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Brown-Forman Class A

203 hedge funds and large institutions have $475M invested in Brown-Forman Class A in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 79 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $316K | Put options by funds: $205K

25% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 24

0% more funds holding

Funds holding: 202203 (+1)

0.16% less ownership

Funds ownership: 10.85%10.69% (-0.16%)

4% less capital invested

Capital invested by funds: $494M → $475M (-$19.3M)

33% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 79

Holders
203
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
2.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
53
Reduced
79
Closed
24
Calls
$316K
Puts
$205K
Net Calls
+$111K
Net Calls Change
+$1.08M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
51
Schulhoff & Co
Ohio
$848K
US Bancorp
52
US Bancorp
Minnesota
$824K -$331K -11,855 -27%
Wells Fargo
53
Wells Fargo
California
$806K -$122K -4,370 -12%
BTW
54
Boston Trust Walden
Massachusetts
$800K
STA
55
Summit Trail Advisors
New York
$774K +$245K +8,792 +43%
Legal & General Group
56
Legal & General Group
United Kingdom
$773K -$5.46M -195,580 -87%
Charles Schwab
57
Charles Schwab
California
$723K -$518K -18,563 -40%
EWA
58
EP Wealth Advisors
California
$715K +$758K +27,159 New
Bessemer Group
59
Bessemer Group
New Jersey
$682K -$3.18K -114 -0.4%
Invesco
60
Invesco
Georgia
$675K -$3.54K -127 -0.5%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$661K -$23.2K -830 -3%
Franklin Resources
62
Franklin Resources
California
$650K +$151K +5,409 +28%
Neuberger Berman Group
63
Neuberger Berman Group
New York
$650K +$30.8K +1,104 +5%
TVM
64
True Vision MN
Minnesota
$629K +$336K +12,028 +103%
Raymond James Financial
65
Raymond James Financial
Florida
$627K -$543K -19,473 -45%
VF
66
Virtu Financial
New York
$594K -$317K -11,364 -33%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$539K
AB
68
Atlas Brown
Kentucky
$535K
DWP
69
Daymark Wealth Partners
Ohio
$526K
HIP
70
HUB Investment Partners
Texas
$492K +$522K +18,695 New
PI
71
PineBridge Investments
New York
$491K -$175K -6,259 -25%
Treasurer of the State of North Carolina
72
Treasurer of the State of North Carolina
North Carolina
$481K -$37.2K -1,334 -7%
PL
73
Parthenon LLC
Kentucky
$479K
PTC
74
Private Trust Company
Ohio
$474K
UBS Group
75
UBS Group
Switzerland
$473K -$1.17M -42,075 -70%

BF.A Hedge Fund Activity: Q4 2025 in Review

203 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q4 2025, worth a combined $475M — down 3.9% from $494M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new BF.A positions and 24 closed out — a net gain of 6 holders — while 53 added to existing stakes and 79 trimmed.

The largest buyer was Kessler Investment Group, adding an estimated $4.86M. The largest seller was Baird Financial Group, cutting an estimated $10.7M.

  • 203 institutional investors held Brown-Forman Class A (BF.A) as of Q4 2025, up from 202 in Q3 2025.
  • Funds reported $475M of Brown-Forman Class A stock for Q4 2025, down 3.9% quarter-over-quarter.
  • 30 funds opened new Brown-Forman Class A positions in Q4 2025 and 24 closed out, a net change of +6 holders.
  • The largest Brown-Forman Class A buyer in Q4 2025 was Kessler Investment Group, an estimated $4.86M added.
  • The largest Brown-Forman Class A seller in Q4 2025 was Baird Financial Group, an estimated $10.7M sold.

Based on aggregated 13F filings for Q4 2025.