We are live on ! Find out more
BF.A icon

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
AIS
101
American Investment Services
Massachusetts
$320K -$543K -16,177 -63%
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
$302K -$123K -3,675 -29%
MAS
103
Meeder Advisory Services
Ohio
$301K +$301K +8,979 New
JP Morgan Chase
104
JP Morgan Chase
New York
$298K +$77.5K +2,310 +35%
American Century Companies
105
American Century Companies
Missouri
$279K +$12.6K +375 +5%
JWCA
106
J.W. Cole Advisors
Florida
$278K +$279K +8,308 New
AA
107
ABC Arbitrage
France
$275K +$276K +8,211 New
CI Investments Inc
108
CI Investments Inc
Ontario, Canada
$272K +$32.9K +979 +14%
BBHC
109
Brown Brothers Harriman & Co
New York
$269K
RWP
110
RWA Wealth Partners
Massachusetts
$252K -$18.6K -555 -7%
PFSRSONJ
111
Police & Firemen's Retirement System of New Jersey
New Jersey
$245K
ASN
112
Advisory Services Network
Georgia
$234K -$23.3K -694 -9%
O
113
Ossiam
France
$233K -$21.8K -650 -9%
Lido Advisors
114
Lido Advisors
California
$229K -$1.11K -33 -0.5%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$228K -$46.6K -1,389 -17%
AIM
116
Aigen Investment Management
New York
$211K +$211K +6,296 New
Creative Planning
117
Creative Planning
Kansas
$209K -$9.5K -283 -4%
VOYA Investment Management
118
VOYA Investment Management
Georgia
$204K +$5.77K +172 +3%
LJAC
119
L.J. Altfest & Co
New York
$201K
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$194K +$134 +4 +0.1%
Amundi
121
Amundi
France
$194K +$83.1K +2,476 +71%
Arrowstreet Capital
122
Arrowstreet Capital
Massachusetts
$191K +$192K +5,707 New
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$176K +$66.3K +1,976 +60%
Osaic Holdings
124
Osaic Holdings
Arizona
$174K +$53.8K +1,602 +45%
Franklin Resources
125
Franklin Resources
California
$148K +$6.31K +188 +4%

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.