Constellation Brands
1,175 hedge funds and large institutions have $27B invested in Constellation Brands in 2025 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 382 increasing their positions, 538 reducing their positions, and 267 closing their positions.
29% more call options, than puts
Call options by funds: $780M | Put options by funds: $604M
0.84% more ownership
Funds ownership: 80.64% → 81.48% (+0.84%)
12% less funds holding
Funds holding: 1,337 → 1,175 (-162)
18% less capital invested
Capital invested by funds: $32.8B → $27B (-$5.77B)
29% less repeat investments, than reductions
Existing positions increased: 382 | Existing positions reduced: 538
55% less first-time investments, than exits
New positions opened: 120 | Existing positions closed: 267
60% less funds holding in top 10
Funds holding in top 10: 10 → 4 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$1.16B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$615M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$550M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$524M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$457M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$861M |
| 2 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
-$343M |
| 3 |
DCP
D1 Capital Partners
New York
|
-$338M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$296M |
| 5 |
DCP
Darsana Capital Partners
New York
|
-$276M |
STZ Hedge Fund Activity: Q1 2025 in Review
1,175 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q1 2025, worth a combined $27B — down 18% from $32.8B a quarter earlier.
Sellers outnumbered buyers: 267 funds closed out of STZ and 120 opened new positions — a net loss of 147 holders — while 538 trimmed existing stakes and 382 added.
The largest buyer was Berkshire Hathaway, adding an estimated $1.16B. The largest seller was Morgan Stanley, cutting an estimated $861M.
- 1,175 institutional investors held Constellation Brands (STZ) as of Q1 2025, down from 1,337 in Q4 2024.
- Funds reported $27B of Constellation Brands stock for Q1 2025, down 18% quarter-over-quarter.
- 120 funds opened new Constellation Brands positions in Q1 2025 and 267 closed out, a net change of -147 holders.
- The largest Constellation Brands buyer in Q1 2025 was Berkshire Hathaway, an estimated $1.16B added.
- The largest Constellation Brands seller in Q1 2025 was Morgan Stanley, an estimated $861M sold.
Based on aggregated 13F filings for Q1 2025.