STZ icon

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 %
LFA
1026
Legend Financial Advisors
Pennsylvania
$7K +$7K +43 New
S
1027
Sachetta
Massachusetts
$6.83K -$2.6K -16 -28%
AP
1028
Aspect Partners
Virginia
$6.67K +$6.67K +41 New
WR
1029
WD Rutherford
Oregon
$6.51K -$387K -2,377 -98%
NRG
1030
Nemes Rush Group
Michigan
$6.51K – – –
HT
1031
Headlands Technologies
Illinois
$6.51K +$6.51K +40 New
ACM
1032
Anfield Capital Management
California
$6.35K – – –
CFO
1033
CVA Family Office
Colorado
$6.2K -$12.1K -74 -66%
MWM
1034
Mascoma Wealth Management
New Hampshire
$6.18K – – –
MMCM
1035
Murphy & Mullick Capital Management
New York
$6.02K – – –
HHMI
1036
Howard Hughes Medical Institute
Maryland
$5.37K +$5.37K +33 New
MSWA
1037
Marshall & Sterling Wealth Advisors
New York
$5.21K +$5.21K +32 New
TFA
1038
Transamerica Financial Advisors
Florida
$5.18K +$5.18K +32 New
AW
1039
Avion Wealth
Texas
$5K +$1.72K +11 +52%
CIA
1040
Cape Investment Advisory
Georgia
$4.97K +$321 +2 +7%
MAM
1041
Meeder Asset Management
Ohio
$4.72K +$976 +6 +26%
EWP
1042
Elevation Wealth Partners
California
$4.23K – – –
DSC
1043
Duncker Streett & Co
Missouri
$4.23K +$4.23K +26 New
IWP
1044
IAG Wealth Partners
Wisconsin
$4.07K – – –
OAJ
1045
Ogorek Anthony Joseph
New York
$4K -$1.24K -9 -24%
BWL
1046
Bogart Wealth LLC
Virginia
$3.9K -$4.07K -25 -51%
SA
1047
SRH Advisors
Kansas
$3.9K – – –
TH
1048
TCTC Holdings
Texas
$3.74K – – –
CAM
1049
Costello Asset Management
Pennsylvania
$3.58K – – –
SO
1050
Sierra Ocean
California
$3.42K -$5.53K -34 -62%
40 41
42
43 44