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Brown-Forman Class B

575 hedge funds and large institutions have $5.35B invested in Brown-Forman Class B in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 178 increasing their positions, 238 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

17% less capital invested

Capital invested by funds: $6.43B → $5.35B (-$1.08B)

25% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 238

38% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 119

Holders
575
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29.4M
Puts
$20.3M
Net Calls
Net Calls Change

Top Sellers

1 -$346M
2 -$79.3M
3 -$65.7M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$45.4M
5
UBS AM
UBS AM
Illinois
-$42.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TD Asset Management
226
TD Asset Management
Ontario, Canada
$792K
WDA
227
Wendell David Associates
New Hampshire
$792K
Mackenzie Financial
228
Mackenzie Financial
Ontario, Canada
$790K
RP
229
Rowlandmiller & Partners
Georgia
$757K
PAM
230
Parvin Asset Management
South Dakota
$755K
WS
231
Wedbush Securities
California
$753K
Toronto Dominion Bank
232
Toronto Dominion Bank
Ontario, Canada
$752K
VPIM
233
Vanguard Personalized Indexing Management
California
$750K
AB
234
Atlas Brown
Kentucky
$746K
CT
235
Chicago Trust
Illinois
$720K
BCWM
236
Bartlett & Co Wealth Management
Ohio
$715K
WP
237
Woodline Partners
California
$709K
FBT
238
First Bankers Trust
Kentucky
$700K
ET
239
Equitable Trust
Tennessee
$698K
ECM
240
Endure Capital Management
Texas
$687K
AC
241
Allstate Corporation
Illinois
$676K
JSC
242
J. Stern & Co
United Kingdom
$674K
NIM
243
NEOS Investment Management
Connecticut
$661K
NG
244
Northstar Group
New York
$659K
Focus Partners Wealth
245
Focus Partners Wealth
Massachusetts
$658K
AssetMark Inc
246
AssetMark Inc
California
$652K
VCM
247
Voleon Capital Management
California
$650K
AG
248
Algert Global
California
$649K
SB
249
Simmons Bank
Arkansas
$647K
KWM
250
Kiker Wealth Management
Georgia
$645K