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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 %
LWANC
1001
Laurel Wealth Advisors (North Carolina)
North Carolina
$32.1K +$32.1K +175 New
TC
1002
Truvestments Capital
Florida
$31.1K -$11.9K -65 -28%
CTA
1003
Colonial Trust Advisors
South Carolina
$30.5K +$5.69K +31 +23%
AGWCA
1004
Annis Gardner Whiting Capital Advisors
Florida
$30.5K -$3.3K -18 -10%
DFA
1005
DHJJ Financial Advisors
Illinois
$30.5K – – –
HFS
1006
Hantz Financial Services
Michigan
$30K -$704K -3,804 -96%
POIA
1007
Pin Oak Investment Advisors
Texas
$29K – – –
PWMG
1008
Prestige Wealth Management Group
New Jersey
$29K -$56K -305 -66%
APW
1009
Atlantic Private Wealth
North Carolina
$27.5K – – –
EB
1010
Eastern Bank
Massachusetts
$27.5K – – –
HC
1011
Hurley Capital
New York
$27.5K +$7.34K +40 +36%
QC
1012
Quent Capital
New York
$26.8K -$3.12K -17 -10%
TC
1013
Tacita Capital
Ontario, Canada
$26.6K – – –
WA
1014
Whipplewood Advisors
Colorado
$25.5K -$43.4K -102 -63%
CWM
1015
Centricity Wealth Management
Ohio
$25.1K -$4.04K -22 -14%
PWAM
1016
Private Wealth Asset Management
Iowa
$24.2K +$24.2K +132 New
WPA
1017
West Paces Advisors
Georgia
$24K -$13.4K -73 -36%
UBP
1018
Union Bancaire Privee
Switzerland
$23.3K – – –
HB
1019
Horizon Bancorp
Indiana
$23K – – –
WTA
1020
Washington Trust Advisors
Massachusetts
$22.9K – – –
IRC
1021
Investors Research Corp
Georgia
$22.8K – – –
TFIPS
1022
Towarzystwo Funduszy Inwestycyjnych PZU SA
$22.2K – – –
HDIM
1023
Hanson & Doremus Investment Management
Vermont
$22K – – –
DCM
1024
Davis Capital Management
Florida
$21.3K – – –
CWC
1025
Carolinas Wealth Consulting
North Carolina
$21.3K -$367 -2 -2%
39 40
41
42 43