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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
CIR
2201
Clear Investment Research
Georgia
$32.4K -$172 -2 -0.6%
WOSD
2202
WFA of San Diego
California
$32.2K +$6.86K +80 +32%
DF
2203
DecisionPoint Financial
Arizona
$31.7K
CCMW
2204
Cypress Capital Management (Wyoming)
Wyoming
$31.6K
AWM
2205
Atticus Wealth Management
Florida
$31.2K -$858 -10 -3%
SC
2206
Solstein Capital
California
$31K
LOIP
2207
Live Oak Investment Partners
Texas
$30.7K
WAG
2208
Wiser Advisor Group
Arizona
$29.9K +$4.03K +47 +18%
RDIA
2209
RE Dickinson Investment Advisors
Iowa
$29.7K
CWA
2210
Carolina Wealth Advisors
South Carolina
$29.5K +$4.12K +48 +19%
T
2211
Tidemark
California
$29.3K +$86 +1 +0.3%
MWA
2212
Moser Wealth Advisors
Washington
$29.2K
SR
2213
Syntax Research
Florida
$29.2K
KPP
2214
Kings Path Partners
Texas
$28.9K
ZC
2215
Zeit Capital
Colorado
$28.9K
LB
2216
Legacy Bridge
Iowa
$28.8K
DAM
2217
Delta Asset Management
Tennessee
$27.7K +$3.69K +43 +18%
RTL
2218
Red Tortoise LLC
Georgia
$26.9K
TCPG
2219
Trivant Custom Portfolio Group
California
$26.8K
OW
2220
Olistico Wealth
Oklahoma
$26.2K -$11.3K -132 -33%
APW
2221
Acima Private Wealth
Virginia
$25.4K
TCM
2222
TD Capital Management
Tennessee
$24.8K +$86 +1 +0.4%
IFS
2223
Intelligent Financial Strategies
Minnesota
$24.8K -$343 -4 -2%
RWML
2224
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$24.7K
CWM
2225
Cranbrook Wealth Management
Michigan
$24.4K

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.