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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
LJHT
1001
Laurie J. Hall Trustee
-$58K -460 Closed
LFASL
1002
Lugano Financial Advisors SA (LFA)
Switzerland
-$50.9K -400 Closed
Group One Trading
1003
Group One Trading
Illinois
-$43.3K -383 Closed
VHAM
1004
Van Hulzen Asset Management
California
-$40.7K -320 Closed
MA
1005
Modus Advisors
Minnesota
-$35.5K -279 Closed
MRP
1006
Measured Risk Portfolios
California
-$32.3K -254 Closed
CP
1007
Castleview Partners
Texas
-$31.4K -249 Closed
ANBT
1008
American National Bank & Trust
Texas
-$25.4K -200 Closed
CBT
1009
CoreFirst Bank & Trust
Kansas
-$25.4K -200 Closed
MSFP
1010
Mark Sheptoff Financial Planning
Connecticut
-$25.4K -200 Closed
SFO
1011
Standard Family Office
South Dakota
-$22.1K -174 Closed
DRP
1012
Decker Retirement Planning
Utah
-$19.1K -150 Closed
FMP
1013
Financial Management Professionals
Texas
-$17.2K -135 Closed
SAM
1014
Synergy Asset Management
Washington
-$17.5K -125 Closed
SVCP
1015
Silicon Valley Capital Partners
California
-$14K -110 Closed
CJ
1016
Caitlin John
Michigan
-$12.7K -100 Closed
NWWA
1017
New Wave Wealth Advisors
Arkansas
-$12.7K -100 Closed
WOC
1018
West Oak Capital
California
-$89K -70 Closed
AWM
1019
Activest Wealth Management
Florida
-$5.65K -50 Closed
OC
1020
Oarsman Capital
Wisconsin
-$6.36K -50 Closed
KBFS
1021
Kohmann Bosshard Financial Services
Ohio
-$5.37K -42 Closed
OP
1022
ORG Partners
Indiana
-$5.08K -40 Closed
FA
1023
Fedenia Advisers
Wisconsin
-$4.58K -36 Closed
CWA
1024
Carolina Wealth Advisors
South Carolina
-$4.45K -35 Closed
CPL
1025
Capital & Planning LLC
Georgia
-$3.69K -29 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.