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Brown-Forman Class A
BF.A

206 hedge funds and large institutions have $632M invested in Brown-Forman Class A in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 69 increasing their positions, 62 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $1.34M | Put options by funds: $486K

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

11% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 62

1% more funds holding

Funds holding: 204 → 206 (+2)

0.64% more ownership

Funds ownership: 10.52% → 11.17% (+0.64%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

6% less capital invested

Capital invested by funds: $671M → $632M (-$38.5M)

Holders
206
Holders Change
+2
Holders Change %
+0.98%
% of All Funds
2.76%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
29
Increased
69
Reduced
62
Closed
24
Calls
$1.34M
Puts
$486K
Net Calls
+$852K
Net Calls Change
+$629K

Top Buyers

Rank Fund Capital Flow
1
Baird Financial Group
Baird Financial Group
Wisconsin
+$34.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$4.98M
3
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$4.48M
4
Morgan Stanley
Morgan Stanley
New York
+$4.38M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$2.99M

Top Sellers

Rank Fund Capital Flow
1
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$9.9M
2
GRQ
Gardner Russo & Quinn
Pennsylvania
-$4.83M
3
Citadel Advisors
Citadel Advisors
Florida
-$2M
4
PAG
Poinciana Advisors Group
Florida
-$1.59M
5
LT
Lindsell Train
United Kingdom
-$1.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
BTW
51
Boston Trust Walden
Massachusetts
$1.08M – – –
SC
52
Schulhoff & Co
Ohio
$1.08M +$10.1K +300 +0.9%
SFO
53
Stokes Family Office
Louisiana
$1.05M +$1.05M +31,300 New
Invesco
54
Invesco
Georgia
$877K +$179K +5,329 +26%
EWA
55
EP Wealth Advisors
California
$869K – – –
ACM
56
Advisors Capital Management
New Jersey
$835K – – –
AQR Capital Management
57
AQR Capital Management
Connecticut
$829K +$561K +16,718 +208%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$826K +$7.15K +213 +0.9%
Mariner
59
Mariner
Kansas
$795K +$350K +10,414 +78%
Neuberger Berman Group
60
Neuberger Berman Group
New York
$791K -$8.93K -266 -1%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$789K +$279K +8,301 +54%
Raymond James Financial
62
Raymond James Financial
Florida
$787K +$108K +3,209 +16%
SC
63
Stephens Consulting
Michigan
$786K – – –
Treasurer of the State of North Carolina
64
Treasurer of the State of North Carolina
North Carolina
$746K +$29.2K +870 +4%
UIM
65
USS Investment Management
United Kingdom
$726K – – –
Squarepoint
66
Squarepoint
New York
$689K +$691K +20,598 New
Charles Schwab
67
Charles Schwab
California
$685K -$247K -7,360 -26%
AB
68
Atlas Brown
Kentucky
$681K – – –
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$674K -$9.9M -294,936 -94%
DWP
70
Daymark Wealth Partners
Ohio
$669K – – –
HF
71
HRT Financial
New York
$656K -$1.47M -43,765 -69%
PI
72
PineBridge Investments
New York
$635K -$369 -11 -0.1%
TI
73
Trexquant Investment
Connecticut
$608K +$289K +8,597 +90%
PTC
74
Private Trust Company
Ohio
$602K – – –
FBT
75
First Bankers Trust
Kentucky
$598K -$114K -3,400 -16%
1 2
3
4 5

BF.A Hedge Fund Activity: Q1 2025 in Review

206 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q1 2025, worth a combined $632M — down 5.7% from $671M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BF.A positions and 24 closed out — a net gain of 5 holders — while 69 added to existing stakes and 62 trimmed.

The largest buyer was Baird Financial Group, adding an estimated $34.1M. The largest seller was New York State Common Retirement Fund, cutting an estimated $9.9M.

  • 206 institutional investors held Brown-Forman Class A (BF.A) as of Q1 2025, up from 204 in Q4 2024.
  • Funds reported $632M of Brown-Forman Class A stock for Q1 2025, down 5.7% quarter-over-quarter.
  • 29 funds opened new Brown-Forman Class A positions in Q1 2025 and 24 closed out, a net change of +5 holders.
  • The largest Brown-Forman Class A buyer in Q1 2025 was Baird Financial Group, an estimated $34.1M added.
  • The largest Brown-Forman Class A seller in Q1 2025 was New York State Common Retirement Fund, an estimated $9.9M sold.

Based on aggregated 13F filings for Q1 2025.