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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$571M -$41.1M -363,789 -6%
Bank of America
2
Bank of America
North Carolina
$456M -$17.9M -158,809 -4%
Morgan Stanley
3
Morgan Stanley
New York
$177M -$21.5M -190,472 -10%
Wells Fargo
4
Wells Fargo
California
$159M +$9.81M +86,820 +6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$153M -$9.29M -82,178 -5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$151M +$4.83M +42,740 +3%
MG
7
Markel Group
Virginia
$143M
JP Morgan Chase
8
JP Morgan Chase
New York
$137M +$9.89M +87,477 +7%
ClearBridge Investments
9
ClearBridge Investments
New York
$131M +$15.2M +134,647 +12%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$128M +$23.6K +209 +0%
CIM
11
Confluence Investment Management
Missouri
$124M +$963K +8,521 +0.7%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$118M -$680K -6,014 -0.5%
LCOV
13
London Company of Virginia
Virginia
$113M -$5.18M -45,873 -4%
Raymond James Financial
14
Raymond James Financial
Florida
$112M +$10.7M +95,037 +10%
Natixis Advisors
15
Natixis Advisors
Massachusetts
$85.3M -$11.6M -102,335 -11%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$82.4M +$6.09M +53,903 +7%
CCM
17
Cullen Capital Management
New York
$82.2M +$7.15M +63,281 +9%
Goldman Sachs
18
Goldman Sachs
New York
$79.6M -$21.3M -188,148 -20%
Point72 Asset Management
19
Point72 Asset Management
Connecticut
$76.3M +$82.3M +727,901 New
Federated Hermes
20
Federated Hermes
Pennsylvania
$66.2M -$9M -79,674 -11%
JFL
21
Jarislowsky, Fraser Ltd
Quebec, Canada
$63.8M -$1.66M -14,691 -2%
Northern Trust
22
Northern Trust
Illinois
$62.3M -$6.28M -55,577 -9%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$60.8M +$63.3M +560,262 +2,811%
Aristotle Capital Management
24
Aristotle Capital Management
California
$59.5M -$1.79M -15,867 -3%
Fayez Sarofim & Co
25
Fayez Sarofim & Co
Texas
$58.7M -$17.6M -155,549 -22%

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.