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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
CT
176
Clearstead Trust
Maine
$4.72K +$762 +28 +19%
MPWT
177
MassMutual Private Wealth & Trust
Connecticut
$4.61K -$2.48K -91 -35%
ECSS
178
Eurizon Capital SGR SpA
$4.39K
RFP
179
Root Financial Partners
California
$3.83K +$3.35K +123 +615%
IA
180
IFP Advisors
Florida
$3.72K -$816 -30 -18%
GSWM
181
Golden State Wealth Management
California
$3.21K
PWMG
182
Private Wealth Management Group
New Jersey
$3.21K +$2.12K +78 +186%
CI
183
CX Institutional
Indiana
$3K +$2.56K +94 New
PFBT
184
Parkside Financial Bank & Trust
Missouri
$2.3K -$218 -8 -9%
EP
185
Essential Partners
California
$1.55K -$82 -3 -5%
WETS
186
Wealth Enhancement Trust Services
South Dakota
$1.23K
CFO
187
CVA Family Office
Colorado
$1.1K +$1.12K +41 New
IAAG
188
Innovative Asset Advisors Group
Connecticut
$1.02K +$1.03K +38 New
FIA
189
FNY Investment Advisers
New York
$1K
HFS
190
Hantz Financial Services
Michigan
$1K
TFA
191
Transamerica Financial Advisors
Florida
$803 +$408 +15 +100%
FFO
192
Fortitude Family Office
Arizona
$697 +$544 +20 +333%
MCM
193
Manchester Capital Management
Vermont
$563 -$1.09K -40 -66%
KFAS
194
Keating Financial Advisory Services
Kansas
$536 -$12K -440 -96%
BHWM
195
Bay Harbor Wealth Management
Maryland
$377 +$218 +8 +133%
CPG
196
Cornerstone Planning Group
New Jersey
$376 +$381 +14 New
DPW
197
DiNuzzo Private Wealth
Pennsylvania
$322 +$299 +11 +1,100%
UB
198
UMB Bank
Missouri
$321 -$735 -27 -69%
PA
199
Parallel Advisors
California
$295 -$6.18K -227 -95%
SS
200
Sunbelt Securities
Texas
$188 +$54 +2 +40%

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.