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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
DWM
2051
Darwin Wealth Management
Florida
$185K +$163K +1,900 New
DWA
2052
Dougherty Wealth Advisers
Minnesota
$182K
CT
2053
Clearstead Trust
Maine
$179K +$3.69K +43 +2%
CFS
2054
CGC Financial Services
Oregon
$178K -$13.7K -160 -8%
CWP
2055
Concord Wealth Partners
Virginia
$177K +$16.9K +197 +12%
CCA
2056
Catalyst Capital Advisors
New York
$173K +$58.3K +679 +62%
LI
2057
LRI Investments
Florida
$173K -$13K -151 -8%
RI
2058
Ridgewood Investments
New Jersey
$172K +$40.3K +470 +36%
USB
2059
Union Savings Bank
Connecticut
$172K +$15K +175 +11%
PS
2060
Planned Solutions
California
$164K +$144K +1,682 New
OP
2061
ORG Partners
Indiana
$162K -$175K -2,039 -55%
GFPC
2062
Global Financial Private Client
Florida
$162K +$12.1K +141 +9%
EBA
2063
Eagle Bay Advisors
New York
$161K -$30.3K -353 -18%
HNB
2064
Hilltop National Bank
Wyoming
$159K +$4.46K +52 +3%
NFA
2065
Northwest Financial Advisors
Virginia
$158K +$139K +1,625 New
PMFA
2066
Plante Moran Financial Advisors
Michigan
$157K -$101K -1,180 -42%
SCM
2067
Silvant Capital Management
Georgia
$156K
LIA
2068
Luken Investment Analytics
Tennessee
$156K
CWM
2069
Compass Wealth Management
Connecticut
$156K +$86 +1 +0.1%
TAM
2070
Tucker Asset Management
Colorado
$154K -$114K -1,332 -46%
OPTFSNA
2071
Old Point Trust & Financial Services N A
Virginia
$153K -$8.92K -104 -6%
AW
2072
Avion Wealth
Texas
$152K -$6.01K -70 -4%
SWM
2073
Sugarloaf Wealth Management
Georgia
$150K -$22.1K -258 -14%
MA
2074
MCF Advisors
Kentucky
$149K +$257 +3 +0.2%
RA
2075
Rise Advisors
New York
$147K -$3.26K -38 -2%

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.