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Constellation Brands

1,025 hedge funds and large institutions have $20B invested in Constellation Brands in 2026 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 292 increasing their positions, 450 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.35% more ownership

Funds ownership: 82.72%84.07% (+1.3%)

1% less first-time investments, than exits

New positions opened: 113 | Existing positions closed: 114

9% less call options, than puts

Call options by funds: $542M | Put options by funds: $598M

2% less funds holding

Funds holding: 1,0471,025 (-22)

7% less capital invested

Capital invested by funds: $21.5B → $20B (-$1.46B)

35% less repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 450

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
1,025
Holders Change
-22
Holders Change %
-2.1%
% of All Funds
12.38%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.08%
New
113
Increased
292
Reduced
450
Closed
114
Calls
$542M
Puts
$598M
Net Calls
-$55.7M
Net Calls Change
-$83.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SWAG
1001
Spectrum Wealth Advisory Group
California
$701 +$743 +5 New
AP
1002
Atwood & Palmer
Missouri
$696
AIS
1003
Advocate Investing Services
Maryland
$695
BC
1004
Barrett & Company
Rhode Island
$695
BH
1005
Burk Holdings
Oklahoma
$695
NL
1006
NVWM LLC
Pennsylvania
$695
PJC
1007
Phillip James Consulting
Minnesota
$695
SFCL
1008
Strengthening Families & Communities LLC
Massachusetts
$695 +$743 +5 New
BIM
1009
Breakwater Investment Management
Washington
$557
MAM
1010
Marquette Asset Management
Minnesota
$557
BWS
1011
Buck Wealth Strategies
Colorado
$556 +$595 +4 New
PWA
1012
Provenance Wealth Advisors
Florida
$556 +$595 +4 New
ADL
1013
Asset Dedication LLC
California
$418 -$1.34K -9 -75%
VWA
1014
Valued Wealth Advisors
Utah
$418 -$595 -4 -57%
GJIA
1015
Glass Jacobson Investment Advisors
Maryland
$418 +$446 +3 New
ECA
1016
Elevated Capital Advisors
Utah
$417
DF
1017
DecisionPoint Financial
Arizona
$411 +$446 +3 New
SA
1018
Seneschal Advisors
Washington
$279 -$149 -1 -33%
TCA
1019
Trifecta Capital Advisors
Illinois
$279 +$297 +2 New
AWM
1020
Activest Wealth Management
Florida
$278 -$595 -4 -67%
T
1021
Tidemark
California
$278
3FI
1022
3 Factor Indexing
California
$140 -$149 -1 -50%
MCA
1023
Maryland Capital Advisors
Maryland
$140 +$149 +1 New
DWM
1024
Darwin Wealth Management
Florida
$113
SWIM
1025
Smallwood Wealth Investment Management
New Jersey
$7

STZ Hedge Fund Activity: Q2 2026 in Review

1,025 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q2 2026, worth a combined $20B — down 6.8% from $21.5B a quarter earlier.

Sellers outnumbered buyers: 114 funds closed out of STZ and 113 opened new positions — a net loss of 1 holder — while 450 trimmed existing stakes and 292 added.

The largest buyer was Jane Street, adding an estimated $278M. The largest seller was Wellington Management Group, cutting an estimated $418M.

  • 1,025 institutional investors held Constellation Brands (STZ) as of Q2 2026, down from 1,047 in Q1 2026.
  • Funds reported $20B of Constellation Brands stock for Q2 2026, down 6.8% quarter-over-quarter.
  • 113 funds opened new Constellation Brands positions in Q2 2026 and 114 closed out, a net change of -1 holder.
  • The largest Constellation Brands buyer in Q2 2026 was Jane Street, an estimated $278M added.
  • The largest Constellation Brands seller in Q2 2026 was Wellington Management Group, an estimated $418M sold.

Based on aggregated 13F filings for Q2 2026.