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Constellation Brands

1,129 hedge funds and large institutions have $24B invested in Constellation Brands in 2025 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 374 increasing their positions, 480 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.34% more ownership

Funds ownership: 81.48%82.82% (+1.3%)

8% more call options, than puts

Call options by funds: $791M | Put options by funds: $732M

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less funds holding

Funds holding: 1,1751,129 (-46)

11% less capital invested

Capital invested by funds: $27B → $24B (-$3.05B)

22% less repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 480

22% less first-time investments, than exits

New positions opened: 123 | Existing positions closed: 158

Holders
1,129
Holders Change
-46
Holders Change %
-3.91%
% of All Funds
14.87%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
123
Increased
374
Reduced
480
Closed
158
Calls
$791M
Puts
$732M
Net Calls
+$58.5M
Net Calls Change
-$118M
Name Holding Trade Value Shares
Change
Change in
Stake
VDI
76
Vaughan David Investments
Illinois
$26.6M +$720K +4,015 +3%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$24.9M +$35.2K +196 +0.1%
BDLIB
78
Banque de Luxembourg Investments (BLI)
Luxembourg
$24.1M -$10.3M -57,210 -28%
HIMC
79
Heritage Investors Management Corp
Maryland
$23.9M +$1.54M +8,613 +6%
CP
80
Coho Partners
Pennsylvania
$23.7M -$4.99M -27,823 -16%
Korea Investment Corp
81
Korea Investment Corp
South Korea
$23.4M +$3.62M +20,164 +16%
CIM
82
Confluence Investment Management
Missouri
$23.3M +$383K +2,135 +2%
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$23.1M -$68.9K -384 -0.3%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$23M -$15.2M -84,523 -37%
AQR Capital Management
85
AQR Capital Management
Connecticut
$22.8M -$11.6M -64,671 -31%
Adage Capital Partners
86
Adage Capital Partners
Massachusetts
$22.8M -$305K -1,700 -1%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$22.5M +$5.96M +33,241 +32%
Aberdeen Group
88
Aberdeen Group
United Kingdom
$22.5M +$1.16M +6,495 +5%
Canada Life
89
Canada Life
Manitoba, Canada
$22.2M -$19.4M -108,013 -44%
LPL Financial
90
LPL Financial
California
$21.5M +$227K +1,266 +1%
DZ Bank
91
DZ Bank
Germany
$21.1M +$23.2M +129,487 New
CIM
92
Corda Investment Management
Texas
$20.9M +$709K +3,954 +3%
HighTower Advisors
93
HighTower Advisors
Illinois
$20.7M +$2.59M +14,425 +13%
CVA
94
Ceredex Value Advisors
Florida
$20.6M +$22.7M +126,700 New
Diamond Hill Capital Management
95
Diamond Hill Capital Management
Ohio
$20M -$5.58M -31,100 -20%
CII
96
Capital International Inc
California
$19.9M +$7.21M +40,193 +49%
EWA
97
EP Wealth Advisors
California
$19.9M +$20.9M +116,275 +1,967%
DIA
98
Davidson Investment Advisors
Montana
$19.7M +$5.32M +29,652 +32%
Aviva
99
Aviva
United Kingdom
$19.6M +$1.26M +7,045 +6%
National Bank of Canada
100
National Bank of Canada
Quebec, Canada
$19.1M -$9M -50,204 -30%

STZ Hedge Fund Activity: Q2 2025 in Review

1,129 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q2 2025, worth a combined $24B — down 11% from $27B a quarter earlier.

Sellers outnumbered buyers: 158 funds closed out of STZ and 123 opened new positions — a net loss of 35 holders — while 480 trimmed existing stakes and 374 added.

The largest buyer was Ameriprise, adding an estimated $275M. The largest seller was AllianceBernstein, cutting an estimated $317M.

  • 1,129 institutional investors held Constellation Brands (STZ) as of Q2 2025, down from 1,175 in Q1 2025.
  • Funds reported $24B of Constellation Brands stock for Q2 2025, down 11% quarter-over-quarter.
  • 123 funds opened new Constellation Brands positions in Q2 2025 and 158 closed out, a net change of -35 holders.
  • The largest Constellation Brands buyer in Q2 2025 was Ameriprise, an estimated $275M added.
  • The largest Constellation Brands seller in Q2 2025 was AllianceBernstein, an estimated $317M sold.

Based on aggregated 13F filings for Q2 2025.