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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
SFS
2426
Sharp Financial Services
Pennsylvania
-$388K -4,988 Closed
CCP
2427
Clarity Capital Partners
California
-$368K -4,726 Closed
SCM
2428
Semanteon Capital Management
Massachusetts
-$367K -4,709 Closed
WHG
2429
Westwood Holdings Group
Texas
-$364K -4,671 Closed
JGC
2430
J. Goldman & Co
New York
-$354K -4,546 Closed
TTWM
2431
TCV Trust & Wealth Management
Virginia
-$329K -4,230 Closed
LOAMU
2432
Lombard Odier Asset Management (USA)
New York
-$328K -4,214 Closed
BHCM
2433
Brevan Howard Capital Management
Jersey
-$318K -4,089 Closed
3IP
2434
3Chopt Investment Partners
Virginia
-$316K -4,065 Closed
MTIM
2435
Marathon Trading Investment Management
Pennsylvania
-$345K -4,020 Closed
GFG
2436
Goldstone Financial Group
Illinois
-$303K -3,896 Closed
GCP
2437
Garda Capital Partners
Minnesota
-$334K -3,891 Closed
SAM
2438
Secure Asset Management
Michigan
-$296K -3,805 Closed
WC
2439
Wexford Capital
Florida
-$296K -3,801 Closed
MCCA
2440
Mill Creek Capital Advisors
Pennsylvania
-$293K -3,765 Closed
GCP
2441
GSA Capital Partners
United Kingdom
-$280K -3,603 Closed
CIA
2442
Cladis Investment Advisory
Montana
-$279K -3,580 Closed
AWP
2443
Ascent Wealth Partners
New York
-$274K -3,514 Closed
OFG
2444
Omega Financial Group
California
-$269K -3,459 Closed
MYLI
2445
Meiji Yasuda Life Insurance
Japan
-$268K -3,437 Closed
MCC
2446
Malaga Cove Capital
California
-$260K -3,335 Closed
BCM
2447
BlueCrest Capital Management
Jersey
-$249K -3,199 Closed
FIM
2448
Freedom Investment Management
Connecticut
-$246K -3,166 Closed
SMWM
2449
Silvia McColl Wealth Management
California
-$227K -2,916 Closed
BC
2450
Burney Company
Virginia
-$226K -2,904 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.