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888 hedge funds and large institutions have $5.83B invested in Diageo in 2025 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 282 increasing their positions, 349 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.42% less ownership

Funds ownership: 2.91%2.48% (-0.42%)

8% less funds holding

Funds holding: 968888 (-80)

19% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 349

24% less capital invested

Capital invested by funds: $7.68B → $5.83B (-$1.84B)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

29% less call options, than puts

Call options by funds: $50.8M | Put options by funds: $72M

42% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 144

Holders
888
Holders Change
-80
Holders Change %
-8.26%
% of All Funds
11.91%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
83
Increased
282
Reduced
349
Closed
144
Calls
$50.8M
Puts
$72M
Net Calls
-$21.2M
Net Calls Change
-$38M
Name Holding Trade Value Shares
Change
Change in
Stake
HTC
401
Haverford Trust Company
Pennsylvania
$615K -$238K -2,107 -26%
EIM
402
Ervin Investment Management
Washington
$614K -$55.4K -490 -8%
GWMR
403
GC Wealth Management RIA
Massachusetts
$604K +$66.7K +590 +11%
CCA
404
Catalyst Capital Advisors
New York
$601K
HNB
405
Huntington National Bank
Ohio
$599K -$176K -1,557 -21%
AWM
406
Axxcess Wealth Management
California
$596K +$31.1K +275 +5%
PFPT
407
Pinnacle Financial Partners (Tennessee)
Tennessee
$592K -$5.27M -46,623 -89%
RPCONE
408
Retirement Planning Company of New England
Rhode Island
$590K +$15.8K +140 +3%
Allspring Global Investments
409
Allspring Global Investments
North Carolina
$588K +$312K +2,762 +97%
BSB
410
Bangor Savings Bank
Maine
$581K -$58.2K -515 -8%
JPWM
411
Jamison Private Wealth Management
Georgia
$580K -$15.4K -136 -2%
WG
412
Welch Group
Alabama
$580K
RP
413
Raelipskie Partnership
Ontario, Canada
$579K +$5.65K +50 +0.9%
SAG
414
SageView Advisory Group
California
$571K +$10.1K +89 +2%
CFB
415
Cullen/Frost Bankers
Texas
$571K +$13.2K +117 +2%
CAS
416
Coppell Advisory Solutions
Texas
$568K -$132K -1,170 -19%
RPC
417
Rossmore Private Capital
Connecticut
$561K -$46.2K -409 -7%
KPWS
418
Kestra Private Wealth Services
Texas
$560K +$12.4K +110 +2%
FIA
419
Foundations Investment Advisors
Arizona
$556K -$211K -1,870 -26%
VVP
420
Venture Visionary Partners
Ohio
$555K +$34.5K +305 +6%
CWA
421
Crux Wealth Advisors
California
$553K +$110K +973 +23%
SWM
422
Salvus Wealth Management
New Jersey
$545K -$212K -1,876 -27%
CNBT
423
Canandaigua National Bank & Trust
New York
$541K -$55.3K -489 -9%
AA
424
Auxano Advisors
Washington
$539K +$199K +1,758 +52%
CWM
425
Compass Wealth Management
Connecticut
$537K -$4.75K -42 -0.8%

DEO Hedge Fund Activity: Q1 2025 in Review

888 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Diageo (DEO) for Q1 2025, worth a combined $5.83B — down 24% from $7.68B a quarter earlier.

Sellers outnumbered buyers: 144 funds closed out of DEO and 83 opened new positions — a net loss of 61 holders — while 349 trimmed existing stakes and 282 added.

The largest buyer was Point72 Asset Management, opening a new position worth an estimated $82.3M. The largest seller was Canoe Financial, cutting an estimated $912M.

  • 888 institutional investors held Diageo (DEO) as of Q1 2025, down from 968 in Q4 2024.
  • Funds reported $5.83B of Diageo stock for Q1 2025, down 24% quarter-over-quarter.
  • 83 funds opened new Diageo positions in Q1 2025 and 144 closed out, a net change of -61 holders.
  • The largest Diageo buyer in Q1 2025 was Point72 Asset Management, an estimated $82.3M added.
  • The largest Diageo seller in Q1 2025 was Canoe Financial, an estimated $912M sold.

Based on aggregated 13F filings for Q1 2025.