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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 %
IF
551
IRON Financial
Illinois
$859K +$859K +4,682 New
BEI
552
Benjamin Edwards Inc
Missouri
$857K +$33.2K +181 +4%
MFS
553
Mattson Financial Services
Michigan
$857K +$221K +1,205 +35%
KWM
554
Kingsview Wealth Management
Oregon
$854K -$152K -829 -15%
PAM
555
Parvin Asset Management
South Dakota
$853K +$30.3K +165 +4%
SSA
556
Sierra Summit Advisors
Nevada
$841K +$841K +4,585 New
KRSITF
557
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$840K -$243K -1,323 -22%
HPC
558
HM Payson & Co
Maine
$840K -$239K -1,300 -22%
IMCOOI
559
Investment Management Corp of Ontario (IMCO)
Canada
$836K – – –
SAM
560
Silvercrest Asset Management
New York
$833K -$531K -2,894 -39%
FNT
561
First National Trust
Pennsylvania
$825K -$990K -5,394 -55%
GAM
562
Generali Asset Management
Italy
$821K +$34.9K +190 +4%
HWM
563
Hohimer Wealth Management
Washington
$821K -$1.63M -8,875 -66%
BAM
564
Byrne Asset Management
New Jersey
$816K -$1.02M -4,595 Closed
CNBTD
565
Citizens National Bank Trust Department
Mississippi
$813K -$622K -3,389 -43%
TA
566
Tectonic Advisors
Texas
$812K +$116K +631 +17%
PWM
567
Perigon Wealth Management
California
$810K -$509K -2,773 -39%
GAMC
568
Garner Asset Management Corp
Texas
$807K -$142K -775 -15%
BPC
569
Bryce Point Capital
New York
$807K -$913K -5,285 -53%
APP
570
Avantax Planning Partners
Iowa
$795K +$5.87K +32 +0.7%
P
571
Pitcairn
Pennsylvania
$786K -$268K -1,463 -25%
FHA
572
Flagship Harbor Advisors
Massachusetts
$786K +$432K +2,355 +122%
TRCT
573
Tower Research Capital (TRC)
New York
$776K -$1.13M -6,140 -59%
FTWA
574
Fifth Third Wealth Advisors
Ohio
$773K +$171K +932 +28%
ANBT
575
American National Bank & Trust
Texas
$771K -$104K -565 -12%
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