STZ icon

Constellation Brands
STZ

Overview Fund Activity

1,111 hedge funds and large institutions have $23.9B invested in Constellation Brands in 2025 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 370 increasing their positions, 468 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,111
Holders Change
-49
Holders Change %
-4.22%
% of All Funds
14.89%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
123
Increased
370
Reduced
468
Closed
154
Calls
$791M
Puts
$732M
Net Calls
+$58.5M
Net Calls Change
-$118M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$250M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$226M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$214M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$170M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$168M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$288M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$203M
3
American Century Companies
American Century Companies
Missouri
-$163M
4
Capital World Investors
Capital World Investors
California
-$162M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWM
351
Northcape Wealth Management
New York
$2.06M -$12.9K -79 -0.6%
OQS
352
Occudo Quantitative Strategies
Florida
$2.01M +$2.01M +12,348 New
FB
353
Fulton Bank
Pennsylvania
$2M -$80K -492 -4%
VFA
354
Valeo Financial Advisors
Indiana
$1.99M -$241K -1,480 -11%
TRSOTSOK
355
Teachers Retirement System of the State of Kentucky
Kentucky
$1.99M +$27.7K +170 +1%
AIMA
356
Ables Iannone Moore & Associates
Georgia
$1.99M +$353K +2,171 +22%
Macquarie Group
357
Macquarie Group
Australia
$1.98M -$4.12M -25,414 -68%
SPIA
358
Steward Partners Investment Advisory
New York
$1.98M -$250K -1,534 -11%
AAM
359
AR Asset Management
California
$1.94M +$224K +1,375 +13%
FMWA
360
Forvis Mazars Wealth Advisors
Missouri
$1.9M +$2.93K +18 +0.2%
MG
361
Marex Group
$1.89M +$1.89M +11,614 New
PAG
362
Private Advisor Group
New Jersey
$1.86M -$224K -1,380 -11%
CFG
363
Citizens Financial Group
Rhode Island
$1.84M -$248K -1,524 -12%
TFA
364
Toth Financial Advisory
Virginia
$1.84M -$637K -3,913 -26%
VIM
365
Vista Investment Management
Pennsylvania
$1.83M -$31.1K -191 -2%
PP
366
Patten & Patten
Tennessee
$1.83M -$1.23M -7,551 -40%
SI
367
Stephens Inc
Arkansas
$1.81M -$230K -1,413 -11%
CC
368
Centiva Capital
New York
$1.8M +$643K +3,951 +56%
CWM
369
Congress Wealth Management
Massachusetts
$1.8M +$17.6K +108 +1%
Balyasny Asset Management
370
Balyasny Asset Management
Illinois
$1.79M -$360K -2,212 -17%
PTC
371
Private Trust Company
Ohio
$1.78M -$127K -780 -7%
PCM
372
Poehling Capital Management
Wisconsin
$1.77M +$1.77M +10,889 New
AC
373
AXQ Capital
New Jersey
$1.75M +$1.75M +10,745 New
I
374
InceptionR
California
$1.74M +$969K +5,958 +125%
PT
375
Plimoth Trust
Massachusetts
$1.74M +$229K +1,405 +15%
13 14
15
16 17