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Constellation Brands
STZ

Overview Fund Activity

1,111 hedge funds and large institutions have $23.9B invested in Constellation Brands in 2025 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 370 increasing their positions, 468 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,111
Holders Change
-50
Holders Change %
-4.31%
% of All Funds
14.9%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
123
Increased
370
Reduced
468
Closed
155
Calls
$791M
Puts
$732M
Net Calls
+$58.5M
Net Calls Change
-$118M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$250M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$226M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$214M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$170M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$168M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$288M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$203M
3
American Century Companies
American Century Companies
Missouri
-$163M
4
Capital World Investors
Capital World Investors
California
-$162M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
PF
1226
Phoenix Financial
Israel
– -$214K -1,159 Closed
BWA
1227
Bordeaux Wealth Advisors
California
– -$213K -1,158 Closed
SFG
1228
Socha Financial Group
New York
– -$210K -1,145 Closed
SFC
1229
Strategic Financial Concepts
Texas
– -$207K -1,128 Closed
GHA
1230
Granite Harbor Advisors
Texas
– -$206K -1,125 Closed
WAOI
1231
Wealth Advisors of Iowa
Iowa
– -$206K -1,121 Closed
MWM
1232
Meritas Wealth Management
California
– -$205K -1,115 Closed
CC
1233
Courier Capital
New York
– -$201K -1,094 Closed
SOW
1234
State of Wyoming
Wyoming
– -$154K -838 Closed
Lazard Asset Management
1235
Lazard Asset Management
New York
– -$147K -803 Closed
WT
1236
Washington Trust
Rhode Island
– -$85.7K -467 Closed
SIM
1237
Sentry Investment Management
Wisconsin
– -$80K -465 Closed
MG
1238
Mather Group
Illinois
– -$66.4K -362 Closed
NDSI
1239
Newman Dignan & Sheerar Inc
Rhode Island
– -$55.1K -300 Closed
CA
1240
Continuum Advisory
Idaho
– -$52.1K -284 Closed
SFG
1241
Stonebridge Financial Group
Pennsylvania
– -$48.3K -263 Closed
TFGT
1242
TS Financial Group (TSFG)
Illinois
– -$37K -202 Closed
Loomis, Sayles & Company
1243
Loomis, Sayles & Company
Massachusetts
– -$35K -188 Closed
QC
1244
Quent Capital
New York
– -$26.8K -146 Closed
WPA
1245
West Paces Advisors
Georgia
– -$24K -131 Closed
UBP
1246
Union Bancaire Privee
Switzerland
– -$23.3K -127 Closed
CWC
1247
Carolinas Wealth Consulting
North Carolina
– -$21.3K -116 Closed
AT
1248
Avalon Trust
New Mexico
– -$16.4K -89 Closed
GJIA
1249
Glass Jacobson Investment Advisors
Maryland
– -$16.8K -76 Closed
GFPC
1250
Global Financial Private Client
Florida
– -$12.5K -68 Closed
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