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Constellation Brands
STZ

Overview Fund Activity

1,160 hedge funds and large institutions have $26.6B invested in Constellation Brands in 2025 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 377 increasing their positions, 531 reducing their positions, and 267 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,160
Holders Change
-166
Holders Change %
-12.52%
% of All Funds
15.76%
Holding in Top 10
4
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
121
Increased
377
Reduced
531
Closed
267
Calls
$780M
Puts
$604M
Net Calls
+$176M
Net Calls Change
+$345M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$1.17B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$622M
3
Capital World Investors
Capital World Investors
California
+$556M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$529M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$461M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$870M
2
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
-$346M
3
DCP
D1 Capital Partners
New York
-$338M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$296M
5
DCP
Darsana Capital Partners
New York
-$276M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
326
Kayne Anderson Rudnick Investment Management
California
$2.97M +$336K +1,829 +13%
LFAS
327
Level Four Advisory Services
Texas
$2.96M +$693K +3,778 +31%
HR
328
Howe & Rusling
New York
$2.96M -$7.25M -39,495 -71%
BFIC
329
Bedell Frazier Investment Counselling
California
$2.94M -$835K -4,550 -22%
SCM
330
Shelton Capital Management
Colorado
$2.94M – – –
UM
331
UniSuper Management
Australia
$2.89M +$315K +1,716 +12%
Mercer Global Advisors
332
Mercer Global Advisors
Colorado
$2.86M -$320K -1,746 -10%
OAM
333
Occidental Asset Management
California
$2.83M +$376K +2,048 +15%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
334
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.8M +$1.79M +9,752 +177%
TFA
335
Toth Financial Advisory
Virginia
$2.79M -$685K -3,730 -20%
FM
336
Freemont Management
Switzerland
$2.76M -$262K -1,300 -9%
Cambridge Investment Research Advisors
337
Cambridge Investment Research Advisors
Iowa
$2.74M -$1.95M -10,609 -42%
Man Group
338
Man Group
United Kingdom
$2.72M -$5M -27,239 -65%
Robeco Institutional Asset Management
339
Robeco Institutional Asset Management
Netherlands
$2.71M -$485K -2,642 -15%
HW
340
Hedeker Wealth
Illinois
$2.71M -$254K -1,383 -9%
TAM
341
Tocqueville Asset Management
New York
$2.7M -$6.29M -34,248 -70%
RIM
342
Rakuten Investment Management
Japan
$2.69M +$2.69M +14,645 New
BC
343
Burney Company
Virginia
$2.65M -$170K -928 -6%
BHIA
344
Birch Hill Investment Advisors
Massachusetts
$2.61M -$24.6M -134,169 -90%
VFA
345
Valeo Financial Advisors
Indiana
$2.52M +$128K +699 +5%
SPIA
346
Steward Partners Investment Advisory
New York
$2.51M -$364K -1,982 -13%
ICP
347
Ilex Capital Partners
United Kingdom
$2.49M +$2.49M +13,580 New
MCB
348
Morton Community Bank
Illinois
$2.48M +$258K +1,405 +12%
RCM
349
RNC Capital Management
California
$2.47M +$160K +870 +7%
OPERF
350
Oregon Public Employees Retirement Fund
Oregon
$2.46M +$1.84K +10 +0.1%
12 13
14
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