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Diageo
DEO

823 hedge funds and large institutions have $5.34B invested in Diageo in 2025 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 247 increasing their positions, 341 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

2% more call options, than puts

Call options by funds: $88.8M | Put options by funds: $87.3M

0.17% more ownership

Funds ownership: 9.89% → 10.06% (+0.17%)

4% less capital invested

Capital invested by funds: $5.55B → $5.34B (-$215M)

3% less funds holding

Funds holding: 852 → 823 (-29)

17% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 100

28% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 341

Holders
823
Holders Change
-29
Holders Change %
-3.4%
% of All Funds
10.8%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
83
Increased
247
Reduced
341
Closed
100
Calls
$88.8M
Puts
$87.3M
Net Calls
+$1.45M
Net Calls Change
+$5.22M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$140M
2
EIC
Equity Investment Corp
Georgia
+$102M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$82.1M
4
Raymond James Financial
Raymond James Financial
Florida
+$58.3M
5
CCM
Cullen Capital Management
New York
+$55.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$108M
2
LCOV
London Company of Virginia
Virginia
-$107M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$65.9M
4
Natixis Advisors
Natixis Advisors
Massachusetts
-$46.3M
5
ClearBridge Investments
ClearBridge Investments
New York
-$34.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
226
Sit Investment Associates
Minnesota
$1.85M -$286K -2,728 -12%
CA
227
Callahan Advisors
Texas
$1.83M +$99.4K +947 +5%
OSAM
228
O'Shaughnessy Asset Management
Connecticut
$1.81M -$217K -2,072 -10%
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$1.76M +$91.5K +872 +5%
PFS
230
Prospera Financial Services
Texas
$1.76M +$15K +143 +0.8%
WTA
231
Washington Trust Advisors
Massachusetts
$1.75M -$943K -8,985 -33%
LF
232
Lantz Financial
Illinois
$1.74M +$7.14K +68 +0.4%
FFA
233
Farther Finance Advisors
California
$1.74M +$64K +610 +3%
BWM
234
BCGM Wealth Management
Indiana
$1.74M +$86.7K +826 +5%
OPA
235
Old Port Advisors
Maine
$1.73M +$163K +1,557 +9%
N
236
Nuveen
North Carolina
$1.72M +$415K +3,958 +28%
Twin Tree Management
237
Twin Tree Management
Texas
$1.7M -$2.35M -22,351 -56%
DWM
238
Dakota Wealth Management
Florida
$1.67M -$419K -3,995 -19%
VPIM
239
Vanguard Personalized Indexing Management
California
$1.64M +$64K +610 +4%
OC
240
Oppenheimer & Co
New York
$1.61M +$42.3K +403 +2%
MA
241
Montag & Associates
Georgia
$1.6M -$27.6K -263 -2%
CCM
242
Chiron Capital Management
Florida
$1.6M -$20.9K -199 -1%
HCM
243
Hutner Capital Management
Vermont
$1.6M – – –
BHPW
244
Beverly Hills Private Wealth
California
$1.58M -$226K -2,152 -12%
CTC
245
Central Trust Company
Missouri
$1.54M -$70.1K -668 -4%
CIA
246
Concurrent Investment Advisors
Florida
$1.53M -$44.9K -428 -3%
SC
247
Sepio Capital
Utah
$1.53M -$17.2K -164 -1%
MFFIA
248
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$1.51M -$15.7K -150 -0.9%
GP
249
Greenline Partners
New York
$1.5M +$1.65M +15,744 New
VFA
250
Voya Financial Advisors
Connecticut
$1.5M -$131K -1,253 -7%
8 9
10
11 12

DEO Hedge Fund Activity: Q3 2025 in Review

823 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Diageo (DEO) for Q3 2025, worth a combined $5.34B — down 3.9% from $5.55B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of DEO and 83 opened new positions — a net loss of 17 holders — while 341 trimmed existing stakes and 247 added.

The largest buyer was GQG Partners, opening a new position worth an estimated $140M. The largest seller was Bank of America, cutting an estimated $108M.

  • 823 institutional investors held Diageo (DEO) as of Q3 2025, down from 852 in Q2 2025.
  • Funds reported $5.34B of Diageo stock for Q3 2025, down 3.9% quarter-over-quarter.
  • 83 funds opened new Diageo positions in Q3 2025 and 100 closed out, a net change of -17 holders.
  • The largest Diageo buyer in Q3 2025 was GQG Partners, an estimated $140M added.
  • The largest Diageo seller in Q3 2025 was Bank of America, an estimated $108M sold.

Based on aggregated 13F filings for Q3 2025.