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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
SAG
851
SageView Advisory Group
California
– -$554K -5,315 Closed
PGFC
852
Peapack-Gladstone Financial Corp
New Jersey
– -$496K -4,919 Closed
JF
853
Jump Financial
Illinois
– -$444K -4,406 Closed
RCA
854
Ranch Capital Advisors
Florida
– -$434K -4,308 Closed
RYIA
855
Roehl & Yi Investment Advisors
Oregon
– -$419K -4,158 Closed
RS
856
R Squared
Hong Kong
– -$419K -4,152 Closed
PWPS
857
Pinnacle Wealth Planning Services
Ohio
– -$364K -3,610 Closed
Walleye Trading
858
Walleye Trading
New York
– -$373K -3,554 Closed
NFGCM
859
Norman Fields Gottscho Capital Management
New York
– -$347K -3,440 Closed
SIG
860
Stonegate Investment Group
Alabama
– -$346K -3,435 Closed
ACA
861
Aptus Capital Advisors
Alabama
– -$341K -3,384 Closed
TBA
862
Tower Bridge Advisors
Pennsylvania
– -$330K -3,270 Closed
PA
863
Procyon Advisors
Connecticut
– -$315K -3,123 Closed
IPW
864
Inlet Private Wealth
Florida
– -$297K -2,941 Closed
HCM
865
Howland Capital Management
Massachusetts
– -$260K -2,576 Closed
RCG
866
Regatta Capital Group
California
– -$256K -2,535 Closed
OBGC
867
O'Brien Greene & Co
Pennsylvania
– -$244K -2,423 Closed
WF
868
Welch & Forbes
Massachusetts
– -$241K -2,394 Closed
SFS
869
Sowell Financial Services
Arkansas
– -$238K -2,364 Closed
MSS
870
Mitchell Sinkler & Starr
Pennsylvania
– -$234K -2,320 Closed
TAM
871
Tocqueville Asset Management
New York
– -$233K -2,310 Closed
CCA
872
Checchi Capital Advisers
California
– -$229K -2,272 Closed
LWA
873
Lantern Wealth Advisors
New York
– -$222K -2,200 Closed
FG
874
Fiduciary Group
Georgia
– -$221K -2,191 Closed
CHAM
875
Clear Harbor Asset Management
Connecticut
– -$218K -2,166 Closed
33 34
35
36 37

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.