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Constellation Brands

1,037 hedge funds and large institutions have $20.2B invested in Constellation Brands in 2025 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 310 increasing their positions, 438 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

7% more call options, than puts

Call options by funds: $970M | Put options by funds: $905M

0% less funds holding

Funds holding: 1,0391,037 (-2)

29% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 438

Holders
1,037
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$970M
Puts
$905M
Net Calls
Net Calls Change

Top Buyers

1 +$289M
2 +$163M
3 +$163M
4
Holocene Advisors
Holocene Advisors
New York
+$150M
5
Goldman Sachs
Goldman Sachs
New York
+$103M
Name Holding Trade Value Shares
Change
Change in
Stake
FWSM
651
First Wilshire Securities Management
California
$312K
IWM
652
IHT Wealth Management
Illinois
$311K
KeyBank National Association
653
KeyBank National Association
Ohio
$310K
OCBCO
654
Oversea-Chinese Banking Corp (OCBC)
Singapore
$306K
MOS
655
MGO One Seven
Ohio
$305K
ECM
656
Evergreen Capital Management
Washington
$302K
ZBNA
657
Zions Bancorporation, National Association
Utah
$301K
DWT
658
Dorsey & Whitney Trust
South Dakota
$301K
BTWM
659
Baker Tilly Wealth Management
Wisconsin
$298K
BLC
660
Brown, Lisle/Cummings
Rhode Island
$296K
SDWIA
661
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$296K
VSQM
662
V-Square Quantitative Management
Illinois
$295K
MGI
663
Miller Global Investments
Texas
$293K
CRC
664
Curi RMB Capital
Illinois
$290K
CAS
665
Coppell Advisory Solutions
Texas
$289K
IF
666
IRON Financial
Illinois
$288K
LA
667
Legacy Advisors
Pennsylvania
$288K
CPIG
668
Chicago Partners Investment Group
Illinois
$288K
BCWM
669
Bartlett & Co Wealth Management
Ohio
$287K
WA
670
Waverly Advisors
Alabama
$286K
Twin Tree Management
671
Twin Tree Management
Texas
$279K
DT
672
Diversified Trust
Tennessee
$278K
MA
673
Montag & Associates
Georgia
$278K
DF
674
Define Financial
California
$276K
IWM
675
Iams Wealth Management
Nebraska
$276K