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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
MPI
2451
Mairs & Power Inc
Minnesota
-$226K -2,899 Closed
APG
2452
Abacus Planning Group
South Carolina
-$221K -2,839 Closed
MC
2453
Machina Capital
France
-$220K -2,832 Closed
IFPG
2454
Intrepid Financial Planning Group
Indiana
-$215K -2,761 Closed
ECU
2455
Eisler Capital (US)
New York
-$236K -2,755 Closed
FIM
2456
Fernwood Investment Management
Massachusetts
-$214K -2,743 Closed
EFG
2457
Embree Financial Group
Illinois
-$205K -2,635 Closed
DPIM
2458
Duff & Phelps Investment Management
Illinois
-$203K -2,612 Closed
MWA
2459
Monograph Wealth Advisors
California
-$202K -2,600 Closed
EWA
2460
Evolution Wealth Advisors
Florida
-$200K -2,571 Closed
CFC
2461
Coyle Financial Counsel
Illinois
-$234K -2,563 Closed
GC
2462
Gibson Capital
Pennsylvania
-$178K -2,284 Closed
NFSG
2463
Newbridge Financial Services Group
Florida
-$162K -2,081 Closed
TWP
2464
Triad Wealth Partners
Kansas
-$143K -1,838 Closed
CA
2465
Crewe Advisors
Utah
-$134K -1,726 Closed
WFS
2466
Widmann Financial Services
Maryland
-$104K -1,336 Closed
LIA
2467
Lynx Investment Advisory
District of Columbia
-$73.7K -946 Closed
KFS
2468
Kelly Financial Services
Massachusetts
-$67.6K -868 Closed
TSWM
2469
Tyler-Stone Wealth Management
Ohio
-$63.7K -818 Closed
MS
2470
Mizuho Securities
Japan
-$59.9K -770 Closed
YDMI
2471
Y.D. More Investments
Israel
-$54K -697 Closed
AFWM
2472
Abich Financial Wealth Management
Virginia
-$50.1K -643 Closed
OCM
2473
Orion Capital Management
California
-$49.7K -639 Closed
RFA
2474
Register Financial Advisors
Georgia
-$48.9K -628 Closed
SAM
2475
S.A. Mason
Michigan
-$43.4K -558 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.