We are live on ! Find out more
DEO icon

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
TCM
701
Tradewinds Capital Management
Washington
$16.7K – – –
KFA
702
Kelleher Financial Advisors
New York
$16.7K +$18.4K +175 New
MHR
703
Matthew Hamilton Rosenberg
$16.4K – – –
HIMS
704
Hager Investment Management Services
New Hampshire
$15.3K – – –
MEG
705
Millstone Evans Group
Colorado
$14.3K -$19.4K -185 -55%
CSB
706
City State Bank
Iowa
$14.2K -$17.3K -165 -53%
BLC
707
Brown, Lisle/Cummings
Rhode Island
$14.2K – – –
FPB
708
First PREMIER Bank
South Dakota
$14K – – –
BCM
709
Boreal Capital Management
Florida
$13.9K +$7.87K +75 +106%
SWM
710
Spire Wealth Management
Virginia
$13.7K -$2.83K -27 -16%
BAM
711
Bellevue Asset Management
Washington
$13.7K – – –
RFP
712
Root Financial Partners
California
$13.2K +$14.5K +138 New
PGAM
713
Princeton Global Asset Management
New Jersey
$13.1K – – –
HC
714
Hurley Capital
New York
$12.4K – – –
FC
715
Financial Consulate
Maryland
$12.2K +$13.4K +128 New
IWM
716
IMG Wealth Management
Florida
$12.2K – – –
TLCM
717
Twin Lakes Capital Management
California
$12.1K – – –
OSNBOA
718
Old Second National Bank of Aurora
Illinois
$11.9K – – –
AFWM
719
Abich Financial Wealth Management
Virginia
$11.9K +$13.1K +125 New
LWCFA
720
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11.3K -$40.1K -382 -77%
GWSG
721
GPS Wealth Strategies Group
Colorado
$11.2K +$6.3K +60 +105%
ATC
722
Adirondack Trust Company
New York
$11.2K – – –
WAS
723
Winch Advisory Services
Wisconsin
$10.9K – – –
BWAM
724
Boyd Watterson Asset Management
Ohio
$10.9K -$2.83K -27 -19%
PCFFS
725
Pacific Center for Financial Services
California
$10.8K – – –
27 28
29
30 31

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.