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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
LWMI
2251
Legacy Wealth Management (Idaho)
Idaho
$16.6K +$14.2K +166 New
BSB
2252
Bangor Savings Bank
Maine
$15.4K +$2.06K +24 +18%
RWA
2253
Redmont Wealth Advisors
Illinois
$15.3K
LJHT
2254
Laurie J. Hall Trustee
$15K -$4.29K -50 -25%
MTC
2255
Matrix Trust Company
Colorado
$15K +$13K +151 New
FFWM
2256
Future Financial Wealth Management
Ohio
$14.6K +$12.9K +150 New
AFS
2257
Annapolis Financial Services
Maryland
$13.9K
MSG
2258
Main Street Group
Virginia
$13.6K -$14.2K -166 -54%
AWM
2259
Activest Wealth Management
Florida
$13.3K +$2.32K +27 +25%
FAM
2260
Flaharty Asset Management
Florida
$13.1K +$11.5K +134 New
PCM
2261
Perritt Capital Management
Illinois
$12.9K +$86 +1 +0.8%
FW
2262
Fairway Wealth
Ohio
$12.9K -$12.6K -147 -53%
CFFP
2263
Center for Financial Planning
Michigan
$12.8K
CTWM
2264
Cherry Tree Wealth Management
Minnesota
$12.3K
HFS
2265
Horizon Financial Services
North Carolina
$12.2K
NA
2266
Nordwand Advisors
Pennsylvania
$12.1K
JGIA
2267
Jackson Grant Investment Advisers
Connecticut
$11.6K
PWM
2268
Partnership Wealth Management
Maryland
$11.6K
FP
2269
Financial Perspectives
Minnesota
$11.3K
FC
2270
Family CFO
California
$11.2K
IA
2271
IFS Advisors
Kansas
$10.9K
AA
2272
Addison Advisors
Vermont
$10.4K
CIAS
2273
CBIZ Investment Advisory Services
Ohio
$10.4K
GA
2274
GoalVest Advisory
New York
$10.4K +$9.18K +107 New
FG
2275
Fairman Group
Pennsylvania
$9.91K +$86 +1 +1%

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.