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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 %
PGIM
1301
Pacific Global Investment Management
California
– -$302K -1,369 Closed
PTC
1302
Petrus Trust Company
Texas
– -$301K -1,364 Closed
TFA
1303
Teamwork Financial Advisors
Texas
– -$296K -1,339 Closed
AIM
1304
Alhambra Investment Management
Florida
– -$295K -1,335 Closed
CA
1305
Cullinan Associates
Kentucky
– -$294K -1,330 Closed
CT
1306
Chicago Trust
Illinois
– -$293K -1,327 Closed
CRC
1307
Curi RMB Capital
Illinois
– -$284K -1,287 Closed
CBT
1308
Central Bank & Trust
Kentucky
– -$279K -1,264 Closed
HT
1309
Headlands Technologies
Illinois
– -$279K -1,263 Closed
WGAM
1310
Wilkinson Global Asset Management
New York
– -$278K -1,260 Closed
WWM
1311
Whalen Wealth Management
Nevada
– -$274K -1,240 Closed
NF
1312
Nikulski Financial
Iowa
– -$273K -1,235 Closed
PGWM
1313
Pitti Group Wealth Management
New York
– -$271K -1,225 Closed
PWMAG
1314
Pinnacle Wealth Management Advisory Group
New Jersey
– -$257K -1,162 Closed
SWM
1315
Silverlake Wealth Management
Vermont
– -$256K -1,160 Closed
CIA
1316
Cladis Investment Advisory
Montana
– -$254K -1,151 Closed
UF
1317
Univest Financial
Pennsylvania
– -$252K -1,142 Closed
AF
1318
Arrow Financial
New York
– -$252K -1,140 Closed
HW
1319
Hancock Whitney
Mississippi
– -$252K -1,139 Closed
SIG
1320
Stonegate Investment Group
Alabama
– -$251K -1,137 Closed
IC
1321
Iconiq Capital
California
– -$245K -1,110 Closed
EGA
1322
E&G Advisors
Texas
– -$242K -1,095 Closed
GAB
1323
German American Bancorp
Indiana
– -$241K -1,091 Closed
BCCM
1324
Black Cypress Capital Management
Florida
– -$239K -1,082 Closed
PL
1325
Perpetual Ltd
Australia
– -$238K -1,079 Closed
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