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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$10.8B +$77.2M +900,156 +0.8%
BlackRock
2
BlackRock
New York
$7.54B -$123M -1,438,020 -2%
State Street
3
State Street
Massachusetts
$4.48B +$37.5M +437,218 +1%
Capital World Investors
4
Capital World Investors
California
$4.46B +$3.55B +41,331,058 +935%
Morgan Stanley
5
Morgan Stanley
New York
$2.53B -$51.7M -602,169 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.36B +$28.6M +333,004 +1%
Bank of America
7
Bank of America
North Carolina
$2.01B -$48.9M -570,485 -3%
Wells Fargo
8
Wells Fargo
California
$1.98B -$6.81M -79,398 -0.4%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$1.93B +$602M +7,015,375 +55%
JP Morgan Chase
10
JP Morgan Chase
New York
$1.82B +$707M +8,246,120 +79%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$1.77B +$1.02B +11,906,323 +190%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$1.48B +$652M +7,598,146 +101%
N
13
Nuveen
North Carolina
$1.4B +$169M +1,967,572 +16%
Norges Bank
14
Norges Bank
Norway
$1.28B -$128M -1,488,096 -10%
Northern Trust
15
Northern Trust
Illinois
$1.26B -$52.3M -609,896 -4%
Fisher Asset Management
16
Fisher Asset Management
Washington
$1.15B +$28.1M +327,734 +3%
Invesco
17
Invesco
Georgia
$1.02B +$154M +1,800,618 +21%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$980M +$59.2M +690,465 +7%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$969M -$28.4M -330,717 -3%
Capital International Investors
20
Capital International Investors
California
$967M +$277M +3,231,116 +48%
Charles Schwab
21
Charles Schwab
California
$936M -$60.1M -701,024 -7%
UBS Group
22
UBS Group
Switzerland
$755M -$50.4M -586,897 -7%
Barclays
23
Barclays
United Kingdom
$693M -$1.42B -16,547,395 -70%
Legal & General Group
24
Legal & General Group
United Kingdom
$654M +$1.08M +12,545 +0.2%
Goldman Sachs
25
Goldman Sachs
New York
$650M -$63.3M -737,387 -10%

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.