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852 hedge funds and large institutions have $5.55B invested in Diageo in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 292 increasing their positions, 332 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.41% more ownership

Funds ownership: 2.48%9.89% (+7.4%)

5% less capital invested

Capital invested by funds: $5.83B → $5.55B (-$280M)

5% less call options, than puts

Call options by funds: $67.2M | Put options by funds: $71M

4% less funds holding

Funds holding: 888852 (-36)

12% less repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 332

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

27% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 92

Holders
852
Holders Change
-36
Holders Change %
-4.05%
% of All Funds
11.22%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
67
Increased
292
Reduced
332
Closed
92
Calls
$67.2M
Puts
$71M
Net Calls
-$3.77M
Net Calls Change
+$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ORG
226
Optimist Retirement Group
Washington
$1.94M +$1.74K +16 +0.1%
TPCW
227
TD Private Client Wealth
New York
$1.9M -$32.1K -296 -2%
Balyasny Asset Management
228
Balyasny Asset Management
Illinois
$1.89M +$2.03M +18,693 New
BHPW
229
Beverly Hills Private Wealth
California
$1.88M -$27.8K -256 -1%
FGC
230
Financial Gravity Companies
Texas
$1.86M +$2M +18,463 New
AI
231
Atom Investors
Texas
$1.85M +$1.99M +18,318 New
PFS
232
Prospera Financial Services
Texas
$1.84M +$52K +479 +3%
LF
233
Lantz Financial
Illinois
$1.84M +$339K +3,129 +21%
CA
234
Callahan Advisors
Texas
$1.83M -$56.7K -523 -3%
PF
235
Phoenix Financial
Israel
$1.81M +$1.95M +18,000 New
FFA
236
Farther Finance Advisors
California
$1.78M -$111K -1,021 -5%
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
$1.77M +$142K +1,311 +8%
BWM
238
BCGM Wealth Management
Indiana
$1.75M +$478K +4,410 +34%
SFA
239
Semmax Financial Advisors
North Carolina
$1.73M -$503K -4,637 -23%
MA
240
Montag & Associates
Georgia
$1.72M -$55.8K -514 -3%
CCM
241
Chiron Capital Management
Florida
$1.71M -$86.9K -801 -4%
VFA
242
Voya Financial Advisors
Connecticut
$1.71M +$93K +857 +5%
CTC
243
Central Trust Company
Missouri
$1.7M -$16.2K -149 -0.9%
HCM
244
Hutner Capital Management
Vermont
$1.69M -$103K -948 -5%
OPA
245
Old Port Advisors
Maine
$1.67M +$276K +2,548 +18%
VPIM
246
Vanguard Personalized Indexing Management
California
$1.67M +$105K +965 +6%
SIG
247
Sky Investment Group
Connecticut
$1.67M -$85.8K -791 -5%
CIA
248
Concurrent Investment Advisors
Florida
$1.66M +$205K +1,885 +13%
OC
249
Oppenheimer & Co
New York
$1.66M +$152K +1,399 +9%
SC
250
Sepio Capital
Utah
$1.63M -$19.2K -177 -1%

DEO Hedge Fund Activity: Q2 2025 in Review

852 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Diageo (DEO) for Q2 2025, worth a combined $5.55B — down 4.8% from $5.83B a quarter earlier.

Sellers outnumbered buyers: 92 funds closed out of DEO and 67 opened new positions — a net loss of 25 holders — while 332 trimmed existing stakes and 292 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $170M. The largest seller was Bank of America, cutting an estimated $108M.

  • 852 institutional investors held Diageo (DEO) as of Q2 2025, down from 888 in Q1 2025.
  • Funds reported $5.55B of Diageo stock for Q2 2025, down 4.8% quarter-over-quarter.
  • 67 funds opened new Diageo positions in Q2 2025 and 92 closed out, a net change of -25 holders.
  • The largest Diageo buyer in Q2 2025 was Manulife (Manufacturers Life Insurance), an estimated $170M added.
  • The largest Diageo seller in Q2 2025 was Bank of America, an estimated $108M sold.

Based on aggregated 13F filings for Q2 2025.