K -151 -8%
RI
2042
Ridgewood Investments
New Jersey
$172K +$45.8K +470 +36%
USB
2043
Union Savings Bank
Connecticut
$172K +$17.1K +175 +11%
PS
2044
Planned Solutions
California
$164K +$164K +1,682 New
OP
2045
ORG Partners
Indiana
$162K -$199K -2,039 -55%
GFPC
2046
Global Financial Private Client
Florida
$162K +$13.7K +141 +9%
EBA
2047
Eagle Bay Advisors
New York
$161K -$34.4K -353 -18%
HNB
2048
Hilltop National Bank
Wyoming
$159K +$5.07K +52 +3%
NFA
2049
Northwest Financial Advisors
Virginia
$158K +$158K +1,625 New
PMFA
2050
Plante Moran Financial Advisors
Michigan
$157K -$115K -1,180 -42%
80 81
82
83 84