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Brown-Forman Class A
BF.A

208 hedge funds and large institutions have $492M invested in Brown-Forman Class A in 2026 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 68 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,350% more call options, than puts

Call options by funds: $14.1M | Put options by funds: $975K

33% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 27

2% more funds holding

Funds holding: 203 → 208 (+5)

5% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 65

4% more capital invested

Capital invested by funds: $475M → $492M (+$17.7M)

0.22% more ownership

Funds ownership: 10.69% → 10.91% (+0.22%)

Holders
208
Holders Change
+5
Holders Change %
+2.46%
% of All Funds
2.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
68
Reduced
65
Closed
27
Calls
$14.1M
Puts
$975K
Net Calls
+$13.2M
Net Calls Change
+$13.1M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$11.1M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$4.45M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$3.52M
4
BCM
Bronte Capital Management
Australia
+$2.73M
5
Swiss National Bank
Swiss National Bank
Switzerland
+$2.72M

Top Sellers

Rank Fund Capital Flow
1
LT
Lindsell Train
United Kingdom
-$4.29M
2
Morgan Stanley
Morgan Stanley
New York
-$4.15M
3
Jane Street
Jane Street
New York
-$2.72M
4
Millennium Management
Millennium Management
New York
-$2.71M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$2.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
51
Jane Street
New York
$1.03M -$2.72M -99,978 -72%
JSW
52
Journey Strategic Wealth
New Jersey
$1.03M -$2.12K -78 -0.2%
T. Rowe Price Associates
53
T. Rowe Price Associates
Maryland
$965K – – –
WJWM
54
Williams Jones Wealth Management
New York
$865K – – –
SC
55
Schulhoff & Co
Ohio
$864K – – –
SEI Investments
56
SEI Investments
Pennsylvania
$815K +$828K +30,434 New
BTW
57
Boston Trust Walden
Massachusetts
$814K – – –
Wells Fargo
58
Wells Fargo
California
$784K -$37.9K -1,392 -5%
D.E. Shaw & Co
59
D.E. Shaw & Co
New York
$783K -$2.11M -77,661 -73%
Neuberger Berman Group
60
Neuberger Berman Group
New York
$777K +$117K +4,301 +17%
STA
61
Summit Trail Advisors
New York
$722K -$64.6K -2,374 -8%
TVM
62
True Vision MN
Minnesota
$713K +$72.7K +2,670 +11%
Bessemer Group
63
Bessemer Group
New Jersey
$695K – – –
Franklin Resources
64
Franklin Resources
California
$674K +$11.8K +433 +2%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$669K -$4.11K -151 -0.6%
Invesco
66
Invesco
Georgia
$669K -$19.1K -701 -3%
American Century Companies
67
American Century Companies
Missouri
$663K +$288K +10,589 +75%
Janus Henderson Group
68
Janus Henderson Group
United Kingdom
$652K +$664K +24,400 New
US Bancorp
69
US Bancorp
Minnesota
$605K -$237K -8,702 -28%
MFS
70
Mirabella Financial Services
United Kingdom
$597K +$606K +22,277 New
Fidelity Investments
71
Fidelity Investments
Massachusetts
$586K +$147K +5,400 +33%
EWA
72
EP Wealth Advisors
California
$558K -$173K -6,347 -23%
State Board of Administration of Florida Retirement System
73
State Board of Administration of Florida Retirement System
Florida
$549K – – –
AB
74
Atlas Brown
Kentucky
$545K – – –
DWP
75
Daymark Wealth Partners
Ohio
$538K +$2.53K +93 +0.5%
1 2
3
4 5

BF.A Hedge Fund Activity: Q1 2026 in Review

208 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q1 2026, worth a combined $492M — up 3.7% from $475M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new BF.A positions and 27 closed out — a net gain of 9 holders — while 68 added to existing stakes and 65 trimmed.

The largest buyer was BlackRock, adding an estimated $11.1M. The largest seller was Lindsell Train, cutting an estimated $4.29M.

  • 208 institutional investors held Brown-Forman Class A (BF.A) as of Q1 2026, up from 203 in Q4 2025.
  • Funds reported $492M of Brown-Forman Class A stock for Q1 2026, up 3.7% quarter-over-quarter.
  • 36 funds opened new Brown-Forman Class A positions in Q1 2026 and 27 closed out, a net change of +9 holders.
  • The largest Brown-Forman Class A buyer in Q1 2026 was BlackRock, an estimated $11.1M added.
  • The largest Brown-Forman Class A seller in Q1 2026 was Lindsell Train, an estimated $4.29M sold.

Based on aggregated 13F filings for Q1 2026.