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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
LFA
2276
Livelsberger Financial Advisory
Ohio
$9.75K +$8.58K +100 New
UCI
2277
Uncommon Cents Investing
Wisconsin
$9.75K +$8.58K +100 New
GWSA
2278
Global Wealth Strategies & Associates
Colorado
$9.46K
FFA
2279
Frazier Financial Advisors
Ohio
$9.37K +$1.29K +15 +19%
VWA
2280
Valued Wealth Advisors
Utah
$9.36K +$944 +11 +13%
OA
2281
Operose Advisors
Wisconsin
$9.26K -$4.29K -50 -34%
KFP
2282
Keener Financial Planning
Texas
$9K
RFG
2283
REAP Financial Group
Texas
$8.97K +$7.89K +92 New
PA
2284
Pineridge Advisors
Missouri
$8.77K
SGC
2285
Slocum, Gordon & Co
Rhode Island
$8.58K
CNBT
2286
Cornerstone National Bank & Trust
Illinois
$8.19K +$7.21K +84 New
PCM
2287
Penserra Capital Management
California
$8K +$257 +3 +3%
MAM
2288
Marquette Asset Management
Minnesota
$7.8K
IAIM
2289
International Assets Investment Management
Florida
$7.72K +$64M +745,707 +11,217%
FFL
2290
Financial Freedom LLC
Ohio
$7.69K
CAM
2291
Creekmur Asset Management
Illinois
$7.41K -$1.72K -20 -21%
SRCM
2292
Signature Resources Capital Management
California
$7.31K -$86 -1 -1%
LOIM
2293
Liberty One Investment Management
Illinois
$7.1K -$16.2M -189,248 -100%
MSFP
2294
Mark Sheptoff Financial Planning
Connecticut
$6.73K
SC
2295
Steph & Co
Wisconsin
$6.53K
TFM
2296
TFC Financial Management
Massachusetts
$6.36K +$1.72K +20 +44%
HB
2297
Horizon Bancorp
Indiana
$6K -$4.29K -50 -45%
PCWA
2298
Pacific Capital Wealth Advisors
California
$5.95K -$25.6K -298 -83%
RWM
2299
Ruedi Wealth Management
Illinois
$5.85K -$3.17K -37 -38%
CHA
2300
Carmichael Hill & Associates
Maryland
$5.67K

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.