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Brown-Forman Class A

195 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, 73 increasing their positions, 58 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 58

0.54% less ownership

Funds ownership: 11.17%10.63% (-0.54%)

5% less funds holding

Funds holding: 206195 (-11)

22% less capital invested

Capital invested by funds: $632M → $494M (-$138M)

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
195
Holders Change
-11
Holders Change %
-5.34%
% of All Funds
2.57%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
73
Reduced
58
Closed
34
Calls
$291K
Puts
$1.67M
Net Calls
-$1.38M
Net Calls Change
-$2.23M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
Activest Wealth Management
Florida
$797 +$866 +27 +1,350%
Nisa Investment Advisors
177
Nisa Investment Advisors
Missouri
$773 +$898 +28 New
AF
178
Advisornet Financial
Minnesota
$687 +$385 +12 +92%
CA
179
Clearstead Advisors
Ohio
$660 +$417 +13 +118%
PWA
180
Principia Wealth Advisory
Texas
$659 +$481 +15 +167%
MCM
181
MV Capital Management
Maryland
$495 -$3.05K -95 -84%
TWD
182
True Wealth Design
Ohio
$413 -$2.92K -91 -86%
DPW
183
DiNuzzo Private Wealth
Pennsylvania
$358 +$385 +12 +1,200%
QWM
184
Quaker Wealth Management
New Jersey
$330 +$385 +12 New
Kayne Anderson Rudnick Investment Management
185
Kayne Anderson Rudnick Investment Management
California
$302 +$353 +11 New
BIA
186
Bell Investment Advisors
California
$220
FFO
187
Fortitude Family Office
Arizona
$220 +$257 +8 New
MCM
188
Manchester Capital Management
Vermont
$193 -$481 -15 -68%
TPWA
189
Twin Peaks Wealth Advisors
California
$183 +$192 +6 New
HIA
190
HFM Investment Advisors
New Jersey
$117 +$32 +1 +100%
BHWM
191
Bay Harbor Wealth Management
Maryland
$110 +$128 +4 New
SIC
192
SJS Investment Consulting
Ohio
$110 +$128 +4 New
LFG
193
Larson Financial Group
Missouri
$82 +$96 +3 New
PWM
194
Parkworth Wealth Management
California
$82 +$96 +3 New
CSS
195
Cubist Systematic Strategies
Connecticut
-$1.55M -46,206 Closed
MCC
196
Malaga Cove Capital
California
-$1.13M -33,774 Closed
SG Americas Securities
197
SG Americas Securities
New York
-$1.12M -33,430 Closed
SFO
198
Stokes Family Office
Louisiana
-$1.05M -31,300 Closed
Squarepoint
199
Squarepoint
New York
-$689K -20,598 Closed
HF
200
HRT Financial
New York
-$656K -19,611 Closed

BF.A Hedge Fund Activity: Q2 2025 in Review

195 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q2 2025, worth a combined $494M — down 22% from $632M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of BF.A and 24 opened new positions — a net loss of 10 holders — while 58 trimmed existing stakes and 73 added.

The largest buyer was Northern Trust, adding an estimated $3.64M. The largest seller was Baird Financial Group, cutting an estimated $32.6M.

  • 195 institutional investors held Brown-Forman Class A (BF.A) as of Q2 2025, down from 206 in Q1 2025.
  • Funds reported $494M of Brown-Forman Class A stock for Q2 2025, down 22% quarter-over-quarter.
  • 24 funds opened new Brown-Forman Class A positions in Q2 2025 and 34 closed out, a net change of -10 holders.
  • The largest Brown-Forman Class A buyer in Q2 2025 was Northern Trust, an estimated $3.64M added.
  • The largest Brown-Forman Class A seller in Q2 2025 was Baird Financial Group, an estimated $32.6M sold.

Based on aggregated 13F filings for Q2 2025.