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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
CH
2226
Canton Hathaway
Rhode Island
$24K +$21.4K +250 New
RWM
2227
Reston Wealth Management
Virginia
$23.4K +$20.6K +240 New
HWA
2228
HHM Wealth Advisors
Tennessee
$23.3K +$86 +1 +0.4%
CM
2229
Capula Management
Cayman Islands
$23.2K +$20.4K +238 New
RCM
2230
Richardson Capital Management
Wisconsin
$22.8K
CB
2231
Centennial Bank
Arkansas
$22.5K
SWM
2232
Sanctuary Wealth Management
Idaho
$22.3K +$13.8K +161 +237%
GWMI
2233
Guardian Wealth Management (Illinois)
Illinois
$22.1K +$14.1K +164 +260%
NPP
2234
New Potomac Partners
Maryland
$21.8K +$19.2K +224 New
CPG
2235
Cornerstone Planning Group
New Jersey
$21.6K -$121K -1,412 -86%
PP
2236
PrairieView Partners
Minnesota
$21K
AP
2237
Atwood & Palmer
Missouri
$20.2K
DRS
2238
Deane Retirement Strategies
Louisiana
$20.1K
ECM
2239
Estabrook Capital Management
New York
$20K
APW
2240
Atlantic Private Wealth
North Carolina
$19.5K +$17.2K +200 New
EWM
2241
Evermay Wealth Management
Virginia
$19.2K -$22K -256 -57%
RAM
2242
Riggs Asset Management
Pennsylvania
$19.1K +$686 +8 +4%
UIA
2243
Ulland Investment Advisors
Minnesota
$19K
OAJ
2244
Ogorek Anthony Joseph
New York
$19K +$86 +1 +0.5%
CJ
2245
Caitlin John
Michigan
$19K -$472K -5,502 -97%
MCM
2246
MidAtlantic Capital Management
Virginia
$18.5K
SC
2247
Stephens Consulting
Michigan
$17.1K -$13.7K -160 -48%
CP
2248
Castleview Partners
Texas
$16.7K -$515 -6 -3%
FIM
2249
FWL Investment Management
Texas
$16.6K -$39.9K -465 -73%
LIS
2250
Legacy Investment Solutions
Idaho
$16.6K +$14.2K +166 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.