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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
FGP
1101
Freestone Grove Partners
California
-$178K -1,184 Closed
RMC
1102
Resources Management Corp
Connecticut
-$154K -1,027 Closed
CSPIA
1103
Cary Street Partners Investment Advisory
Virginia
-$137K -911 Closed
VT
1104
Volterra Technologies
New York
-$132K -889 Closed
DWP
1105
Destiny Wealth Partners
Florida
-$119K -791 Closed
AC
1106
Avestar Capital
New York
-$119K -790 Closed
HIM
1107
Hillsdale Investment Management
Ontario, Canada
-$81.9K -546 Closed
CSP
1108
Cary Street Partners
Virginia
-$69.5K -463 Closed
WOSD
1109
WFA of San Diego
California
-$66K -440 Closed
SIS
1110
Sound Income Strategies
Florida
-$58.2K -385 Closed
FWA
1111
Flagship Wealth Advisors
Massachusetts
-$61.8K -380 Closed
VC
1112
Vestor Capital
Illinois
-$53K -350 Closed
CW
1113
Curio Wealth
Maryland
-$45.3K -302 Closed
GSEP
1114
Golden State Equity Partners
California
-$37.4K -249 Closed
RFP
1115
Root Financial Partners
California
-$33.3K -222 Closed
MTIC
1116
Missouri Trust & Investment Company
Missouri
-$30K -200 Closed
TPWA
1117
Twin Peaks Wealth Advisors
California
-$25.7K -171 Closed
GIBU
1118
Gulf International Bank (UK)
United Kingdom
-$23K -150 Closed
IAAG
1119
Innovative Asset Advisors Group
Connecticut
-$16.4K -109 Closed
GWSA
1120
Global Wealth Strategies & Associates
Colorado
-$11.3K -75 Closed
S
1121
Sachetta
Massachusetts
-$8.4K -56 Closed
RFG
1122
REAP Financial Group
Texas
-$8.25K -55 Closed
TGY2IT
1123
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
-$7.35K -49 Closed
RCM
1124
Raleigh Capital Management
North Carolina
-$6.15K -41 Closed
CT
1125
Caldwell Trust
Florida
-$6K -40 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.