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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 %
GWM
751
Geneos Wealth Management
Colorado
$361K +$225K +1,225 +166%
AWM
752
Apollon Wealth Management
South Carolina
$360K -$134K -730 -27%
SPC
753
Sigma Planning Corp
Michigan
$356K -$355K -1,933 -50%
CFG
754
Copley Financial Group
California
$353K +$18.2K +99 +5%
PNC
755
Park National Corp
Ohio
$353K -$62.4K -340 -15%
SC
756
Sapient Capital
Indiana
$350K -$75.2K -410 -18%
BFA
757
Beaumont Financial Advisors
Massachusetts
$349K +$367 +2 +0.1%
EA
758
Everpar Advisors
Oklahoma
$348K -$122K -665 -26%
JWCA
759
J.W. Cole Advisors
Florida
$347K +$119K +651 +53%
ACM
760
Arcataur Capital Management
Wisconsin
$346K -$24.8K -135 -7%
HP
761
Haven Private
Florida
$346K +$346K +1,884 New
WAP
762
Wealthcare Advisory Partners
Pennsylvania
$345K -$425K -2,317 -55%
FT
763
Fiduciary Trust
Massachusetts
$343K -$538K -2,931 -61%
CCM
764
Coldstream Capital Management
Washington
$343K -$3.35M -18,273 -91%
GT
765
Greenleaf Trust
Michigan
$343K -$79.8K -435 -19%
Koshinski Asset Management
766
Koshinski Asset Management
Illinois
$341K -$19.3K -105 -5%
KWM
767
Keebeck Wealth Management
Illinois
$341K -$551 -3 -0.2%
TFS
768
Thoroughbred Financial Services
Tennessee
$341K -$231K -1,258 -40%
RSS
769
Rosenblum Silverman Sutton
California
$339K -$2.42M -13,183 -88%
FAM
770
Formidable Asset Management
Ohio
$338K +$338K +1,842 New
BWP
771
BSW Wealth Partners
Colorado
$334K +$46.8K +255 +16%
EWA
772
Exencial Wealth Advisors
Oklahoma
$333K -$168K -915 -34%
USGIU
773
U.S. Global Investors (USGI)
Texas
$330K -$826K -4,500 -71%
AIP
774
Arrowpoint Investment Partners
Singapore
$330K +$330K +1,800 New
LA
775
LVW Advisors
New York
$327K -$44.4K -242 -12%
29 30
31
32 33