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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 %
PSFG
1126
Park Square Financial Group
Georgia
$2.02K -$5.51K -30 -73%
FC
1127
Fairscale Capital
New Hampshire
$2.02K – – –
PCM
1128
Penserra Capital Management
California
$2K -$52.8K -396 -96%
TCA
1129
Trifecta Capital Advisors
Illinois
$1.84K +$367 +2 +25%
GPFA
1130
Game Plan Financial Advisors
Ohio
$1.84K – – –
CWM
1131
Cedar Wealth Management
California
$1.84K – – –
YAL
1132
Your Advocates Ltd
Texas
$1.84K – – –
DPW
1133
DiNuzzo Private Wealth
Pennsylvania
$1.65K -$1.29K -7 -44%
FNWA
1134
Financial Network Wealth Advisors
Utah
$1.65K +$1.65K +9 New
DWM
1135
Dogwood Wealth Management
Kansas
$1.65K +$1.65K +9 New
WCM
1136
WealthTrak Capital Management
Virginia
$1.47K +$918 +5 +167%
GFL
1137
Granite FO LLC
New Hampshire
$1.47K – – –
NL
1138
NVWM LLC
Pennsylvania
$1.47K +$1.47K +8 New
BWM
1139
Bernard Wealth Management
Michigan
$1.29K +$1.29K +7 New
AWM
1140
Activest Wealth Management
Florida
$1.29K +$1.29K +7 New
AAG
1141
Armstrong Advisory Group
Massachusetts
$1.11K – – –
WA
1142
WestEnd Advisors
North Carolina
$1.1K +$734 +4 +200%
PWA
1143
Principia Wealth Advisory
Texas
$1.1K +$733 +4 +200%
NWM
1144
Navigoe Wealth Management
California
$1K -$100 -1 -9%
BC
1145
Barrett & Company
Rhode Island
$918 – – –
AP
1146
Atwood & Palmer
Missouri
$918 – – –
GC
1147
Garde Capital
Washington
$918 +$918 +5 New
PWA
1148
Physician Wealth Advisors
Utah
$918 +$918 +5 New
PMFA
1149
Plante Moran Financial Advisors
Michigan
$738 – – –
PA
1150
PSI Advisors
Florida
$734 – – –
44 45
46
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