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Constellation Brands

1,118 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, 369 increasing their positions, 475 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

10% less capital invested

Capital invested by funds: $26.6B → $23.9B (-$2.68B)

20% less first-time investments, than exits

New positions opened: 123 | Existing positions closed: 154

22% less repeat investments, than reductions

Existing positions increased: 369 | Existing positions reduced: 475

Holders
1,118
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$791M
Puts
$732M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCG
751
Regatta Capital Group
California
$279K
Koshinski Asset Management
752
Koshinski Asset Management
Illinois
$279K
EWA
753
Exencial Wealth Advisors
Oklahoma
$276K
LWCFA
754
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$276K
MFG
755
MidWestOne Financial Group
Iowa
$275K
DAS
756
Diversify Advisory Services
Utah
$275K
VSQM
757
V-Square Quantitative Management
Illinois
$274K
SPC
758
Sigma Planning Corp
Michigan
$270K
NAS
759
NWF Advisory Services
California
$270K
MA
760
MONECO Advisors
Connecticut
$268K
AAM
761
Advisors Asset Management
Colorado
$268K
VWA
762
Visionary Wealth Advisors
Illinois
$267K
CIA
763
Concurrent Investment Advisors
Florida
$267K
Bessemer Group
764
Bessemer Group
New Jersey
$266K
LFA
765
Legacy Financial Advisors
Kentucky
$266K
KTC
766
Kentucky Trust Company
Kentucky
$265K
CAM
767
Cozad Asset Management
Illinois
$265K
ACA
768
Atlas Capital Advisors
Wyoming
$264K
BAM
769
Belpointe Asset Management
Nevada
$264K
EA
770
Everpar Advisors
Oklahoma
$263K
PWG
771
Portside Wealth Group
Utah
$263K
IAA
772
Independent Advisor Alliance
North Carolina
$261K
LF
773
Lee Financial
Texas
$260K
RLH
774
RD Lewis Holdings
Florida
$259K
KCPG
775
Kavar Capital Partners Group
Kansas
$259K