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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 %
LCWP
826
Legacy Capital Wealth Partners
Arkansas
$264K +$78.9K +430 +43%
ATS
827
Ashton Thomas Securities
New York
$263K +$27.2K +149 +12%
NS
828
NBC Securities
Alabama
$263K +$263K +1,433 +143,300%
WA
829
Wealth Alliance
New York
$262K -$21.8K -119 -8%
IWM
830
IHT Wealth Management
Illinois
$262K -$111K -607 -30%
ECM
831
Evergreen Capital Management
Washington
$260K +$260K +1,418 New
GWSG
832
GPS Wealth Strategies Group
Colorado
$259K -$45K -245 -15%
KTC
833
Kentucky Trust Company
Kentucky
$258K +$56.9K +310 +28%
CWM
834
Centurion Wealth Management
Virginia
$256K – – –
AFG
835
Atomi Financial Group
New York
$256K +$256K +1,393 New
LPFG
836
Landing Point Financial Group
Ohio
$255K -$33.2K -181 -12%
SI
837
Sava Infond
Slovenia
$255K -$64.2K -350 -20%
AC
838
AlphaCore Capital
California
$254K +$6.97K +38 +3%
SVWAG
839
Sound View Wealth Advisors Group
Georgia
$251K +$57.8K +315 +30%
PCA
840
Pallas Capital Advisors
Massachusetts
$251K +$251K +1,366 New
NHC
841
Nicholas Hoffman & Company
Georgia
$250K +$250K +1,364 New
IAIM
842
International Assets Investment Management
Florida
$250K +$4.22K +23 +2%
SAM
843
Secure Asset Management
Michigan
$248K -$1.13M -6,136 -82%
RSWM
844
Robertson Stephens Wealth Management
California
$248K -$918 -5 -0.4%
SBIA
845
Sheaff Brock Investment Advisors
Indiana
$248K +$13.8K +75 +6%
VWA
846
Visionary Wealth Advisors
Illinois
$248K -$29.9K -163 -11%
BS
847
Banco Santander
Spain
$247K +$247K +1,348 New
CAGAS
848
Capital Advisory Group Advisory Services
Minnesota
$246K -$2.75K -15 -1%
UB
849
Umpqua Bank
Oregon
$244K +$24.8K +135 +11%
SIM
850
Studio Investment Management
Illinois
$242K +$26.1K +142 +12%
32 33
34
35 36