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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
MWA
2176
MFA Wealth Advisors
Pennsylvania
$44.6K +$5.58K +65 +17%
AP
2177
Aspect Partners
Virginia
$44.4K +$86 +1 +0.2%
PGAM
2178
Princeton Global Asset Management
New Jersey
$43.9K -$30.6K -357 -44%
BMC
2179
Bear Mountain Capital
Washington
$43.7K +$86 +1 +0.2%
CSWM
2180
Cassady Schiller Wealth Management
Ohio
$43.6K -$1.46K -17 -4%
DIP
2181
DT Investment Partners
Pennsylvania
$41.7K +$10.4K +121 +39%
CYG
2182
Clean Yield Group
Vermont
$40.6K -$16.6K -194 -32%
HWM
2183
HighMark Wealth Management
Minnesota
$39.5K -$3K -35 -8%
OC
2184
Oarsman Capital
Wisconsin
$39.1K +$34.4K +401 New
SWC
2185
Spectrum Wealth Counsel
Indiana
$39K -$2.66K -31 -7%
KLWA
2186
Kelly Lawrence W & Associates
California
$39K
SA
2187
SRH Advisors
Kansas
$39K
SIS
2188
Strategic Investment Solutions
Illinois
$38.6K +$6.01K +70 +22%
BIA
2189
Bell Investment Advisors
California
$38K
FCG
2190
Financial Connections Group
California
$38K
NMG
2191
New Millennium Group
Utah
$37.5K +$4.29K +50 +15%
GSEP
2192
Golden State Equity Partners
California
$37.1K -$319K -3,713 -91%
EA
2193
Evolution Advisers
Virginia
$37K
MTIC
2194
Missouri Trust & Investment Company
Missouri
$36.6K
BFPW
2195
BOK Financial Private Wealth
Colorado
$35.9K
FCT
2196
First Community Trust
Iowa
$35.4K
CA
2197
Centerpoint Advisors
Massachusetts
$35K
MBFW
2198
Morton Brown Family Wealth
Pennsylvania
$34.2K
HGA
2199
Hobbs Group Advisors
South Carolina
$33.3K -$172 -2 -0.6%
MWM
2200
Mascoma Wealth Management
New Hampshire
$32.5K

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.