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Brown-Forman Class A

206 hedge funds and large institutions have $632M invested in Brown-Forman Class A in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 69 increasing their positions, 62 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $1.34M | Put options by funds: $486K

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

11% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 62

1% more funds holding

Funds holding: 204206 (+2)

0.64% more ownership

Funds ownership: 10.52%11.17% (+0.64%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less capital invested

Capital invested by funds: $671M → $632M (-$38.5M)

Holders
206
Holders Change
+2
Holders Change %
+0.98%
% of All Funds
2.76%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
29
Increased
69
Reduced
62
Closed
24
Calls
$1.34M
Puts
$486K
Net Calls
+$852K
Net Calls Change
+$629K
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
201
Bell Investment Advisors
California
$268
GFPC
202
Global Financial Private Client
Florida
$100 +$34 +1 +50%
AWM
203
Activest Wealth Management
Florida
$67 +$67 +2 New
HIA
204
HFM Investment Advisors
New Jersey
$59 +$34 +1 New
DPW
205
DiNuzzo Private Wealth
Pennsylvania
$34 -$34 -1 -50%
SCM
206
Sone Capital Management
New York
-$1.27M -33,611 Closed
Millennium Management
207
Millennium Management
New York
-$1.2M -31,940 Closed
CFM
208
Catalyst Funds Management
Australia
-$852K -22,599 Closed
Principal Financial Group
209
Principal Financial Group
Iowa
-$382K -10,124 Closed
Verition Fund Management
210
Verition Fund Management
Connecticut
-$257K -6,818 Closed
UBS AM
211
UBS AM
Illinois
-$251K -6,669 Closed
RG
212
Rathbones Group
United Kingdom
-$226K -6,000 Closed
COPPSERS
213
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$216K -5,723 Closed
CM
214
Crestline Management
Texas
-$211K -5,600 Closed
PC
215
Permit Capital
Pennsylvania
-$109K -2,880 Closed
PHK
216
Point72 Hong Kong
Hong Kong
-$37.5K -996 Closed
RTC
217
Riverview Trust Company
Washington
-$24.3K -645 Closed
CW
218
Curio Wealth
Maryland
-$20.4K -540 Closed
RS
219
R Squared
Hong Kong
-$17.3K -460 Closed
CAL
220
Capital Advisors Ltd
Ohio
-$14K -374 Closed
SAM
221
Smartleaf Asset Management
Massachusetts
-$6.54K -174 Closed
AWM
222
Avior Wealth Management
Nebraska
-$4.49K -119 Closed
CWC
223
Carolinas Wealth Consulting
North Carolina
-$948 -25 Closed
BGAI
224
Bruce G. Allen Investments
Colorado
-$490 -13 Closed
CFGS
225
Concourse Financial Group Securities
Alabama
-$361 -11 Closed

BF.A Hedge Fund Activity: Q1 2025 in Review

206 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q1 2025, worth a combined $632M — down 5.7% from $671M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BF.A positions and 24 closed out — a net gain of 5 holders — while 69 added to existing stakes and 62 trimmed.

The largest buyer was Baird Financial Group, adding an estimated $34.1M. The largest seller was New York State Common Retirement Fund, cutting an estimated $9.9M.

  • 206 institutional investors held Brown-Forman Class A (BF.A) as of Q1 2025, up from 204 in Q4 2024.
  • Funds reported $632M of Brown-Forman Class A stock for Q1 2025, down 5.7% quarter-over-quarter.
  • 29 funds opened new Brown-Forman Class A positions in Q1 2025 and 24 closed out, a net change of +5 holders.
  • The largest Brown-Forman Class A buyer in Q1 2025 was Baird Financial Group, an estimated $34.1M added.
  • The largest Brown-Forman Class A seller in Q1 2025 was New York State Common Retirement Fund, an estimated $9.9M sold.

Based on aggregated 13F filings for Q1 2025.