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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
WJWM
51
Williams Jones Wealth Management
New York
$907K
BTW
52
Boston Trust Walden
Massachusetts
$890K
SC
53
Schulhoff & Co
Ohio
$886K
Marshall Wace
54
Marshall Wace
United Kingdom
$799K +$601K +18,751 +181%
Raymond James Financial
55
Raymond James Financial
Florida
$794K +$173K +5,409 +23%
Invesco
56
Invesco
Georgia
$726K +$7.82K +244 +0.9%
EWA
57
EP Wealth Advisors
California
$703K -$12.3K -385 -1%
ACM
58
Advisors Capital Management
New Jersey
$685K
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$678K -$257 -8 -0%
Bessemer Group
60
Bessemer Group
New Jersey
$656K -$6.77M -211,058 -90%
SC
61
Stephens Consulting
Michigan
$645K
Neuberger Berman Group
62
Neuberger Berman Group
New York
$615K -$39.2K -1,224 -5%
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$571K -$386K -12,043 -37%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$569K +$375K +11,688 +130%
AB
65
Atlas Brown
Kentucky
$559K
Treasurer of the State of North Carolina
66
Treasurer of the State of North Carolina
North Carolina
$559K -$61.5K -1,917 -9%
DWP
67
Daymark Wealth Partners
Ohio
$549K
PI
68
PineBridge Investments
New York
$523K +$1.44K +45 +0.2%
HIP
69
HUB Investment Partners
Texas
$498K +$30.2K +942 +5%
PTC
70
Private Trust Company
Ohio
$494K
Franklin Resources
71
Franklin Resources
California
$484K +$423K +13,178 +297%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$479K -$86.3K -2,692 -13%
FBT
73
First Bankers Trust
Kentucky
$473K -$20.5K -640 -4%
PL
74
Parthenon LLC
Kentucky
$472K
BWP
75
Barlow Wealth Partners
Kentucky
$465K

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.