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Constellation Brands
STZ

Overview Fund Activity

1,111 hedge funds and large institutions have $23.9B invested in Constellation Brands in 2025 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 370 increasing their positions, 468 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,111
Holders Change
-49
Holders Change %
-4.22%
% 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
123
Increased
370
Reduced
468
Closed
154
Calls
$791M
Puts
$732M
Net Calls
+$58.5M
Net Calls Change
-$118M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$250M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$226M
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
+$170M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$168M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$288M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$203M
3
American Century Companies
American Century Companies
Missouri
-$163M
4
Capital World Investors
Capital World Investors
California
-$162M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
SO
1051
Sierra Ocean
California
$3.42K -$5.53K -34 -62%
IHWM
1052
Iron Horse Wealth Management
Iowa
$3.42K – – –
IMC
1053
Investment Management Corporation
Virginia
$3.25K – – –
CWA
1054
Carolina Wealth Advisors
South Carolina
$3.25K – – –
SC
1055
Sawyer & Company
Massachusetts
$3K +$3K +18 New
RF
1056
Robbins Farley
New Hampshire
$2.77K – – –
CBT
1057
CoreFirst Bank & Trust
Kansas
$2.77K +$2.77K +17 New
CWM
1058
CarsonAllaria Wealth Management
Illinois
$2.67K – – –
PPC
1059
Park Place Capital
Alabama
$2.66K -$88.4K -531 -97%
PPA
1060
Painted Porch Advisors
California
$2.6K – – –
OP
1061
ORG Partners
Indiana
$2.49K +$2K +12 +400%
BIM
1062
Breakwater Investment Management
Washington
$2.44K – – –
AA
1063
Addison Advisors
Vermont
$2.44K +$2.44K +15 New
T
1064
Transce3nd
Texas
$2.44K – – –
CIAS
1065
CBIZ Investment Advisory Services
Ohio
$2.28K +$2.28K +14 New
RF
1066
Rossby Financial
Florida
$2.28K +$2.28K +14 New
DPW
1067
DiNuzzo Private Wealth
Pennsylvania
$2.12K +$651 +4 +44%
FLFS
1068
Family Legacy Financial Solutions
North Carolina
$2.01K +$2.01K +12 New
PCM
1069
Penserra Capital Management
California
$2K – – –
HWA
1070
HHM Wealth Advisors
Tennessee
$1.95K – – –
FC
1071
Fairscale Capital
New Hampshire
$1.84K – – –
PSFG
1072
Park Square Financial Group
Georgia
$1.79K – – –
M
1073
MOTCO
Texas
$1.67K -$14.5K -87 -90%
TFM
1074
TFC Financial Management
Massachusetts
$1.63K -$8.8K -54 -84%
TWD
1075
True Wealth Design
Ohio
$1.63K -$651 -4 -29%
41 42
43
44 45