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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 %
AAS
476
Ameritas Advisory Services
Nebraska
$1.22M +$89.6K +468 +8%
Wealthfront Advisers
477
Wealthfront Advisers
California
$1.22M +$696K +3,790 +133%
PTP
478
Platform Technology Partners
New York
$1.22M +$104K +566 +9%
CSI
479
Cross Staff Investments
New York
$1.21M -$34.9K -190 -3%
A
480
Allianz
Germany
$1.2M -$25.7K -140 -2%
SCI
481
Stableford Capital II
Arizona
$1.2M +$5.41K +29 +0.5%
ALMGDA
482
AG2R La Mondiale Gestion d'Actifs
France
$1.19M +$1.19M +6,674 New
AWA
483
Arkadios Wealth Advisors
Georgia
$1.19M +$725K +3,948 +156%
SP
484
SWS Partners
Ohio
$1.17M -$6.06K -33 -0.5%
Carson Wealth (CWM LLC)
485
Carson Wealth (CWM LLC)
Nebraska
$1.16M -$212K -1,155 -15%
UCFA
486
United Capital Financial Advisors
Texas
$1.16M +$443K +2,414 +62%
NAMP
487
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.16M -$216K -1,175 -16%
Jacobs Levy Equity Management
488
Jacobs Levy Equity Management
New Jersey
$1.15M +$1.15M +6,247 New
PIM
489
Penobscot Investment Management
Massachusetts
$1.13M +$367 +2 +0%
IAM
490
Infusive Asset Management
New York
$1.13M -$2.01M -10,948 -64%
JFG
491
Jefferies Financial Group
New York
$1.12M +$340K +1,851 +43%
CCA
492
Cobblestone Capital Advisors
New York
$1.12M -$494K -2,689 -31%
MIM
493
Marco Investment Management
Georgia
$1.11M -$202K -1,100 -15%
BCI
494
Brinker Capital Investments
Pennsylvania
$1.11M +$117K +635 +12%
OPS
495
Orion Portfolio Solutions
Nebraska
$1.11M +$117K +635 +12%
MIM
496
Miller Investment Management
Pennsylvania
$1.1M – – –
HTIM
497
Harbour Trust & Investment Management
Indiana
$1.09M -$4.86M -26,498 -82%
EWA
498
EP Wealth Advisors
California
$1.08M +$1.08M +5,912 New
HAG
499
HighPoint Advisor Group
Illinois
$1.08M +$3.54K +19 +0.3%
SCM
500
Sirios Capital Management
Massachusetts
$1.08M -$198K -1,080 -15%
18 19
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