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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 %
AWM
1326
Aviso Wealth Management
Washington
– -$238K -1,079 Closed
PWM
1327
Purus Wealth Management
California
– -$237K -1,072 Closed
GCM
1328
Generation Capital Management
New York
– -$236K -1,070 Closed
HPBT
1329
Hickory Point Bank & Trust
Illinois
– -$236K -1,069 Closed
HCM
1330
Howard Capital Management
Georgia
– -$236K -1,068 Closed
WPC
1331
Waters Parkerson & Co
Louisiana
– -$234K -1,060 Closed
ACM
1332
Alta Capital Management
Utah
– -$234K -1,059 Closed
SWM
1333
Shelton Wealth Management
Texas
– -$232K -1,051 Closed
NAS
1334
NWF Advisory Services
California
– -$232K -1,051 Closed
SC
1335
Searle & Co
Connecticut
– -$232K -1,050 Closed
NAM
1336
NorthCrest Asset Manangement
Minnesota
– -$231K -1,047 Closed
PAM
1337
Panagora Asset Management
Massachusetts
– -$228K -1,033 Closed
TSW
1338
Thompson Siegel & Walmsley
Virginia
– -$227K -1,025 Closed
CWM
1339
Connecticut Wealth Management
Connecticut
– -$223K -1,008 Closed
MAM
1340
McLean Asset Management
Virginia
– -$221K -1,002 Closed
BJL
1341
Brighton Jones LLC
Washington
– -$221K -1,001 Closed
DDPIC
1342
Deroy & Devereaux Private Investment Counsel
Michigan
– -$221K -1,000 Closed
BWM
1343
Buckley Wealth Management
Nevada
– -$221K -1,000 Closed
KW
1344
Keyvantage Wealth
Pennsylvania
– -$219K -989 Closed
BIA
1345
Barry Investment Advisors
Massachusetts
– -$217K -983 Closed
CI
1346
Conning Inc
Connecticut
– -$216K -979 Closed
MWM
1347
Mattern Wealth Management
Kansas
– -$216K -976 Closed
SIA
1348
Strategic Investment Advisors
Michigan
– -$215K -975 Closed
BWP
1349
Balboa Wealth Partners
Arizona
– -$216K -975 Closed
BWM
1350
Birchcreek Wealth Management
Ohio
– -$215K -973 Closed
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