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Constellation Brands

1,042 hedge funds and large institutions have $21.5B invested in Constellation Brands in 2026 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 390 increasing their positions, 339 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

28% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 108

15% more repeat investments, than reductions

Existing positions increased: 390 | Existing positions reduced: 339

7% more capital invested

Capital invested by funds: $20.2B → $21.5B (+$1.34B)

5% more call options, than puts

Call options by funds: $606M | Put options by funds: $579M

0% more funds holding

Funds holding: 1,0381,042 (+4)

1.09% less ownership

Funds ownership: 83.8%82.71% (-1.1%)

Holders
1,042
Holders Change
+4
Holders Change %
+0.39%
% of All Funds
12.83%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.15%
New
138
Increased
390
Reduced
339
Closed
108
Calls
$606M
Puts
$579M
Net Calls
+$27.6M
Net Calls Change
-$37M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
1001
Hughes Financial Services
Virginia
$1.8K +$463 +3 +33%
ACA
1002
American Capital Advisory
Idaho
$1.65K
FC
1003
Fairscale Capital
New Hampshire
$1.65K
M
1004
MOTCO
Texas
$1.5K
SFS
1005
Sunrise Financial Services
Washington
$1.5K
WWM
1006
Wolff Wiese Magana
California
$1.5K
YAL
1007
Your Advocates Ltd
Texas
$1.5K
AT
1008
Arlington Trust
Alabama
$1.5K +$1.54K +10 New
SIM
1009
Synergy Investment Management
Florida
$1.5K +$1.54K +10 New
MWM
1010
Mosley Wealth Management
California
$1.49K +$1.7K +11 New
SG
1011
Sankala Group
Colorado
$1.38K
GFL
1012
Granite FO LLC
New Hampshire
$1.2K
PP
1013
PFS Partners
New Jersey
$1.05K
QWM
1014
Quaker Wealth Management
New Jersey
$1.05K
CCWM
1015
Cassaday & Co Wealth Management
Virginia
$1.05K +$1.08K +7 New
VWA
1016
Valued Wealth Advisors
Utah
$1.05K +$1.08K +7 New
PJC
1017
Phillip James Consulting
Minnesota
$1K +$772 +5 New
WA
1018
WestEnd Advisors
North Carolina
$900
WA
1019
WPG Advisers
Maryland
$900
1CP
1020
1015 Capital Partners
Pennsylvania
$900 +$772 +5 +500%
AWM
1021
Activest Wealth Management
Florida
$900 +$927 +6 New
PWA
1022
Portus Wealth Advisors
North Carolina
$900 +$927 +6 New
AIS
1023
Advocate Investing Services
Maryland
$750
AP
1024
Atwood & Palmer
Missouri
$750
BC
1025
Barrett & Company
Rhode Island
$750