We are live on ! Find out more

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
JWA
676
JFS Wealth Advisors
Pennsylvania
$42.8K +$1.08K +10 +2%
FNWA
677
Financial Network Wealth Advisors
Utah
$40.6K -$2.6K -24 -6%
GJIA
678
Glass Jacobson Investment Advisors
Maryland
$40.3K -$17.1K -158 -28%
PSB
679
Piscataqua Savings Bank
New Hampshire
$40.1K
SIC
680
Salem Investment Counselors
North Carolina
$37.6K -$8.14K -75 -17%
ST
681
Smithfield Trust
Pennsylvania
$36K
WA
682
Whipplewood Advisors
Colorado
$36K +$17.7K +163 +84%
MWA
683
Medallion Wealth Advisors
Connecticut
$34.6K
MEG
684
Millstone Evans Group
Colorado
$33.8K
HWA
685
HHM Wealth Advisors
Tennessee
$33.3K +$15.5K +143 +76%
TIM
686
Tortoise Investment Management
New York
$32.7K
CSB
687
City State Bank
Iowa
$31.7K
ACM
688
Accent Capital Management
Ohio
$30.3K -$5.1K -47 -14%
ETS
689
ESL Trust Services
New York
$30.3K
CVM
690
Cheviot Value Management
California
$29.9K
UB
691
UMB Bank
Missouri
$29.6K +$2.17K +20 +7%
BIA
692
Bell Investment Advisors
California
$29.4K +$15.4K +142 +95%
ME
693
McIlrath & Eck
Washington
$28.7K
TC
694
Truvestments Capital
Florida
$28.7K
CSPIA
695
Cary Street Partners Investment Advisory
Virginia
$28.4K +$8.9K +82 +41%
AGWCA
696
Annis Gardner Whiting Capital Advisors
Florida
$28K +$30.2K +278 New
SN
697
Sittner & Nelson
Oregon
$28K
AA
698
Addison Advisors
Vermont
$27.2K -$7.05K -65 -19%
BC
699
Barrett & Company
Rhode Island
$26.2K
TPWA
700
Twin Peaks Wealth Advisors
California
$26K +$25.3K +233 New

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.