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
GTAM
801
Global Trust Asset Management
Florida
$1.67K – – –
CWM
802
Copia Wealth Management
Oregon
$1.53K – – –
FG
803
Fairman Group
Pennsylvania
$1.53K – – –
PS
804
Pinney & Scofield
Massachusetts
$1.53K – – –
MCA
805
Midwest Capital Advisors
Michigan
$1.52K – – –
DF
806
DecisionPoint Financial
Arizona
$1.26K +$1.36K +13 New
TPBG
807
Turning Point Benefit Group
Maryland
$1.25K +$1.36K +13 New
PWA
808
Physician Wealth Advisors
Utah
$1.24K -$735 -7 -35%
ITIM
809
Indiana Trust & Investment Management
Indiana
$1.15K -$5.25K -50 -81%
FWM
810
FSA Wealth Management
Massachusetts
$859 – – –
NC
811
North Capital
Utah
$859 +$105 +1 +13%
ACA
812
American Capital Advisory
Idaho
$764 +$840 +8 New
AWM
813
Abound Wealth Management
Tennessee
$573 – – –
JWM
814
JPL Wealth Management
Colorado
$573 +$630 +6 New
CPG
815
Cornerstone Planning Group
New Jersey
$560 +$4.09K +39 +95%
DFA
816
DHJJ Financial Advisors
Illinois
$478 – – –
SIS
817
Sound Income Strategies
Florida
$382 – – –
QC
818
Quent Capital
New York
$382 +$420 +4 New
WWA
819
Wealth Watch Advisors
Colorado
$382 +$420 +4 New
FPF
820
First Pacific Financial
Washington
$191 -$21.7K -207 -99%
BMC
821
Bear Mountain Capital
Washington
$98 +$105 +1 New
KG
822
Kilter Group
New York
$96 +$105 +1 New
TWD
823
True Wealth Design
Ohio
$96 +$105 +1 New
GEA
824
Glen Eagle Advisors
New Jersey
$29 – – –
Loomis, Sayles & Company
825
Loomis, Sayles & Company
Massachusetts
$18 – – –
31 32
33
34 35

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.