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Brown-Forman Class 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: 204206 (+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: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$582K +$18K +536 +3%
HIP
77
HUB Investment Partners
Texas
$576K
PL
78
Parthenon LLC
Kentucky
$576K
Qube Research & Technologies (QRT)
79
Qube Research & Technologies (QRT)
United Kingdom
$560K +$562K +16,731 New
BWP
80
Barlow Wealth Partners
Kentucky
$537K -$3.09K -92 -0.6%
HCM
81
Howland Capital Management
Massachusetts
$505K
DWA
82
Douglass Winthrop Advisors
New York
$502K -$35.2K -1,050 -7%
Ohio Public Employees Retirement System (OPERS)
83
Ohio Public Employees Retirement System (OPERS)
Ohio
$502K -$58.2K -1,733 -10%
BCWM
84
Bartlett & Co Wealth Management
Ohio
$490K +$207K +6,156 +73%
UBS Group
85
UBS Group
Switzerland
$487K +$162K +4,839 +50%
JFL
86
Jarislowsky, Fraser Ltd
Quebec, Canada
$485K -$401K -11,938 -45%
KGC
87
Kennon-Green & Company
Ohio
$460K -$424K -12,637 -48%
PMFA
88
Plante Moran Financial Advisors
Michigan
$449K
LPL Financial
89
LPL Financial
California
$429K +$2.52K +75 +0.6%
FC
90
Farringdon Capital
United Kingdom
$429K +$430K +12,808 New
CI
91
Cherokee Insurance
Michigan
$402K +$403K +12,000 New
Victory Capital Management
92
Victory Capital Management
Texas
$397K +$21.9K +654 +6%
AllianceBernstein
93
AllianceBernstein
Tennessee
$371K -$165K -4,922 -31%
HSBC Holdings
94
HSBC Holdings
United Kingdom
$360K -$29.2K -871 -7%
XT
95
XTX Topco
Cayman Islands
$353K +$354K +10,554 New
Marshall Wace
96
Marshall Wace
United Kingdom
$346K -$274K -8,173 -44%
AA
97
ALPS Advisors
Colorado
$341K +$342K +10,200 New
KAS
98
KPP Advisory Services
Kentucky
$334K -$195K -5,800 -37%
SCA
99
Sippican Capital Advisors
Massachusetts
$330K -$25.6K -763 -7%
Wealth Enhancement Advisory Services
100
Wealth Enhancement Advisory Services
Minnesota
$323K +$324K +9,659 New

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.