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Brown-Forman Class A
BF.A

209 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, 69 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: 204 → 209 (+5)

6% more repeat investments, than reductions

Existing positions increased: 69 | 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
209
Holders Change
+5
Holders Change %
+2.45%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
69
Reduced
65
Closed
27
Calls
$14.1M
Puts
$975K
Net Calls
+$13.2M
Net Calls Change
+$13.1M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$11.1M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$4.45M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$3.52M
4
BCM
Bronte Capital Management
Australia
+$2.73M
5
Swiss National Bank
Swiss National Bank
Switzerland
+$2.72M

Top Sellers

Rank Fund Capital Flow
1
LT
Lindsell Train
United Kingdom
-$4.29M
2
Morgan Stanley
Morgan Stanley
New York
-$4.15M
3
Jane Street
Jane Street
New York
-$2.72M
4
Millennium Management
Millennium Management
New York
-$2.71M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$2.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
SS
201
Sunbelt Securities
Texas
$188 +$54 +2 +40%
SIC
202
SJS Investment Consulting
Ohio
$134 +$136 +5 New
RWM
203
Rialto Wealth Management
New York
$108 +$109 +4 New
NB
204
NBT Bank
New York
$107 +$109 +4 New
VWM
205
Vermillion Wealth Management
Minnesota
$107 +$109 +4 New
HIA
206
HFM Investment Advisors
New Jersey
$80 +$27 +1 +50%
AWM
207
Activest Wealth Management
Florida
$54 +$54 +2 New
WPA
208
Wealth Preservation Advisors
Tennessee
$54 +$54 +2 New
CW
209
Curio Wealth
Maryland
$27 +$27 +1 New
Norges Bank
210
Norges Bank
Norway
– -$7.6M -288,879 Closed
Millennium Management
211
Millennium Management
New York
– -$2.71M -102,990 Closed
Citadel Advisors
212
Citadel Advisors
Florida
– -$1.86M -68,314 Closed
SCM
213
Sone Capital Management
New York
– -$1.68M -63,991 Closed
PAG
214
Poinciana Advisors Group
Florida
– -$1.38M -52,325 Closed
First Trust Advisors
215
First Trust Advisors
Illinois
– -$392K -14,907 Closed
SFG
216
Sather Financial Group
Texas
– -$352K -13,364 Closed
AFC
217
Alpine Fox Capital
Nevada
– -$342K -13,000 Closed
TSS
218
Two Sigma Securities
New York
– -$340K -12,916 Closed
JWCA
219
J.W. Cole Advisors
Florida
– -$226K -8,674 Closed
Wealth Enhancement Advisory Services
220
Wealth Enhancement Advisory Services
Minnesota
– -$217K -8,259 Closed
MAS
221
Meeder Advisory Services
Ohio
– -$206K -7,829 Closed
Arrowstreet Capital
222
Arrowstreet Capital
Massachusetts
– -$103K -3,931 Closed
DekaBank Deutsche Girozentrale
223
DekaBank Deutsche Girozentrale
Germany
– -$169K -3,087 Closed
AA
224
Ancora Advisors
Ohio
– -$70K -2,659 Closed
AB
225
Amalgamated Bank
New York
– -$56K -2,143 Closed
6 7 8
9
10

BF.A Hedge Fund Activity: Q1 2026 in Review

209 of the 8,132 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 69 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.

  • 209 institutional investors held Brown-Forman Class A (BF.A) as of Q1 2026, up from 204 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.