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Constellation Brands

1,129 hedge funds and large institutions have $24B invested in Constellation Brands in 2025 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 374 increasing their positions, 480 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.34% more ownership

Funds ownership: 81.48%82.82% (+1.3%)

8% more call options, than puts

Call options by funds: $791M | Put options by funds: $732M

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less funds holding

Funds holding: 1,1751,129 (-46)

11% less capital invested

Capital invested by funds: $27B → $24B (-$3.05B)

22% less repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 480

22% less first-time investments, than exits

New positions opened: 123 | Existing positions closed: 158

Holders
1,129
Holders Change
-46
Holders Change %
-3.91%
% of All Funds
14.87%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
123
Increased
374
Reduced
480
Closed
158
Calls
$791M
Puts
$732M
Net Calls
+$58.5M
Net Calls Change
-$118M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.87B -$141M -788,759 -4%
Berkshire Hathaway
2
Berkshire Hathaway
Nebraska
$2.18B +$249M +1,391,000 +12%
Capital World Investors
3
Capital World Investors
California
$1.92B -$178M -994,192 -8%
BlackRock
4
BlackRock
New York
$1.76B -$127M -706,652 -6%
State Street
5
State Street
Massachusetts
$1.12B -$59.2M -329,975 -5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$911M +$102M +570,543 +11%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$897M +$185M +1,030,734 +23%
Capital International Investors
8
Capital International Investors
California
$701M +$670K +3,733 +0.1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$605M +$80.4M +448,259 +14%
Grantham, Mayo, Van Otterloo & Co (GMO)
10
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$598M +$187M +1,042,904 +40%
Morgan Stanley
11
Morgan Stanley
New York
$465M -$82M -457,013 -14%
Aristotle Capital Management
12
Aristotle Capital Management
California
$461M -$11M -61,581 -2%
JP Morgan Chase
13
JP Morgan Chase
New York
$371M +$12.5M +69,513 +3%
Charles Schwab
14
Charles Schwab
California
$320M +$9.53M +53,140 +3%
VanEck Associates
15
VanEck Associates
New York
$304M +$7.11M +39,646 +2%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$292M +$18.6M +103,425 +6%
Ameriprise
17
Ameriprise
Minnesota
$288M +$275M +1,533,961 +651%
Harris Associates
18
Harris Associates
Illinois
$285M +$4.47M +24,912 +1%
Norges Bank
19
Norges Bank
Norway
$240M -$98.4M -548,866 -27%
Invesco
20
Invesco
Georgia
$237M -$115M -639,814 -30%
Bank of America
21
Bank of America
North Carolina
$228M -$37.7M -210,160 -13%
Northern Trust
22
Northern Trust
Illinois
$225M -$27.1M -151,108 -10%
Hotchkis & Wiley Capital Management
23
Hotchkis & Wiley Capital Management
California
$214M +$235M +1,312,910 New
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$213M -$104M -581,504 -31%
UBS Group
25
UBS Group
Switzerland
$205M +$87.8M +489,575 +63%

STZ Hedge Fund Activity: Q2 2025 in Review

1,129 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q2 2025, worth a combined $24B — down 11% from $27B a quarter earlier.

Sellers outnumbered buyers: 158 funds closed out of STZ and 123 opened new positions — a net loss of 35 holders — while 480 trimmed existing stakes and 374 added.

The largest buyer was Ameriprise, adding an estimated $275M. The largest seller was AllianceBernstein, cutting an estimated $317M.

  • 1,129 institutional investors held Constellation Brands (STZ) as of Q2 2025, down from 1,175 in Q1 2025.
  • Funds reported $24B of Constellation Brands stock for Q2 2025, down 11% quarter-over-quarter.
  • 123 funds opened new Constellation Brands positions in Q2 2025 and 158 closed out, a net change of -35 holders.
  • The largest Constellation Brands buyer in Q2 2025 was Ameriprise, an estimated $275M added.
  • The largest Constellation Brands seller in Q2 2025 was AllianceBernstein, an estimated $317M sold.

Based on aggregated 13F filings for Q2 2025.