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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
JFG
2301
JDM Financial Group
Texas
$5.65K +$686 +8 +16%
DPW
2302
DiNuzzo Private Wealth
Pennsylvania
$5.56K -$257 -3 -5%
WCM
2303
Westend Capital Management
California
$5.46K
CMP
2304
Coston McIsaac & Partners
Maine
$5.38K +$67.4K +786 +1%
TCM
2305
Tributary Capital Management
Nebraska
$5.07K
MAM
2306
Morse Asset Management
Connecticut
$4.95K +$4.38K +51 New
AEPWM
2307
Atlantic Edge Private Wealth Management
Florida
$4.88K
HFM
2308
Hartford Financial Management
Connecticut
$4.09K
NI
2309
NCP Inc
California
$3.56K
PS
2310
PayPay Securities
Japan
$2.73K -$3.6K -42 -60%
CPA
2311
Clear Point Advisors
New York
$2.65K
PG
2312
Proffitt & Goodson
Tennessee
$2.54K +$2.23K +26 New
TCM
2313
TruNorth Capital Management
Michigan
$2.54K +$2.23K +26 New
TWD
2314
True Wealth Design
Ohio
$2.34K +$429 +5 +26%
GFL
2315
Granite FO LLC
New Hampshire
$2.24K +$1.97K +23 New
EFMH
2316
E Fund Management (HK)
Hong Kong
$2K
SIC
2317
SJS Investment Consulting
Ohio
$1.75K
MFG
2318
Mendota Financial Group
Wisconsin
$1.75K +$1.54K +18 New
PP
2319
PFS Partners
New Jersey
$1.67K
WBC
2320
West Branch Capital
Massachusetts
$1.65K +$515 +6 +55%
WOC
2321
West Oak Capital
California
$1.56K -$18.4K -215 -12%
VWWMG
2322
Vermillion & White Wealth Management Group
Pennsylvania
$1.37K
DAL
2323
Delta Accumulation LLC
California
$1.36K
TPW
2324
Talon Private Wealth
Florida
$1.27K +$1.11K +13 New
WA
2325
WestEnd Advisors
North Carolina
$780

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.