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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 %
ADL
1026
Asset Dedication LLC
California
$21.1K – – –
KPP
1027
Kings Path Partners
Texas
$20.9K -$741K -4,037 -97%
CFO
1028
CVA Family Office
Colorado
$20.6K +$5.88K +32 +40%
NAAA
1029
New Age Alpha Advisors
New York
$20K +$1.65K +9 +9%
C
1030
Covestor
United Kingdom
$20K +$6.42K +35 +47%
AAP
1031
Arax Advisory Partners
Colorado
$19.3K -$26.1K -142 -57%
FMII
1032
Farmers & Merchants Investments Inc
Nebraska
$19.3K – – –
VCM
1033
Versant Capital Management
Arizona
$18.9K -$10.1K -55 -35%
NMG
1034
New Millennium Group
Utah
$18.9K +$1.1K +6 +6%
EPIM
1035
Evelyn Partners Investment Management
$18.4K +$18.4K +65 New
CSC
1036
Caldwell Sutter Capital
California
$18.4K -$23.3K -127 -56%
VWM
1037
Valley Wealth Managers
New Jersey
$18.4K – – –
ITIM
1038
Indiana Trust & Investment Management
Indiana
$18.4K – – –
SJIM
1039
St. Johns Investment Management
Florida
$18.4K – – –
OPTFSNA
1040
Old Point Trust & Financial Services N A
Virginia
$18.4K – – –
NEWAS
1041
N.E.W. Advisory Services
Wisconsin
$18.4K +$18.4K +100 New
MA
1042
MCF Advisors
Kentucky
$18.2K -$1.1K -6 -6%
FMTCOCP
1043
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$18K – – –
M
1044
MOTCO
Texas
$17.8K +$3.49K +19 +24%
GJIA
1045
Glass Jacobson Investment Advisors
Maryland
$16.8K – – –
AT
1046
Avalon Trust
New Mexico
$16.4K +$16.4K +89 New
JWA
1047
JFS Wealth Advisors
Pennsylvania
$16.2K -$8.26K -45 -34%
HWM
1048
Hemington Wealth Management
Virginia
$16K -$1.91K -11 -11%
FCT
1049
First Community Trust
Iowa
$15.6K – – –
LC
1050
Lindbrook Capital
California
$15.2K -$33.4K -182 -69%
40 41
42
43 44