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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
PWM
2026
PBMares Wealth Management
Virginia
$208K +$183K +2,133 New
NDSI
2027
Newman Dignan & Sheerar Inc
Rhode Island
$208K +$182K +2,118 New
TWM
2028
Tradition Wealth Management
Minnesota
$207K -$41K -478 -18%
OWA
2029
One Wealth Advisors
California
$206K +$182K +2,117 New
OPCM
2030
Osborne Partners Capital Management
California
$206K +$182K +2,117 New
RAM
2031
Roanoke Asset Management
New Jersey
$206K +$181K +2,109 New
PIAS
2032
PCA Investment Advisory Services
Ohio
$206K +$181K +2,108 New
RWMG
2033
Redwood Wealth Management Group
New Jersey
$205K +$4.98K +58 +3%
TSWM
2034
Triangle Securities Wealth Management
North Carolina
$204K -$274K -3,191 -60%
BSC
2035
Brown Shipley & Co
United Kingdom
$204K -$107K -1,250 -37%
OS
2036
Objectivity Squared
South Carolina
$204K +$182K +2,118 New
RIP
2037
RAM Investment Partners
Washington
$203K +$179K +2,085 New
OWM
2038
Opes Wealth Management
California
$203K +$179K +2,084 New
CFG
2039
CKW Financial Group
Hawaii
$203K
SFS
2040
Summit Financial Strategies
Ohio
$202K +$178K +2,069 New
TW
2041
Traveka Wealth
California
$201K -$55.8K -650 -24%
GCA
2042
Greenwood Capital Associates
South Carolina
$200K +$176K +2,056 New
MWA
2043
Martel Wealth Advisors
Washington
$200K -$69.8K -813 -28%
HBT
2044
Hills Bank & Trust
Iowa
$199K -$21.1K -246 -11%
PAG
2045
Paladin Advisory Group
Iowa
$196K
LWANC
2046
Laurel Wealth Advisors (North Carolina)
North Carolina
$196K
OWP
2047
ORG Wealth Partners
Texas
$195K +$172K +2,005 New
VCM
2048
Versant Capital Management
Arizona
$193K +$43.2K +504 +34%
QL
2049
Quarry LP
New York
$188K -$104K -1,215 -39%
BGAI
2050
Bruce G. Allen Investments
Colorado
$187K -$11.6K -135 -7%

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.