STZ icon

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 %
KIA
1351
Kraematon Investment Advisors
Massachusetts
– -$213K -962 Closed
SFA
1352
Seneca Financial Advisors
New York
– -$211K -955 Closed
FWM
1353
FFT Wealth Management
Pennsylvania
– -$211K -954 Closed
ACS
1354
Archford Capital Strategies
Illinois
– -$210K -951 Closed
CIA
1355
Capital Investment Advisors
Georgia
– -$208K -941 Closed
AFA
1356
AA Financial Advisors
Ohio
– -$208K -940 Closed
ABTD
1357
Arvest Bank Trust Division
Oklahoma
– -$206K -932 Closed
LFP
1358
Leeward Financial Partners
Washington
– -$206K -931 Closed
BFG
1359
Beacon Financial Group
Texas
– -$205K -929 Closed
CFGS
1360
Concourse Financial Group Securities
Alabama
– -$166K -929 Closed
WRM
1361
Weybosset Research & Management
Rhode Island
– -$204K -925 Closed
BBI
1362
Baxter Bros Inc
Connecticut
– -$204K -925 Closed
CMI
1363
Clare Market Investments
Texas
– -$204K -924 Closed
MWM
1364
Mission Wealth Management
California
– -$204K -924 Closed
BFO
1365
Boston Family Office
Massachusetts
– -$204K -923 Closed
PJWM
1366
Philip James Wealth Mangement
Georgia
– -$204K -923 Closed
DT
1367
Diversified Trust
Tennessee
– -$204K -921 Closed
WG
1368
Welch Group
Alabama
– -$201K -917 Closed
HSWM
1369
Hubbell Strickland Wealth Management
Louisiana
– -$203K -917 Closed
WWM
1370
Western Wealth Management
Colorado
– -$201K -910 Closed
VHAM
1371
Van Hulzen Asset Management
California
– -$194K -880 Closed
BC
1372
Bayforest Capital
United Kingdom
– -$192K -868 Closed
JAG
1373
Journey Advisory Group
Kentucky
– -$206K -800 Closed
LJHT
1374
Laurie J. Hall Trustee
– -$170K -770 Closed
RS
1375
R Squared
Hong Kong
– -$137K -620 Closed
53 54
55
56 57