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Brown-Forman Class A

194 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, 72 increasing their positions, 59 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

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
194
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
$291K
Puts
$1.67M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
176
Nisa Investment Advisors
Missouri
$773
AF
177
Advisornet Financial
Minnesota
$687
CA
178
Clearstead Advisors
Ohio
$660
PWA
179
Principia Wealth Advisory
Texas
$659
MCM
180
MV Capital Management
Maryland
$495
TWD
181
True Wealth Design
Ohio
$413
DPW
182
DiNuzzo Private Wealth
Pennsylvania
$358
QWM
183
Quaker Wealth Management
New Jersey
$330
Kayne Anderson Rudnick Investment Management
184
Kayne Anderson Rudnick Investment Management
California
$302
BIA
185
Bell Investment Advisors
California
$220
FFO
186
Fortitude Family Office
Arizona
$220
MCM
187
Manchester Capital Management
Vermont
$193
TPWA
188
Twin Peaks Wealth Advisors
California
$183
HIA
189
HFM Investment Advisors
New Jersey
$117
BHWM
190
Bay Harbor Wealth Management
Maryland
$110
SIC
191
SJS Investment Consulting
Ohio
$110
LFG
192
Larson Financial Group
Missouri
$82
PWM
193
Parkworth Wealth Management
California
$82
CSS
194
Cubist Systematic Strategies
Connecticut
MCC
195
Malaga Cove Capital
California
SG Americas Securities
196
SG Americas Securities
New York
SFO
197
Stokes Family Office
Louisiana
Squarepoint
198
Squarepoint
New York
HF
199
HRT Financial
New York
TI
200
Trexquant Investment
Connecticut