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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$90.1M +$3.26M +101,573 +3%
LT
2
Lindsell Train
United Kingdom
$75.1M -$609K -18,986 -0.7%
GRQ
3
Gardner Russo & Quinn
Pennsylvania
$50.2M -$1.4M -43,774 -2%
BlackRock
4
BlackRock
New York
$30M -$356K -11,095 -1%
GF
5
Gabelli Funds
New York
$24.7M -$879K -27,400 -3%
MG
6
Markel Group
Virginia
$23.2M
Bank of New York Mellon
7
Bank of New York Mellon
New York
$17.4M +$2.64M +82,241 +15%
Morgan Stanley
8
Morgan Stanley
New York
$15.8M +$2.41M +75,226 +15%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$14.8M +$1.81M +56,379 +12%
GT
10
Glenview Trust
Kentucky
$13.9M
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$12M -$87.1K -2,716 -0.6%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$7.43M +$1.67M +51,981 +24%
Northern Trust
13
Northern Trust
Illinois
$6.99M +$3.64M +113,630 +81%
Cerity Partners
14
Cerity Partners
New York
$6.88M +$115K +3,585 +1%
GI
15
GAMCO Investors
Connecticut
$6.6M -$14.4K -450 -0.2%
Wealthfront Advisers
16
Wealthfront Advisers
California
$5.37M +$2.51M +78,169 +67%
RhumbLine Advisers
17
RhumbLine Advisers
Massachusetts
$5.32M +$3.34M +104,114 +116%
Legal & General Group
18
Legal & General Group
United Kingdom
$4.59M +$866K +27,011 +19%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$4.38M -$32.6M -1,018,150 -86%
State Street
20
State Street
Massachusetts
$3.91M +$791K +24,654 +21%
GWI
21
Grace & White Inc
New York
$3.36M
State of Wisconsin Investment Board
22
State of Wisconsin Investment Board
Wisconsin
$2.98M -$5.17M -161,204 -60%
SYBT
23
Stock Yards Bank & Trust
Kentucky
$2.48M -$20.5K -639 -0.7%
AQR Capital Management
24
AQR Capital Management
Connecticut
$2.47M +$2.08M +65,010 +262%
HIC
25
Harvey Investment Company
Kentucky
$2.35M

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.