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Brown-Forman Class A

194 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, 72 increasing their positions, 59 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

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
194
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$291K
Puts
$1.67M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$229K
CI Investments Inc
102
CI Investments Inc
Ontario, Canada
$225K
BBHC
103
Brown Brothers Harriman & Co
New York
$221K
Wealth Enhancement Advisory Services
104
Wealth Enhancement Advisory Services
Minnesota
$219K
RWP
105
RWA Wealth Partners
Massachusetts
$207K
PFSRSONJ
106
Police & Firemen's Retirement System of New Jersey
New Jersey
$203K
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$203K
ASN
108
Advisory Services Network
Georgia
$201K
Osaic Holdings
109
Osaic Holdings
Arizona
$171K
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$160K
GI
111
GAMMA Investing
California
$130K
GIM
112
Glenmede Investment Management
Pennsylvania
$120K
BCFD
113
Boit C.F. David
$114K
Citigroup
114
Citigroup
New York
$107K
Deutsche Bank
115
Deutsche Bank
Germany
$98.3K
IBOK
116
Independence Bank of Kentucky
Kentucky
$94.9K
MCM
117
MAI Capital Management
Ohio
$93.8K
Russell Investments Group
118
Russell Investments Group
United Kingdom
$93.5K
C
119
Covestor
United Kingdom
$93K
EWA
120
EverSource Wealth Advisors
Alabama
$92.4K
SCM
121
Sterling Capital Management
North Carolina
$90.7K
MA
122
MCF Advisors
Kentucky
$89K
DekaBank Deutsche Girozentrale
123
DekaBank Deutsche Girozentrale
Germany
$86K
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$85.6K
FFA
125
Farther Finance Advisors
California
$78K