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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
KGC
876
Kennon-Green & Company
Ohio
– -$221K -2,123 Closed
FAIM
877
Financial Advocates Investment Management
Washington
– -$212K -2,100 Closed
CNTOF
878
Canandaigua National Trust of Florida
New York
– -$211K -2,090 Closed
IC
879
Iconiq Capital
California
– -$210K -2,081 Closed
GWM
880
Gibbs Wealth Management
Georgia
– -$206K -2,046 Closed
DW30
881
Drucker Wealth 3.0
New Jersey
– -$214K -2,039 Closed
KP
882
Keel Point
Alabama
– -$203K -2,013 Closed
SCM
883
Shelton Capital Management
Colorado
– -$201K -1,990 Closed
LFA
884
Laraway Financial Advisors
Minnesota
– -$198K -1,967 Closed
CPIG
885
Chicago Partners Investment Group
Illinois
– -$205K -1,929 Closed
HBT
886
Hills Bank & Trust
Iowa
– -$101K -1,006 Closed
CH
887
Cromwell Holdings
Wyoming
– -$93.6K -928 Closed
FCT
888
Family Capital Trust
Massachusetts
– -$90.8K -900 Closed
SO
889
Sierra Ocean
California
– -$87.4K -867 Closed
SAM
890
S.A. Mason
Michigan
– -$50.4K -500 Closed
AG
891
AmeriFlex Group
Nevada
– -$48.8K -485 Closed
WA
892
Whipplewood Advisors
Colorado
– -$36K -357 Closed
AGWCA
893
Annis Gardner Whiting Capital Advisors
Florida
– -$28K -278 Closed
PCTC
894
Perkins Coie Trust Company
Washington
– -$25.2K -250 Closed
TPWA
895
Twin Peaks Wealth Advisors
California
– -$26K -233 Closed
IFS
896
Intelligent Financial Strategies
Minnesota
– -$21.7K -215 Closed
OWA
897
Opal Wealth Advisors
New York
– -$21.3K -211 Closed
OCM
898
Orion Capital Management
California
– -$20.2K -200 Closed
RCM
899
Richardson Capital Management
Wisconsin
– -$20.2K -200 Closed
ADL
900
Asset Dedication LLC
California
– -$16.7K -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.