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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
MAM
2151
Meeder Asset Management
Ohio
$63.3K -$24K -280 -30%
MRCM
2152
M&R Capital Management
New Jersey
$63.1K +$6.86K +80 +14%
BONH
2153
Bank of New Hampshire
New Hampshire
$62.9K -$53.1K -619 -49%
PCFFS
2154
Pacific Center for Financial Services
California
$62.5K +$2.57K +30 +5%
GKIM
2155
GW&K Investment Management
Massachusetts
$61K +$20.2K +236 +60%
GEA
2156
Glen Eagle Advisors
New Jersey
$60.9K -$11.2K -131 -17%
CTB
2157
Country Trust Bank
Illinois
$60.6K -$26.9K -314 -34%
AWM
2158
Abound Wealth Management
Tennessee
$60.4K +$86 +1 +0.2%
1IA
2159
1620 Investment Advisors
Massachusetts
$59.3K +$772 +9 +2%
FPF
2160
First Pacific Financial
Washington
$58.7K
BC
2161
Barrett & Company
Rhode Island
$56.5K
FGA
2162
Fortis Group Advisors
New Jersey
$54.6K
BBPWM
2163
Blue Bell Private Wealth Management
Pennsylvania
$52.8K -$8.58K -100 -16%
WWM
2164
Wolff Wiese Magana
California
$52.6K +$86 +1 +0.2%
OLVIG
2165
Oliver Lagore Vanvalin Investment Group
Michigan
$52.1K +$10.7K +125 +31%
CCA
2166
Criterion Capital Advisors
Tennessee
$52K
FFA
2167
Fairfield Financial Advisors
Massachusetts
$51.7K +$257 +3 +0.6%
FF
2168
Friedenthal Financial
New Jersey
$50.5K +$44.4K +518 New
FWM
2169
FSA Wealth Management
Massachusetts
$48.8K +$42.9K +500 New
WFA
2170
West Financial Advisors
Iowa
$48.5K
KA
2171
Kozak & Associates
Colorado
$48.2K +$257 +3 +0.6%
AT
2172
Arlington Trust
Alabama
$46.6K -$62.2K -725 -60%
RCM
2173
Raleigh Capital Management
North Carolina
$46K +$3.6K +42 +10%
POIA
2174
Pin Oak Investment Advisors
Texas
$45K +$4.98K +58 +14%
ACM
2175
Anfield Capital Management
California
$44.6K

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.