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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 %
GWM
1101
Graybill Wealth Management
Illinois
$4.86K +$4.86K +27 New
EWP
1102
Elevation Wealth Partners
California
$4.77K – – –
IWP
1103
IAG Wealth Partners
Wisconsin
$4.59K – – –
SA
1104
SRH Advisors
Kansas
$4.4K – – –
MAM
1105
Meeder Asset Management
Ohio
$4.22K -$2.39K -13 -36%
TH
1106
TCTC Holdings
Texas
$4.22K – – –
AWM
1107
Accredited Wealth Management
Kentucky
$4.04K – – –
CAM
1108
Costello Asset Management
Pennsylvania
$4.04K +$4.04K +22 New
AW
1109
Avion Wealth
Texas
$4K – – –
IHWM
1110
Iron Horse Wealth Management
Iowa
$3.85K +$3.85K +21 New
IMC
1111
Investment Management Corporation
Virginia
$3.67K – – –
CWA
1112
Carolina Wealth Advisors
South Carolina
$3.67K – – –
DJSG
1113
D.J. St. Germain
Massachusetts
$3.49K -$3.03M -16,509 -100%
CPA
1114
Compass Planning Associates
Massachusetts
$3.34K – – –
RF
1115
Robbins Farley
New Hampshire
$3.12K -$2.52M -13,757 -100%
CWM
1116
CarsonAllaria Wealth Management
Illinois
$2.99K – – –
PPA
1117
Painted Porch Advisors
California
$2.94K +$367 +2 +14%
HFS
1118
Hughes Financial Services
Virginia
$2.77K +$2.77K +15 New
T
1119
Transce3nd
Texas
$2.75K – – –
BIM
1120
Breakwater Investment Management
Washington
$2.75K – – –
CTWM
1121
Cherry Tree Wealth Management
Minnesota
$2.75K +$2.57K +14 +1,400%
BCMLT
1122
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.75K +$2.75K +15 New
TWD
1123
True Wealth Design
Ohio
$2.57K +$367 +2 +17%
HWA
1124
HHM Wealth Advisors
Tennessee
$2.2K -$3.86K -21 -64%
Q1WB
1125
Quest 10 Wealth Builders
Virginia
$2.02K +$184 +1 +10%
43 44
45
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