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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 %
ISWM
651
Independent Solutions Wealth Management
New York
$550K -$158K -861 -22%
CUAMC
652
China Universal Asset Management Company
China
$547K +$547K +2,978 New
SW
653
SVB Wealth
Massachusetts
$546K -$47.5K -259 -8%
AAM
654
Advisors Asset Management
Colorado
$546K -$14.1K -77 -3%
VI
655
Vestcor Inc
New Brunswick, Canada
$545K -$182K -993 -25%
CAM
656
Cypress Asset Management
Texas
$540K -$1.8M -9,822 -77%
BAM
657
Beaumont Asset Management
Texas
$537K +$537K +2,924 New
FC
658
Forte Capital
New York
$531K -$1.47K -8 -0.3%
BPCE
659
Bank Pictet & Cie (Europe)
Germany
$526K -$593K -3,232 -53%
BCV
660
Banque Cantonale Vaudoise
Switzerland
$525K +$525K +2,863 New
HAS
661
HBW Advisory Services
California
$519K +$98.7K +538 +23%
AWM
662
Aries Wealth Management
Maine
$517K +$28.1K +153 +6%
IA
663
Integrity Alliance
Iowa
$513K +$513K +2,796 New
MSA
664
MUFG Securities Americas
New York
$505K +$81.9K +446 +19%
SWA
665
SFMG Wealth Advisors
Texas
$505K -$110K -598 -18%
NG
666
Norden Group
Utah
$500K -$19.5K -106 -4%
1IA
667
1620 Investment Advisors
Massachusetts
$498K +$49.2K +268 +11%
HI
668
Horizon Investments
North Carolina
$497K +$18.8K +103 +4%
IC
669
Inscription Capital
Texas
$496K +$496K +1,825 New
MGIA
670
Moneta Group Investment Advisors
Missouri
$496K +$11K +60 +2%
OF
671
Optimize Financial
California
$493K +$144K +785 +41%
AWM
672
Axxcess Wealth Management
California
$491K -$37.8K -206 -7%
KWA
673
Kingswood Wealth Advisors
California
$491K +$36.1K +196 +8%
VNA
674
Valley National Advisers
Pennsylvania
$490K -$213K -1,162 -30%
AM
675
AGF Management
Ontario, Canada
$487K +$487K +2,656 New
25 26
27
28 29