We are live on ! Find out more

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
SWM
576
Spire Wealth Management
Virginia
$281K -$98.1K -868 -24%
BCM
577
Brookstone Capital Management
Illinois
$279K +$13.9K +123 +5%
CHAM
578
Clear Harbor Asset Management
Connecticut
$278K +$11.1K +98 +4%
PPC
579
Park Place Capital
Alabama
$277K +$58.1K +514 +24%
OWA
580
One Wealth Advisors
California
$276K +$35.5K +314 +14%
VCM
581
Versant Capital Management
Arizona
$274K +$276K +2,438 +1,354%
CT
582
Caldwell Trust
Florida
$274K -$25.1K -222 -8%
FMII
583
Farmers & Merchants Investments Inc
Nebraska
$273K
VWM
584
Venturi Wealth Management
Texas
$271K +$10.1K +89 +4%
SMH
585
Sanders Morris Harris
Texas
$269K +$33.9K +300 +13%
ZIG
586
Zuckerman Investment Group
Illinois
$268K
BFA
587
Beaumont Financial Advisors
Massachusetts
$265K +$10.3K +91 +4%
PSP
588
Principal Street Partners
Tennessee
$265K +$14.9K +132 +6%
WIC
589
Wilkins Investment Counsel
Massachusetts
$262K -$125K -1,110 -31%
SFS
590
Sowell Financial Services
Arkansas
$262K +$282K +2,498 New
RCG
591
Regatta Capital Group
California
$261K +$7.46K +66 +3%
DG
592
DMC Group
Alabama
$260K +$67.4K +596 +32%
FVWA
593
Foster Victor Wealth Advisors
South Carolina
$259K +$49.6K +439 +23%
GWM
594
GSB Wealth Management
Connecticut
$259K -$751K -6,648 -73%
BFG
595
Beacon Financial Group
Texas
$259K -$518K -4,579 -65%
TAM
596
Tocqueville Asset Management
New York
$258K -$2.62M -23,190 -90%
S
597
SimplyRich
California
$257K -$190K -1,682 -41%
HCM
598
Howland Capital Management
Massachusetts
$256K -$33.9K -300 -11%
PWPS
599
Pinnacle Wealth Planning Services
Ohio
$256K +$8.59K +76 +3%
FPAS
600
Focus Partners Advisor Solutions
Missouri
$255K -$19.1K -169 -6%

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.