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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 %
SO
1076
Sierra Ocean
California
$10.1K +$5.51K +30 +120%
HNW
1077
High Note Wealth
Minnesota
$9.91K -$3.12K -17 -24%
WAS
1078
Winch Advisory Services
Wisconsin
$9.6K – – –
FFA
1079
Frazier Financial Advisors
Ohio
$9.54K – – –
1NWS
1080
1 North Wealth Services
Maryland
$9.18K +$9.18K +50 New
BWL
1081
Bogart Wealth LLC
Virginia
$8.99K – – –
FMP
1082
Financial Management Professionals
Texas
$8.81K -$3.3K -18 -27%
CFFP
1083
Center for Financial Planning
Michigan
$8.26K – – –
RTC
1084
Riverview Trust Company
Washington
$8.26K -$54.7K -298 -87%
PC
1085
Promus Capital
Illinois
$8.08K – – –
CAWM
1086
Capital A Wealth Management
Pennsylvania
$7.71K – – –
RWM
1087
Ruedi Wealth Management
Illinois
$7.71K – – –
NRG
1088
Nemes Rush Group
Michigan
$7.34K -$2.02K -11 -22%
DF
1089
Dunhill Financial
United Kingdom
$7.16K -$551 -3 -7%
CIAM
1090
Caitong International Asset Management
Hong Kong
$7.16K -$146K -797 -95%
ACM
1091
Anfield Capital Management
California
$7.16K – – –
OAJ
1092
Ogorek Anthony Joseph
New York
$7K +$2.58K +14 +58%
MWM
1093
Mascoma Wealth Management
New Hampshire
$6.97K – – –
HCP
1094
Hexagon Capital Partners
Arkansas
$6.79K -$6.61K -36 -49%
MMCM
1095
Murphy & Mullick Capital Management
New York
$6.79K – – –
RFS
1096
Richardson Financial Services
Massachusetts
$6.42K -$3.85K -21 -38%
HWM
1097
HighMark Wealth Management
Minnesota
$6.25K – – –
CIA
1098
Cape Investment Advisory
Georgia
$5.41K – – –
FPF
1099
First Pacific Financial
Washington
$5.14K +$367 +2 +8%
HWP
1100
Highline Wealth Partners
California
$4.99K +$2.59K +14 +108%
42 43
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