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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
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$229K +$49.4K +1,541 +23%
CI Investments Inc
102
CI Investments Inc
Ontario, Canada
$225K +$1.44K +45 +0.6%
BBHC
103
Brown Brothers Harriman & Co
New York
$221K
Wealth Enhancement Advisory Services
104
Wealth Enhancement Advisory Services
Minnesota
$219K -$67.1K -2,092 -22%
RWP
105
RWA Wealth Partners
Massachusetts
$207K
PFSRSONJ
106
Police & Firemen's Retirement System of New Jersey
New Jersey
$203K +$1.67K +52 +0.7%
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$203K +$236K +7,375 New
ASN
108
Advisory Services Network
Georgia
$201K +$866 +27 +0.4%
Osaic Holdings
109
Osaic Holdings
Arizona
$169K +$22.5K +701 +14%
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$160K +$641 +20 +0.3%
GI
111
GAMMA Investing
California
$130K +$28.2K +880 +23%
GIM
112
Glenmede Investment Management
Pennsylvania
$120K +$140K +4,369 New
BCFD
113
Boit C.F. David
$114K
Citigroup
114
Citigroup
New York
$107K +$33.3K +1,040 +36%
Deutsche Bank
115
Deutsche Bank
Germany
$98.3K +$43.5K +1,356 +61%
IBOK
116
Independence Bank of Kentucky
Kentucky
$94.9K
MCM
117
MAI Capital Management
Ohio
$93.8K +$1.64K +51 +2%
Russell Investments Group
118
Russell Investments Group
United Kingdom
$93.5K +$9.3K +290 +9%
C
119
Covestor
United Kingdom
$93K +$64 +2 +0.1%
EWA
120
EverSource Wealth Advisors
Alabama
$92.4K +$30.8K +960 +40%
SCM
121
Sterling Capital Management
North Carolina
$90.7K +$18.6K +580 +21%
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 +$38.1K +1,188 +62%
FFA
125
Farther Finance Advisors
California
$78K -$962 -30 -1%

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.