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

Brown-Forman Class A

202 hedge funds and large institutions have $494M invested in Brown-Forman Class A in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 66 increasing their positions, 57 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 28

16% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 57

4% more funds holding

Funds holding: 195202 (+7)

0.22% more ownership

Funds ownership: 10.63%10.85% (+0.22%)

0% less capital invested

Capital invested by funds: $494M → $494M (-$412K)

83% less call options, than puts

Call options by funds: $205K | Put options by funds: $1.18M

Holders
202
Holders Change
+7
Holders Change %
+3.59%
% of All Funds
2.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
66
Reduced
57
Closed
28
Calls
$205K
Puts
$1.18M
Net Calls
-$973K
Net Calls Change
+$406K
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$260K +$66K +2,271 +31%
MAS
102
Meeder Advisory Services
Ohio
$236K -$49.7K -1,711 -16%
Wealth Enhancement Advisory Services
103
Wealth Enhancement Advisory Services
Minnesota
$225K +$17.3K +594 +8%
JWCA
104
J.W. Cole Advisors
Florida
$224K -$494 -17 -0.2%
BBHC
105
Brown Brothers Harriman & Co
New York
$216K
CI Investments Inc
106
CI Investments Inc
Ontario, Canada
$213K -$7.5K -258 -3%
SSA
107
Schonfeld Strategic Advisors
New York
$200K +$216K +7,445 New
PFSRSONJ
108
Police & Firemen's Retirement System of New Jersey
New Jersey
$199K
ASN
109
Advisory Services Network
Georgia
$189K +$58 +2 +0%
GI
110
GAMMA Investing
California
$173K +$49K +1,686 +36%
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$167K -$67.8K -2,333 -27%
Osaic Holdings
112
Osaic Holdings
Arizona
$155K -$5.81K -200 -3%
Russell Investments Group
113
Russell Investments Group
United Kingdom
$149K +$62.5K +2,151 +63%
O
114
Ossiam
France
$148K +$91.1K +3,134 +132%
Citigroup
115
Citigroup
New York
$139K +$36.6K +1,258 +32%
C
116
Covestor
United Kingdom
$126K +$38.5K +1,325 +39%
CW
117
Curio Wealth
Maryland
$124K +$117K +4,026 +746%
CA
118
Crewe Advisors
Utah
$123K +$133K +4,577 New
IBOK
119
Independence Bank of Kentucky
Kentucky
$123K +$32.1K +1,104 +32%
GIM
120
Glenmede Investment Management
Pennsylvania
$115K -$3.2K -110 -3%
BCFD
121
Boit C.F. David
$112K
MCM
122
MAI Capital Management
Ohio
$90.7K -$1.25K -43 -1%
MA
123
MCF Advisors
Kentucky
$87.2K
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$84.1K +$233 +8 +0.3%
Nisa Investment Advisors
125
Nisa Investment Advisors
Missouri
$82.5K +$88.3K +3,037 +10,846%

BF.A Hedge Fund Activity: Q3 2025 in Review

202 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q3 2025, worth a combined $494M — down 0.08% from $494M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new BF.A positions and 28 closed out — a net gain of 9 holders — while 66 added to existing stakes and 57 trimmed.

The largest buyer was Baird Financial Group, adding an estimated $10.9M. The largest seller was Wealthfront Advisers, exiting entirely with an estimated $5.37M sold.

  • 202 institutional investors held Brown-Forman Class A (BF.A) as of Q3 2025, up from 195 in Q2 2025.
  • Funds reported $494M of Brown-Forman Class A stock for Q3 2025, down 0.08% quarter-over-quarter.
  • 37 funds opened new Brown-Forman Class A positions in Q3 2025 and 28 closed out, a net change of +9 holders.
  • The largest Brown-Forman Class A buyer in Q3 2025 was Baird Financial Group, an estimated $10.9M added.
  • The largest Brown-Forman Class A seller in Q3 2025 was Wealthfront Advisers, an estimated $5.37M sold.

Based on aggregated 13F filings for Q3 2025.