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888 hedge funds and large institutions have $5.83B invested in Diageo in 2025 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 282 increasing their positions, 349 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.42% less ownership

Funds ownership: 2.91%2.48% (-0.42%)

8% less funds holding

Funds holding: 968888 (-80)

19% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 349

24% less capital invested

Capital invested by funds: $7.68B → $5.83B (-$1.84B)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

29% less call options, than puts

Call options by funds: $50.8M | Put options by funds: $72M

42% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 144

Holders
888
Holders Change
-80
Holders Change %
-8.26%
% of All Funds
11.91%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
83
Increased
282
Reduced
349
Closed
144
Calls
$50.8M
Puts
$72M
Net Calls
-$21.2M
Net Calls Change
-$38M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
901
Centric Wealth Management
Illinois
-$1.42M -11,194 Closed
FAB
902
First American Bank
Illinois
-$1.41M -11,057 Closed
LI
903
Louisbourg Investments
New Brunswick, Canada
-$1.38M -10,826 Closed
BWM
904
Bulltick Wealth Management
Florida
-$1.14M -9,000 Closed
CIA
905
Cascade Investment Advisors
Oregon
-$1.09M -8,613 Closed
FMI
906
Fiduciary Management Inc
Wisconsin
-$1.05M -8,285 Closed
MAM
907
Madison Asset Management
Wisconsin
-$1.02M -8,038 Closed
Wolverine Trading
908
Wolverine Trading
Illinois
-$990K -7,817 Closed
SSWM
909
Smith Salley Wealth Management
North Carolina
-$970K -7,631 Closed
CC
910
Copperleaf Capital
North Carolina
-$905K -7,119 Closed
MCCA
911
Mill Creek Capital Advisors
Pennsylvania
-$809K -6,367 Closed
AB
912
ANB Bank
Colorado
-$804K -6,322 Closed
EP
913
Essential Planning
New Hampshire
-$745K -5,850 Closed
SHFA
914
SS&H Financial Advisors
Michigan
-$725K -5,700 Closed
FHB
915
First Hawaiian Bank
Hawaii
-$687K -5,407 Closed
SCI
916
Stableford Capital II
Arizona
-$639K -5,030 Closed
RWM
917
Ritholtz Wealth Management
New York
-$632K -4,967 Closed
AIA
918
Angeles Investment Advisors
California
-$582K -4,577 Closed
HC
919
Henshaw Capital
Massachusetts
-$569K -4,479 Closed
AIM
920
Avity Investment Management
Connecticut
-$552K -4,340 Closed
AUB
921
Atlantic Union Bankshares
Virginia
-$415K -3,265 Closed
CGA
922
Compound Global Advisors
Washington
-$407K -3,200 Closed
LCG
923
Lakeshore Capital Group
Illinois
-$402K -3,162 Closed
MCC
924
Malaga Cove Capital
California
-$394K -3,101 Closed
BDS
925
Banco de Sabadell
Florida
-$386K -3,054 Closed

DEO Hedge Fund Activity: Q1 2025 in Review

888 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Diageo (DEO) for Q1 2025, worth a combined $5.83B — down 24% from $7.68B a quarter earlier.

Sellers outnumbered buyers: 144 funds closed out of DEO and 83 opened new positions — a net loss of 61 holders — while 349 trimmed existing stakes and 282 added.

The largest buyer was Point72 Asset Management, opening a new position worth an estimated $82.3M. The largest seller was Canoe Financial, cutting an estimated $912M.

  • 888 institutional investors held Diageo (DEO) as of Q1 2025, down from 968 in Q4 2024.
  • Funds reported $5.83B of Diageo stock for Q1 2025, down 24% quarter-over-quarter.
  • 83 funds opened new Diageo positions in Q1 2025 and 144 closed out, a net change of -61 holders.
  • The largest Diageo buyer in Q1 2025 was Point72 Asset Management, an estimated $82.3M added.
  • The largest Diageo seller in Q1 2025 was Canoe Financial, an estimated $912M sold.

Based on aggregated 13F filings for Q1 2025.