STZ icon

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 %
PCS
626
Personal CFO Solutions
New Jersey
$607K +$125K +682 +26%
SWA
627
Stratos Wealth Advisors
Ohio
$596K +$39.3K +214 +7%
RPCONE
628
Retirement Planning Company of New England
Rhode Island
$594K +$151K +821 +34%
SFA
629
Souders Financial Advisors
Ohio
$590K -$800K -4,358 -58%
MIF
630
Mediolanum International Funds
Ireland
$588K +$588K +3,202 New
TP
631
Tranquility Partners
Tennessee
$586K -$13K -71 -2%
LFA
632
Laraway Financial Advisors
Minnesota
$581K -$9.18K -50 -2%
BMSSC
633
B. Metzler seel. Sohn & Co
Germany
$580K – – –
VF
634
Virtu Financial
New York
$575K -$4.31M -23,487 -88%
BG
635
Bahl & Gaynor
Ohio
$573K -$58.7K -320 -9%
MFG
636
Merit Financial Group
Georgia
$571K +$154K +839 +37%
PWM
637
Prentice Wealth Management
New York
$571K -$47.7K -260 -8%
BP
638
Ballentine Partners
Massachusetts
$571K +$40K +218 +8%
NA
639
Nautilus Advisors
California
$567K -$20.4K -111 -3%
CHA
640
Cooper/Haims Advisors
New York
$564K +$188K +1,022 +50%
MYAM
641
Meiji Yasuda Asset Management
Japan
$563K -$128K -698 -19%
UB
642
UMB Bank
Missouri
$563K -$467K -2,546 -45%
HCA
643
Harbor Capital Advisors
Illinois
$560K +$150K +815 +36%
EF
644
Empirical Finance
Pennsylvania
$559K +$30.6K +167 +6%
MM
645
MQS Management
New York
$557K +$557K +3,036 New
RCAG
646
Rehmann Capital Advisory Group
Michigan
$555K -$157K -856 -22%
RMAM
647
Raab & Moskowitz Asset Management
New Jersey
$554K -$195K -1,061 -26%
MPWS
648
McCarter Private Wealth Services
Massachusetts
$552K -$733K -3,992 -57%
GI
649
GAMCO Investors
Connecticut
$551K – – –
BFM
650
Boothbay Fund Management
New York
$551K +$371K +2,023 +207%
24 25
26
27 28