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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
ECM
2101
Elgethun Capital Management
South Dakota
$109K -$3.75M -43,749 -98%
SL
2102
Salomon & Ludwin
Virginia
$109K +$5.92K +69 +7%
LWA
2103
Lowe Wealth Advisors
Maryland
$108K -$3.86K -45 -4%
VAMG
2104
Voisard Asset Management Group
Michigan
$107K
DFA
2105
DHJJ Financial Advisors
Illinois
$107K -$86 -1 -0.1%
HBW
2106
Hazlett, Burt & Watson
West Virginia
$106K -$220K -2,562 -70%
GTAM
2107
Global Trust Asset Management
Florida
$106K +$429 +5 +0.5%
FMTCOCP
2108
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$102K
TF
2109
Tompkins Financial
New York
$102K +$39.3K +458 +78%
GG
2110
Gleason Group
Kentucky
$98.2K -$2.4K -28 -3%
PSB
2111
Piscataqua Savings Bank
New Hampshire
$96K
CLOS
2112
Compagnie Lombard Odier SCmA
Switzerland
$95.5K
PPA
2113
Painted Porch Advisors
California
$93.3K +$429 +5 +0.5%
PWMG
2114
Private Wealth Management Group
New Jersey
$90.4K +$429 +5 +0.5%
OCM
2115
Osterweis Capital Management
California
$89.7K
TFIPS
2116
Towarzystwo Funduszy Inwestycyjnych PZU SA
$89.6K
FDCP
2117
Foster Dykema Cabot & Partners
Massachusetts
$89.4K +$27K +315 +52%
YAL
2118
Your Advocates Ltd
Texas
$89.1K
MLA
2119
MB, Levis & Associates
Pennsylvania
$89.1K +$343 +4 +0.4%
CWC
2120
Carolinas Wealth Consulting
North Carolina
$86.5K -$106K -1,235 -58%
TIM
2121
Tortoise Investment Management
New York
$85.7K
RS
2122
Rakuten Securities
Japan
$85.4K -$64.1K -747 -46%
Optiver Holding
2123
Optiver Holding
Netherlands
$85K -$83K -967 -53%
BCMLT
2124
Beacon Capital Management LLC (Tennessee)
Tennessee
$84.6K +$25.7K +300 +53%
HWM
2125
Hemington Wealth Management
Virginia
$83K +$72.9K +850 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.