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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
CAS
2126
Coppell Advisory Solutions
Texas
$81.2K -$25.2K -294 -26%
KWAG
2127
Kiely Wealth Advisory Group
North Carolina
$80.5K
JSAM
2128
J. Safra Asset Management
New York
$79.7K +$70.3K +819 New
EWP
2129
Elevation Wealth Partners
California
$78.9K
WWP
2130
WR Wealth Planners
Missouri
$78.6K -$78.2K -911 -53%
LSA
2131
Leonteq Securities AG
Switzerland
$78.5K -$708K -8,253 -91%
GJWM
2132
Gilliland Jeter Wealth Management
Arkansas
$76.6K
PCMC
2133
Planning Capital Management Corporation
Pennsylvania
$76.2K +$6.18K +72 +10%
PWS
2134
Peterson Wealth Services
Utah
$76.1K +$66.9K +780 New
FMP
2135
Financial Management Professionals
Texas
$75K +$5.92K +69 +10%
CNBTD
2136
Citizens National Bank Trust Department
Mississippi
$73.6K
WB
2137
Webster Bank
Connecticut
$73.1K -$10.9K -127 -14%
TCG
2138
Transcendent Capital Group
Oklahoma
$71.1K +$172 +2 +0.3%
PWMG
2139
Prestige Wealth Management Group
New Jersey
$70.8K +$23.6K +275 +61%
CPA
2140
Capital Performance Advisors
California
$70.6K +$62.2K +725 New
CJL
2141
Cyrus J. Lawrence
New York
$70K -$44.6K -520 -42%
C
2142
Covestor
United Kingdom
$70K -$23.7K -276 -28%
CTA
2143
Colonial Trust Advisors
South Carolina
$68.7K +$86 +1 +0.1%
CCMI
2144
Creative Capital Management Investments
California
$67.8K
CCM
2145
Chilton Capital Management
Texas
$67.7K -$27.1K -316 -31%
SCA
2146
Stuart Chaussee & Associates
California
$66.8K
DWS
2147
Dynamic Wealth Strategies
California
$66K
RDFA
2148
Ritter Daniher Financial Advisory
Ohio
$65.4K
AAG
2149
Armstrong Advisory Group
Massachusetts
$64.8K -$2.57K -30 -4%
ACA
2150
American Capital Advisory
Idaho
$63.4K -$13.6K -158 -20%

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.