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Brown-Forman Class B

625 hedge funds and large institutions have $6.42B invested in Brown-Forman Class B in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 202 increasing their positions, 246 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

1% more funds holding

Funds holding: 619625 (+6)

18% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 246

19% less call options, than puts

Call options by funds: $29.7M | Put options by funds: $36.5M

Holders
625
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29.7M
Puts
$36.5M
Net Calls
Net Calls Change

Top Buyers

1 +$157M
2 +$81.6M
3 +$62.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$27.7M
5
UBS Group
UBS Group
Switzerland
+$26.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
226
Fifth Third Bancorp
Ohio
$913K
LAM
227
LECAP Asset Management
United Kingdom
$913K
RP
228
Rowlandmiller & Partners
Georgia
$910K
PWA
229
Pitcairn Wealth Advisors
Pennsylvania
$892K
Marshall Wace
230
Marshall Wace
United Kingdom
$878K
VOYA Investment Management
231
VOYA Investment Management
Georgia
$853K
HC
232
Hendley & Co
Ohio
$849K
MC
233
Machina Capital
France
$849K
MFGM
234
Marshall Financial Group (Maryland)
Maryland
$846K
Mackenzie Financial
235
Mackenzie Financial
Ontario, Canada
$841K
JWCA
236
J.W. Cole Advisors
Florida
$841K
BCIM
237
British Columbia Investment Management
British Columbia, Canada
$841K
MML Investors Services
238
MML Investors Services
Massachusetts
$838K
WDA
239
Wendell David Associates
New Hampshire
$836K
BCWM
240
Bartlett & Co Wealth Management
Ohio
$824K
WJWM
241
Williams Jones Wealth Management
New York
$810K
AB
242
Amalgamated Bank
New York
$800K
PPWP
243
Premier Path Wealth Partners
New Jersey
$800K
IIA
244
ICW Investment Advisors
Arizona
$794K
TI
245
Tidal Investments
Wisconsin
$791K
WP
246
Woodline Partners
California
$786K
SPIA
247
Steward Partners Investment Advisory
New York
$761K
EWA
248
EP Wealth Advisors
California
$753K
Daiwa Securities Group
249
Daiwa Securities Group
Japan
$752K
Verition Fund Management
250
Verition Fund Management
Connecticut
$742K