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Brown-Forman Class A

202 hedge funds and large institutions have $494M invested in Brown-Forman Class A in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 66 increasing their positions, 57 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 28

16% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 57

4% more funds holding

Funds holding: 195202 (+7)

0.22% more ownership

Funds ownership: 10.63%10.85% (+0.22%)

0% less capital invested

Capital invested by funds: $494M → $494M (-$412K)

83% less call options, than puts

Call options by funds: $205K | Put options by funds: $1.18M

Holders
202
Holders Change
+7
Holders Change %
+3.59%
% of All Funds
2.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
66
Reduced
57
Closed
28
Calls
$205K
Puts
$1.18M
Net Calls
-$973K
Net Calls Change
+$406K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$90.5M +$2.36M +81,107 +2%
LT
2
Lindsell Train
United Kingdom
$73.8M +$273K +9,399 +0.3%
GRQ
3
Gardner Russo & Quinn
Pennsylvania
$46.2M -$3.17M -109,076 -6%
BlackRock
4
BlackRock
New York
$28.8M -$588K -20,228 -2%
GF
5
Gabelli Funds
New York
$24.2M
MG
6
Markel Group
Virginia
$22.7M
Geode Capital Management
7
Geode Capital Management
Massachusetts
$16.3M +$1.93M +66,241 +12%
Morgan Stanley
8
Morgan Stanley
New York
$14.9M -$606K -20,844 -4%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$14.4M +$10.9M +374,735 +235%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$14.3M -$2.96M -101,689 -16%
GT
11
Glenview Trust
Kentucky
$13.6M +$78K +2,685 +0.5%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$7.41M -$4.7M -161,776 -37%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$7.38M +$119K +4,096 +2%
Cerity Partners
14
Cerity Partners
New York
$6.69M -$50K -1,721 -0.7%
GI
15
GAMCO Investors
Connecticut
$6.51M +$42.1K +1,450 +0.6%
Legal & General Group
16
Legal & General Group
United Kingdom
$6.05M +$1.68M +57,745 +35%
Northern Trust
17
Northern Trust
Illinois
$5.89M -$1.03M -35,304 -14%
Jane Street
18
Jane Street
New York
$5.43M +$3.9M +134,339 +199%
KIG
19
Kessler Investment Group
Indiana
$4.14M +$4.48M +154,019 New
QCM
20
Quantinno Capital Management
New York
$3.39M +$2.61M +89,849 +250%
GWI
21
Grace & White Inc
New York
$3.25M -$43.6K -1,500 -1%
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$3.02M -$2.37M -81,425 -42%
State Street
23
State Street
Massachusetts
$2.97M -$932K -32,067 -23%
Citadel Advisors
24
Citadel Advisors
Florida
$2.56M +$2.5M +86,101 +947%
SYBT
25
Stock Yards Bank & Trust
Kentucky
$2.43M +$610 +21 +0%

BF.A Hedge Fund Activity: Q3 2025 in Review

202 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q3 2025, worth a combined $494M — down 0.08% from $494M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new BF.A positions and 28 closed out — a net gain of 9 holders — while 66 added to existing stakes and 57 trimmed.

The largest buyer was Baird Financial Group, adding an estimated $10.9M. The largest seller was Wealthfront Advisers, exiting entirely with an estimated $5.37M sold.

  • 202 institutional investors held Brown-Forman Class A (BF.A) as of Q3 2025, up from 195 in Q2 2025.
  • Funds reported $494M of Brown-Forman Class A stock for Q3 2025, down 0.08% quarter-over-quarter.
  • 37 funds opened new Brown-Forman Class A positions in Q3 2025 and 28 closed out, a net change of +9 holders.
  • The largest Brown-Forman Class A buyer in Q3 2025 was Baird Financial Group, an estimated $10.9M added.
  • The largest Brown-Forman Class A seller in Q3 2025 was Wealthfront Advisers, an estimated $5.37M sold.

Based on aggregated 13F filings for Q3 2025.