We are live on ! Find out more
STZ icon

Constellation Brands

1,041 hedge funds and large institutions have $21.5B invested in Constellation Brands in 2026 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 389 increasing their positions, 339 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

28% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 108

15% more repeat investments, than reductions

Existing positions increased: 389 | Existing positions reduced: 339

7% more capital invested

Capital invested by funds: $20.2B → $21.5B (+$1.34B)

5% more call options, than puts

Call options by funds: $606M | Put options by funds: $579M

0% more funds holding

Funds holding: 1,0381,041 (+3)

1.09% less ownership

Funds ownership: 83.8%82.71% (-1.1%)

Holders
1,041
Holders Change
+3
Holders Change %
+0.29%
% of All Funds
12.82%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.15%
New
138
Increased
389
Reduced
339
Closed
108
Calls
$606M
Puts
$579M
Net Calls
+$27.6M
Net Calls Change
-$37M
Name Holding Trade Value Shares
Change
Change in
Stake
NRC
1101
New Republic Capital
North Carolina
-$236K -1,708 Closed
OQS
1102
Occudo Quantitative Strategies
Florida
-$227K -1,646 Closed
BWP
1103
BSW Wealth Partners
Colorado
-$219K -1,589 Closed
RCA
1104
Runnymede Capital Advisors
Ohio
-$218K -1,580 Closed
TCPG
1105
Trivant Custom Portfolio Group
California
-$218K -1,580 Closed
SFA
1106
Souders Financial Advisors
Ohio
-$218K -1,577 Closed
SAM
1107
Secure Asset Management
Michigan
-$217K -1,572 Closed
GWM
1108
GK Wealth Management
Nevada
-$217K -1,570 Closed
SC
1109
Syon Capital
California
-$217K -1,570 Closed
LF
1110
LifePlan Financial
Minnesota
-$211K -1,530 Closed
PCMF
1111
Private Capital Management (Florida)
Florida
-$203K -1,472 Closed
LW
1112
Linscomb Wealth
Texas
-$202K -1,467 Closed
OWCM
1113
One Wealth Capital Management
Arizona
-$202K -1,463 Closed
RLH
1114
RD Lewis Holdings
Florida
-$235K -1,461 Closed
DAM
1115
Diamant Asset Management
Connecticut
-$201K -1,460 Closed
ERSOT
1116
Employees Retirement System of Texas
Texas
-$184K -1,331 Closed
CAM
1117
Clio Asset Management
Virginia
-$138K -1,000 Closed
Bank Julius Baer & Co
1118
Bank Julius Baer & Co
Switzerland
-$112K -813 Closed
WC
1119
Wexford Capital
Florida
-$93.5K -678 Closed
QL
1120
Quarry LP
New York
-$52.7K -382 Closed
AMPWP
1121
Alvarez & Marsal Private Wealth Partners
Florida
-$50.2K -364 Closed
SIM
1122
Sentry Investment Management
Wisconsin
-$44K -319 Closed
MSWM
1123
Mowery & Schoenfeld Wealth Management
Illinois
-$38.6K -280 Closed
EW
1124
Elyxium Wealth
California
-$33K -239 Closed
CWP
1125
Concord Wealth Partners
Virginia
-$27.6K -200 Closed