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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
FT
1076
Fiduciary Trust
Massachusetts
-$285K -1,903 Closed
BRWA
1077
B. Riley Wealth Advisors
Florida
-$286K -1,897 Closed
CPIG
1078
Chicago Partners Investment Group
Illinois
-$296K -1,888 Closed
KFA
1079
Krane Funds Advisors
New York
-$286K -1,858 Closed
AHL
1080
Abel Hall LLC
Louisiana
-$272K -1,814 Closed
WA
1081
Waverly Advisors
Alabama
-$263K -1,752 Closed
PFM
1082
Patton Fund Management
Texas
-$261K -1,739 Closed
EA
1083
Everpar Advisors
Oklahoma
-$254K -1,693 Closed
NB
1084
Nicolet Bankshares
Wisconsin
-$255K -1,687 Closed
CIAM
1085
Caitong International Asset Management
Hong Kong
-$247K -1,644 Closed
MT
1086
Midwest Trust
Kansas
-$242K -1,611 Closed
KCPG
1087
Kavar Capital Partners Group
Kansas
-$231K -1,541 Closed
BMCM
1088
Bryn Mawr Capital Management
Pennsylvania
-$229K -1,529 Closed
FNT
1089
First National Trust
Pennsylvania
-$225K -1,500 Closed
IIM
1090
Intact Investment Management
Quebec, Canada
-$225K -1,500 Closed
TCA
1091
Transcend Capital Advisors
New Jersey
-$225K -1,497 Closed
KWM
1092
Keebeck Wealth Management
Illinois
-$224K -1,495 Closed
MWM
1093
Meridian Wealth Management
Kentucky
-$215K -1,436 Closed
OPA
1094
Old Port Advisors
Maine
-$213K -1,418 Closed
SFS
1095
Sowell Financial Services
Arkansas
-$212K -1,416 Closed
BDLIB
1096
Banque de Luxembourg Investments (BLI)
Luxembourg
-$194K -1,410 Closed
DIP
1097
Davis Investment Partners
North Carolina
-$210K -1,400 Closed
BJL
1098
Brighton Jones LLC
Washington
-$206K -1,371 Closed
PG
1099
Patten Group
Tennessee
-$204K -1,360 Closed
LW
1100
Livet Wealth
Utah
-$203K -1,354 Closed

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.