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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
SEC
2401
Seven Eight Capital
New York
-$882K -11,333 Closed
DAM
2402
Deltec Asset Management
New York
-$872K -11,200 Closed
LCM
2403
Landscape Capital Management
New Jersey
-$837K -10,753 Closed
DFC
2404
DB Fitzpatrick & Co
Idaho
-$827K -10,619 Closed
PTC
2405
Philadelphia Trust Company
Pennsylvania
-$819K -10,520 Closed
AC
2406
Annandale Capital
Texas
-$761K -9,775 Closed
SFG
2407
Sather Financial Group
Texas
-$695K -8,930 Closed
MAM
2408
Mirabaud Asset Management
United Kingdom
-$688K -8,836 Closed
CFG
2409
Cooper Financial Group
California
-$638K -8,200 Closed
BIA
2410
Benchmark Investment Advisors
Illinois
-$631K -8,100 Closed
GIM
2411
Grassi Investment Management
California
-$594K -7,632 Closed
MI
2412
Motiv8 Investments
Florida
-$582K -7,478 Closed
BDWCC
2413
B&D White Capital Company
Texas
-$556K -7,145 Closed
GC
2414
GFG Capital
Florida
-$523K -6,718 Closed
XT
2415
XTX Topco
Cayman Islands
-$515K -6,614 Closed
DS
2416
DRW Securities
Illinois
-$513K -6,609 Closed
CFSG
2417
Community Financial Services Group
Vermont
-$503K -6,463 Closed
RIA
2418
Realta Investment Advisors
Delaware
-$502K -6,444 Closed
SPA
2419
Sherbrooke Park Advisers
New York
-$495K -6,362 Closed
FC
2420
Forte Capital
New York
-$485K -6,236 Closed
TCM
2421
Triumph Capital Management
Colorado
-$473K -6,079 Closed
VCG
2422
Vantage Consulting Group
Virginia
-$455K -5,850 Closed
BI
2423
BlueSpruce Investments
Illinois
-$448K -5,760 Closed
SW
2424
SkyOak Wealth
Michigan
-$404K -5,184 Closed
SP
2425
Symmetry Partners
Connecticut
-$391K -5,022 Closed

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.