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Constellation Brands
STZ

Overview Fund Activity

1,110 hedge funds and large institutions have $23.9B invested in Constellation Brands in 2025 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 370 increasing their positions, 468 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,110
Holders Change
-51
Holders Change %
-4.39%
% 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
122
Increased
370
Reduced
468
Closed
155
Calls
$791M
Puts
$732M
Net Calls
+$58.5M
Net Calls Change
-$118M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$288M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$2.18B
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$214M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$598M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$897M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$27.8M
2
Capital Research Global Investors
Capital Research Global Investors
California
$97.3M
3
American Century Companies
American Century Companies
Missouri
$29.5M
4
Capital World Investors
Capital World Investors
California
$1.92B
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.87B
Name Holding Trade Value Shares
Change 		Shares
Change %
CMP
1001
Coston McIsaac & Partners
Maine
$11K – – –
PWMG
1002
Private Wealth Management Group
New Jersey
$10.6K +$813 +5 +8%
CH
1003
Cromwell Holdings
Wyoming
$10.4K -$49.3K -303 -83%
DIP
1004
DT Investment Partners
Pennsylvania
$10.1K – – –
TCM
1005
Traub Capital Management
Massachusetts
$9.92K +$9.92K +61 New
RIL
1006
Rothschild Investment LLC
Illinois
$9.76K -$50.6K -311 -84%
EWM
1007
Evermay Wealth Management
Virginia
$9.76K – – –
FNWA
1008
Financial Network Wealth Advisors
Utah
$9.76K +$8.3K +51 +567%
PWAM
1009
Private Wealth Asset Management
Iowa
$9.6K -$11.9K -73 -55%
QL
1010
Quarry LP
New York
$9.6K +$9.6K +59 New
WWM
1011
Wolff Wiese Magana
California
$9.59K – – –
WTFG
1012
Wood Tarver Financial Group
Idaho
$9K – – –
AWM
1013
Abound Wealth Management
Tennessee
$8.95K – – –
GTAM
1014
Global Trust Asset Management
Florida
$8.95K – – –
FMP
1015
Financial Management Professionals
Texas
$8.62K +$813 +5 +10%
WAS
1016
Winch Advisory Services
Wisconsin
$8.51K – – –
FFA
1017
Frazier Financial Advisors
Ohio
$8.46K – – –
CPG
1018
Cornerstone Planning Group
New Jersey
$8.22K -$2.91K -17 -26%
1NWS
1019
1 North Wealth Services
Maryland
$8.13K – – –
FPF
1020
First Pacific Financial
Washington
$8.13K +$3.58K +22 +79%
DRP
1021
Decker Retirement Planning
Utah
$8.13K +$8.13K +50 New
AWM
1022
Accredited Wealth Management
Kentucky
$7.65K +$4.07K +25 +114%
CFFP
1023
Center for Financial Planning
Michigan
$7.32K – – –
RTC
1024
Riverview Trust Company
Washington
$7.32K – – –
KG
1025
Kilter Group
New York
$7K +$7K +43 New
39 40
41
42 43