We are live on ! Find out more
BF.A icon

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$106M +$4.98M +148,437 +5%
LT
2
Lindsell Train
United Kingdom
$92.1M -$1.47M -43,800 -2%
GRQ
3
Gardner Russo & Quinn
Pennsylvania
$62.6M -$4.83M -143,998 -7%
Baird Financial Group
4
Baird Financial Group
Wisconsin
$39.4M +$34.1M +1,017,114 +633%
BlackRock
5
BlackRock
New York
$36.9M +$377K +11,219 +1%
GF
6
Gabelli Funds
New York
$31.1M -$43.6K -1,300 -0.1%
MG
7
Markel Group
Virginia
$28.2M
Bank of New York Mellon
8
Bank of New York Mellon
New York
$18.4M +$2.99M +89,137 +19%
GT
9
Glenview Trust
Kentucky
$16.9M +$13.5K +403 +0.1%
Morgan Stanley
10
Morgan Stanley
New York
$16.7M +$4.38M +130,497 +35%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$16.2M +$864K +25,755 +6%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$14.7M -$84.6K -2,520 -0.6%
State of Wisconsin Investment Board
13
State of Wisconsin Investment Board
Wisconsin
$9.02M +$4.48M +133,400 +98%
Cerity Partners
14
Cerity Partners
New York
$8.26M +$1.09M +32,603 +15%
GI
15
GAMCO Investors
Connecticut
$8.06M +$6.71K +200 +0.1%
Bessemer Group
16
Bessemer Group
New Jersey
$7.86M -$48.7K -1,450 -0.6%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$7.31M +$87.7K +2,614 +1%
Northern Trust
18
Northern Trust
Illinois
$4.71M +$22.4K +668 +0.5%
Legal & General Group
19
Legal & General Group
United Kingdom
$4.69M +$1.15M +34,295 +32%
GWI
20
Grace & White Inc
New York
$4.09M +$436K +13,000 +12%
State Street
21
State Street
Massachusetts
$3.94M -$63.8K -1,901 -2%
Wealthfront Advisers
22
Wealthfront Advisers
California
$3.92M +$645K +19,229 +20%
PAG
23
Poinciana Advisors Group
Florida
$3.67M -$1.59M -47,239 -30%
SYBT
24
Stock Yards Bank & Trust
Kentucky
$3.04M -$25.5K -759 -0.8%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$3M +$116K +3,449 +4%

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.