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Brown-Forman Class A

208 hedge funds and large institutions have $492M invested in Brown-Forman Class A in 2026 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 68 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,350% more call options, than puts

Call options by funds: $14.1M | Put options by funds: $975K

33% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 27

2% more funds holding

Funds holding: 203208 (+5)

5% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 65

4% more capital invested

Capital invested by funds: $475M → $492M (+$17.7M)

0.22% more ownership

Funds ownership: 10.69%10.91% (+0.22%)

Holders
208
Holders Change
+5
Holders Change %
+2.46%
% of All Funds
2.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
68
Reduced
65
Closed
27
Calls
$14.1M
Puts
$975K
Net Calls
+$13.2M
Net Calls Change
+$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GG
151
Gleason Group
Kentucky
$38.9K +$24.6K +905 +165%
SO
152
STRS Ohio
Ohio
$27.9K -$27 -1 -0.1%
ZBNA
153
Zions Bancorporation, National Association
Utah
$24.3K +$1.88K +69 +8%
HNB
154
Huntington National Bank
Ohio
$19.4K -$653 -24 -3%
MIM
155
MetLife Investment Management
New Jersey
$19.1K +$27 +1 +0.1%
SWM
156
SHP Wealth Management
Massachusetts
$19K
NS
157
NBC Securities
Alabama
$17.7K
JFA
158
JNBA Financial Advisors
Minnesota
$15.8K
Barclays
159
Barclays
United Kingdom
$15.6K -$13.4K -492 -46%
FP
160
Financial Perspectives
Minnesota
$13.4K
QC
161
Quent Capital
New York
$12.2K +$9.12K +335 +282%
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$10.7K -$844 -31 -7%
AssetMark Inc
163
AssetMark Inc
California
$10.3K -$2.53K -93 -19%
Rockefeller Capital Management
164
Rockefeller Capital Management
New York
$10.1K +$3.84K +141 +60%
TRCT
165
Tower Research Capital (TRC)
New York
$9.16K -$1.69K -62 -15%
CT
166
Caldwell Trust
Florida
$8.17K
SPIA
167
Steward Partners Investment Advisory
New York
$7.9K +$8.03K +295 New
HI
168
Harbour Investments
Wisconsin
$6.93K +$7.02K +258 New
RIL
169
Rothschild Investment LLC
Illinois
$6.67K -$6.83K -251 -50%
William Blair & Company
170
William Blair & Company
Illinois
$6K +$1.63K +60 +37%
PWPS
171
Pinnacle Wealth Planning Services
Ohio
$5.92K -$5.06K -186 -46%
AF
172
Allworth Financial
California
$5.25K -$54 -2 -1%
AF
173
Advisornet Financial
Minnesota
$5.09K +$4.65K +171 +900%
ECM
174
ExodusPoint Capital Management
New York
$5.06K +$5.14K +189 New
AAP
175
Arax Advisory Partners
Colorado
$5.04K -$24.2K -889 -83%

BF.A Hedge Fund Activity: Q1 2026 in Review

208 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q1 2026, worth a combined $492M — up 3.7% from $475M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new BF.A positions and 27 closed out — a net gain of 9 holders — while 68 added to existing stakes and 65 trimmed.

The largest buyer was BlackRock, adding an estimated $11.1M. The largest seller was Lindsell Train, cutting an estimated $4.29M.

  • 208 institutional investors held Brown-Forman Class A (BF.A) as of Q1 2026, up from 203 in Q4 2025.
  • Funds reported $492M of Brown-Forman Class A stock for Q1 2026, up 3.7% quarter-over-quarter.
  • 36 funds opened new Brown-Forman Class A positions in Q1 2026 and 27 closed out, a net change of +9 holders.
  • The largest Brown-Forman Class A buyer in Q1 2026 was BlackRock, an estimated $11.1M added.
  • The largest Brown-Forman Class A seller in Q1 2026 was Lindsell Train, an estimated $4.29M sold.

Based on aggregated 13F filings for Q1 2026.