STZ icon

Constellation Brands

1,111 hedge funds and large institutions have $23.9B invested in Constellation Brands in 2025 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 370 increasing their positions, 468 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,111
Holders Change
-49
Holders Change %
-4.22%
% of All Funds
14.89%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
123
Increased
370
Reduced
468
Closed
154
Calls
$791M
Puts
$732M
Net Calls
+$58.5M
Net Calls Change
-$118M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
726
Meridian Wealth Management
Kentucky
$304K -$21K -129 -6%
BWP
727
BSW Wealth Partners
Colorado
$304K +$8.13K +50 +3%
EI
728
Ellevest Inc
New York
$303K -$54.5K -335 -15%
KWM
729
Keebeck Wealth Management
Illinois
$303K
CFG
730
Copley Financial Group
California
$301K -$11.6K -71 -4%
UB
731
Umpqua Bank
Oregon
$301K +$73.8K +433 +33%
ETC
732
Exchange Traded Concepts
Oklahoma
$300K +$26.8K +165 +10%
S
733
SignatureFD
Georgia
$299K -$90.6K -557 -23%
EC
734
EntryPoint Capital
New York
$297K +$12.2K +75 +4%
USCWA
735
U.S. Capital Wealth Advisors
Texas
$297K +$15.8K +97 +6%
LA
736
LVW Advisors
New York
$294K +$3.58K +22 +1%
KP
737
Keel Point
Alabama
$293K +$110K +674 +60%
USGIU
738
U.S. Global Investors (USGI)
Texas
$293K
FFM
739
Forum Financial Management
Illinois
$289K +$37.7K +232 +15%
AC
740
Avestar Capital
New York
$287K +$287K +1,766 New
LB
741
Legacy Bridge
Iowa
$286K
SJL
742
Shayne & Jacobs LLC
Tennessee
$281K
IAMOG
743
Investors Asset Management of Georgia
Georgia
$281K -$47.2K -290 -14%
PI
744
PFG Investments
New York
$280K -$89.3K -549 -24%
CRIG
745
Charter Research & Investment Group
Connecticut
$280K -$51.2K -315 -15%
TCA
746
Transcend Capital Advisors
New Jersey
$279K -$101K -622 -27%
RCG
747
Regatta Capital Group
California
$279K +$1.79K +11 +0.6%
Koshinski Asset Management
748
Koshinski Asset Management
Illinois
$279K -$24.1K -148 -8%
EWA
749
Exencial Wealth Advisors
Oklahoma
$276K -$18.7K -115 -6%
LWCFA
750
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$276K