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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
HighTower Advisors
76
HighTower Advisors
Illinois
$462K -$17.9K -558 -3%
DWA
77
Douglass Winthrop Advisors
New York
$412K
BCWM
78
Bartlett & Co Wealth Management
Ohio
$405K +$2.37K +74 +0.5%
IC
79
IEQ Capital
California
$391K +$456K +14,234 New
Ohio Public Employees Retirement System (OPERS)
80
Ohio Public Employees Retirement System (OPERS)
Ohio
$372K -$46.6K -1,454 -10%
JFL
81
Jarislowsky, Fraser Ltd
Quebec, Canada
$363K -$41.7K -1,300 -9%
CI
82
Cherokee Insurance
Michigan
$330K
Fidelity Investments
83
Fidelity Investments
Massachusetts
$323K -$379K -11,817 -50%
Victory Capital Management
84
Victory Capital Management
Texas
$322K -$4.49K -140 -1%
FWTB
85
First Western Trust Bank
Colorado
$306K +$357K +11,124 New
LPL Financial
86
LPL Financial
California
$298K -$62.8K -1,960 -15%
MAS
87
Meeder Advisory Services
Ohio
$288K +$48.5K +1,513 +17%
EF
88
Empowered Funds
Pennsylvania
$285K +$333K +10,383 New
AA
89
ALPS Advisors
Colorado
$284K +$4.01K +125 +1%
American Century Companies
90
American Century Companies
Missouri
$278K +$57.3K +1,787 +21%
KAS
91
KPP Advisory Services
Kentucky
$274K
SCA
92
Sippican Capital Advisors
Massachusetts
$271K +$128 +4 +0%
AC
93
Apella Capital
Connecticut
$269K +$307K +9,559 New
JP Morgan Chase
94
JP Morgan Chase
New York
$268K +$26.7K +833 +9%
Arrowstreet Capital
95
Arrowstreet Capital
Massachusetts
$268K +$129K +4,033 +71%
AllianceBernstein
96
AllianceBernstein
Tennessee
$255K -$57.7K -1,799 -16%
Citadel Advisors
97
Citadel Advisors
Florida
$250K +$289K +9,004 +10,593%
KGC
98
Kennon-Green & Company
Ohio
$247K -$161K -5,011 -36%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$235K +$105K +3,285 +62%
JWCA
100
J.W. Cole Advisors
Florida
$229K +$1.44K +45 +0.5%

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.