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Brown-Forman Class A

195 hedge funds and large institutions have $494M invested in Brown-Forman Class A in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 58 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 58

0.54% less ownership

Funds ownership: 11.17%10.63% (-0.54%)

5% less funds holding

Funds holding: 206195 (-11)

22% less capital invested

Capital invested by funds: $632M → $494M (-$138M)

29% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 34

83% less call options, than puts

Call options by funds: $291K | Put options by funds: $1.67M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
195
Holders Change
-11
Holders Change %
-5.34%
% of All Funds
2.57%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
73
Reduced
58
Closed
34
Calls
$291K
Puts
$1.67M
Net Calls
-$1.38M
Net Calls Change
-$2.23M
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
26
Brown Advisory
Maryland
$2.25M -$80.4K -2,508 -3%
Canada Pension Plan Investment Board
27
Canada Pension Plan Investment Board
Ontario, Canada
$2.24M +$492K +15,352 +23%
Renaissance Technologies
28
Renaissance Technologies
New York
$1.87M -$507K -15,800 -19%
N
29
Nuveen
North Carolina
$1.85M -$25.3K -790 -1%
Jane Street
30
Jane Street
New York
$1.85M +$626K +19,518 +41%
Luther King Capital Management (LKCM)
31
Luther King Capital Management (LKCM)
Texas
$1.83M
PAG
32
Poinciana Advisors Group
Florida
$1.44M -$1.83M -57,020 -52%
Charles Schwab
33
Charles Schwab
California
$1.35M +$920K +28,688 +140%
EI
34
Ethic Inc
New York
$1.35M +$110K +3,427 +7%
Pathstone Holdings
35
Pathstone Holdings
New Jersey
$1.34M -$19.1K -597 -1%
Wells Fargo
36
Wells Fargo
California
$1.32M +$272K +8,472 +21%
Goldman Sachs
37
Goldman Sachs
New York
$1.31M +$98.6K +3,074 +7%
SFG
38
Sather Financial Group
Texas
$1.26M -$15.3K -478 -1%
Mariner
39
Mariner
Kansas
$1.25M +$698K +21,779 +92%
P
40
Pitcairn
Pennsylvania
$1.24M +$313K +9,754 +28%
US Bancorp
41
US Bancorp
Minnesota
$1.19M -$69.1K -2,155 -5%
UIM
42
USS Investment Management
United Kingdom
$1.14M +$635K +19,800 +91%
Bank of America
43
Bank of America
North Carolina
$1.04M -$410K -12,778 -25%
TTWM
44
TCV Trust & Wealth Management
Virginia
$1.02M
JSW
45
Journey Strategic Wealth
New Jersey
$1.01M +$5K +156 +0.4%
UBS Group
46
UBS Group
Switzerland
$996K +$696K +21,698 +149%
QCM
47
Quantinno Capital Management
New York
$989K -$825K -25,734 -42%
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
$989K
AC
49
Aristides Capital
Kentucky
$961K +$1.12M +35,000 New
Canada Life
50
Canada Life
Manitoba, Canada
$909K -$45.1K -1,406 -4%

BF.A Hedge Fund Activity: Q2 2025 in Review

195 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q2 2025, worth a combined $494M — down 22% from $632M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of BF.A and 24 opened new positions — a net loss of 10 holders — while 58 trimmed existing stakes and 73 added.

The largest buyer was Northern Trust, adding an estimated $3.64M. The largest seller was Baird Financial Group, cutting an estimated $32.6M.

  • 195 institutional investors held Brown-Forman Class A (BF.A) as of Q2 2025, down from 206 in Q1 2025.
  • Funds reported $494M of Brown-Forman Class A stock for Q2 2025, down 22% quarter-over-quarter.
  • 24 funds opened new Brown-Forman Class A positions in Q2 2025 and 34 closed out, a net change of -10 holders.
  • The largest Brown-Forman Class A buyer in Q2 2025 was Northern Trust, an estimated $3.64M added.
  • The largest Brown-Forman Class A seller in Q2 2025 was Baird Financial Group, an estimated $32.6M sold.

Based on aggregated 13F filings for Q2 2025.