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Brown-Forman Class A

202 hedge funds and large institutions have $475M invested in Brown-Forman Class A in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 78 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $494M → $475M (-$19.2M)

32% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 78

Holders
202
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
$316K
Puts
$205K
Net Calls
Net Calls Change

Top Buyers

1 +$4.86M
2 +$2.55M
3 +$1.79M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.7M
5
MIC
Maxi Investments CY
Cyprus
+$1.7M

Top Sellers

1 -$10.7M
2 -$5.46M
3 -$2.69M
4
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
-$1.78M
5
Jane Street
Jane Street
New York
-$1.77M
Name Holding Trade Value Shares
Change
Change in
Stake
NS
151
NBC Securities
Alabama
$17.4K
Nisa Investment Advisors
152
Nisa Investment Advisors
Missouri
$16.1K
JFA
153
JNBA Financial Advisors
Minnesota
$15.5K
GG
154
Gleason Group
Kentucky
$14.4K
FP
155
Financial Perspectives
Minnesota
$13.2K
RIL
156
Rothschild Investment LLC
Illinois
$13.2K
AssetMark Inc
157
AssetMark Inc
California
$12.6K
KFAS
158
Keating Financial Advisory Services
Kansas
$12.1K
Northwestern Mutual Wealth Management
159
Northwestern Mutual Wealth Management
Wisconsin
$11.3K
PWPS
160
Pinnacle Wealth Planning Services
Ohio
$10.7K
TRCT
161
Tower Research Capital (TRC)
New York
$10.6K
CT
162
Caldwell Trust
Florida
$8.03K
MPWT
163
MassMutual Private Wealth & Trust
Connecticut
$6.92K
Jones Financial Companies
164
Jones Financial Companies
Missouri
$6.42K
PA
165
Parallel Advisors
California
$6.26K
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
$6.21K
AF
167
Allworth Financial
California
$5.21K
Los Angeles Capital Management
168
Los Angeles Capital Management
California
$5.03K
IA
169
IFP Advisors
Florida
$4.45K
William Blair & Company
170
William Blair & Company
Illinois
$4.32K
ECSS
171
Eurizon Capital SGR SpA
$4.32K
QL
172
Quarry LP
New York
$4.13K
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$3.92K
CT
174
Clearstead Trust
Maine
$3.89K
SL
175
Salomon & Ludwin
Virginia
$3.38K