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Brown-Forman Class A

203 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, 79 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $316K | Put options by funds: $205K

25% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 24

0% more funds holding

Funds holding: 202203 (+1)

0.16% less ownership

Funds ownership: 10.85%10.69% (-0.16%)

4% less capital invested

Capital invested by funds: $494M → $475M (-$19.3M)

33% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 79

Holders
203
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
2.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
53
Reduced
79
Closed
24
Calls
$316K
Puts
$205K
Net Calls
+$111K
Net Calls Change
+$1.08M
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 -$69.3K -2,484 -81%
JFA
153
JNBA Financial Advisors
Minnesota
$15.5K
GG
154
Gleason Group
Kentucky
$14.4K -$865 -31 -5%
FP
155
Financial Perspectives
Minnesota
$13.2K
RIL
156
Rothschild Investment LLC
Illinois
$13.2K +$10.8K +386 +339%
AssetMark Inc
157
AssetMark Inc
California
$12.6K +$4.61K +165 +53%
KFAS
158
Keating Financial Advisory Services
Kansas
$12.1K +$12.8K +460 New
Northwestern Mutual Wealth Management
159
Northwestern Mutual Wealth Management
Wisconsin
$11.3K +$865 +31 +8%
PWPS
160
Pinnacle Wealth Planning Services
Ohio
$10.7K +$11.4K +407 New
TRCT
161
Tower Research Capital (TRC)
New York
$10.6K +$2.88K +103 +34%
CT
162
Caldwell Trust
Florida
$8.03K
MPWT
163
MassMutual Private Wealth & Trust
Connecticut
$6.92K -$921 -33 -11%
Jones Financial Companies
164
Jones Financial Companies
Missouri
$6.42K +$28 +1 +0.4%
PA
165
Parallel Advisors
California
$6.26K +$6.28K +225 +1,731%
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
$6.21K -$17.3K -620 -72%
AF
167
Allworth Financial
California
$5.21K +$586 +21 +12%
Los Angeles Capital Management
168
Los Angeles Capital Management
California
$5.03K +$5.28K +189 New
IA
169
IFP Advisors
Florida
$4.45K +$2.62K +94 +125%
ECSS
170
Eurizon Capital SGR SpA
$4.32K +$4.58K +164 New
William Blair & Company
171
William Blair & Company
Illinois
$4.32K +$4.58K +164 New
QL
172
Quarry LP
New York
$4.13K +$4.3K +154 +5,133%
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$3.92K
CT
174
Clearstead Trust
Maine
$3.89K +$1.93K +69 +87%
SL
175
Salomon & Ludwin
Virginia
$3.38K

BF.A Hedge Fund Activity: Q4 2025 in Review

203 of the 8,224 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q4 2025, worth a combined $475M — down 3.9% from $494M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new BF.A positions and 24 closed out — a net gain of 6 holders — while 53 added to existing stakes and 79 trimmed.

The largest buyer was Kessler Investment Group, adding an estimated $4.86M. The largest seller was Baird Financial Group, cutting an estimated $10.7M.

  • 203 institutional investors held Brown-Forman Class A (BF.A) as of Q4 2025, up from 202 in Q3 2025.
  • Funds reported $475M of Brown-Forman Class A stock for Q4 2025, down 3.9% quarter-over-quarter.
  • 30 funds opened new Brown-Forman Class A positions in Q4 2025 and 24 closed out, a net change of +6 holders.
  • The largest Brown-Forman Class A buyer in Q4 2025 was Kessler Investment Group, an estimated $4.86M added.
  • The largest Brown-Forman Class A seller in Q4 2025 was Baird Financial Group, an estimated $10.7M sold.

Based on aggregated 13F filings for Q4 2025.