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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 %
EGA
726
Eagle Global Advisors
Texas
$404K +$404K +2,201 New
WA
727
WealthTrust Axiom
Pennsylvania
$404K – – –
EI
728
Ellevest Inc
New York
$403K +$118K +641 +41%
SIA
729
Schear Investment Advisers
Ohio
$399K -$286K -1,557 -42%
GI
730
GAMMA Investing
California
$396K -$548K -2,985 -58%
BLC
731
Brown, Lisle/Cummings
Rhode Island
$394K +$184 +1 +0%
DFCM
732
Dark Forest Capital Management
Puerto Rico
$391K -$846K -4,608 -68%
NF
733
Nvest Financial
New Hampshire
$390K +$34.7K +189 +10%
ACM
734
Allred Capital Management
Texas
$390K +$1.28K +7 +0.3%
ARC
735
Advisor Resource Council
Texas
$390K +$390K +2,203 New
RC
736
Rovin Capital
Arizona
$386K +$386K +2,103 New
FFA
737
Farther Finance Advisors
California
$382K +$245K +1,328 +179%
CA
738
Callahan Advisors
Texas
$382K +$118K +645 +45%
QI
739
Qtron Investments
Massachusetts
$382K – – –
JF
740
Jump Financial
Illinois
$379K -$11.9M -65,064 -97%
IAA
741
Independent Advisor Alliance
North Carolina
$374K -$170K -929 -31%
CRIG
742
Charter Research & Investment Group
Connecticut
$374K – – –
WA
743
Waverly Advisors
Alabama
$373K +$56.5K +308 +18%
CIA
744
Concurrent Investment Advisors
Florida
$371K +$198K +1,079 +114%
IAMOG
745
Investors Asset Management of Georgia
Georgia
$370K +$54.3K +296 +17%
AA
746
Alesco Advisors
New York
$368K – – –
CB
747
Community Bank
New York
$367K – – –
PCP
748
Perbak Capital Partners
United Kingdom
$367K +$367K +1,999 New
MWM
749
Meridian Wealth Management
Kentucky
$367K +$31.7K +173 +9%
DF
750
Define Financial
California
$364K -$36K -194 -9%
28 29
30
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