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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
PP
2076
Pingora Partners
Wyoming
$146K -$17.2K -200 -12%
ICA
2077
Infrastructure Capital Advisors
New York
$146K +$129K +1,500 New
HCP
2078
Hexagon Capital Partners
Arkansas
$145K -$57.6K -671 -31%
BIM
2079
Breakwater Investment Management
Washington
$141K -$6.09K -71 -5%
BAM
2080
Byrne Asset Management
New Jersey
$140K +$43.3K +505 +54%
GGI
2081
Godsey & Gibb Inc
Virginia
$137K -$16.3M -189,908 -99%
GBT
2082
Grove Bank & Trust
Florida
$137K +$21.1K +246 +21%
GJIA
2083
Glass Jacobson Investment Advisors
Maryland
$131K +$4.38K +51 +4%
WPWM
2084
Western Pacific Wealth Management
Illinois
$129K
WI
2085
Wintrust Investments
Illinois
$128K -$858K -10,002 -88%
HGERS
2086
Householder Group Estate & Retirement Specialist
Arizona
$128K -$686 -8 -0.6%
ATC
2087
Advantage Trust Company
Kansas
$126K
NCM
2088
Northwest Capital Management
Oregon
$124K
JEST
2089
JTC Employer Solutions Trustee
Jersey
$122K
FC
2090
Fairscale Capital
New Hampshire
$120K
BHWM
2091
Beaird Harris Wealth Management
Texas
$120K -$5.06K -59 -5%
CWM
2092
CarsonAllaria Wealth Management
Illinois
$119K +$2.32K +27 +2%
W
2093
WealthCollab
Washington
$117K -$8.58K -100 -8%
Acadian Asset Management
2094
Acadian Asset Management
Massachusetts
$116K -$2.64M -30,783 -96%
A
2095
AlphaQuest
New York
$115K +$101K +1,179 New
WSC
2096
Wellington Shields & Co
New York
$114K -$90.7K -1,057 -48%
HRC
2097
Hoertkorn Richard Charles
$112K -$240K -2,800 -71%
SOW
2098
State of Wyoming
Wyoming
$112K +$97.5K +1,136 +10,327%
SFCL
2099
Strengthening Families & Communities LLC
Massachusetts
$112K +$86 +1 +0.1%
MAM
2100
Magellan Asset Management
Australia
$111K -$2.93M -34,154 -97%

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.