BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

624 hedge funds and large institutions have $5.29B invested in Brown-Forman Class B in 2025 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 238 increasing their positions, 209 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
-5
Holders Change %
-0.79%
% of All Funds
8.37%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
95
Increased
238
Reduced
209
Closed
91
Calls
$29.9M
Puts
$56.8M
Net Calls
-$26.8M
Net Calls Change
-$31.4M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$276M
2
EIC
2
Equity Investment Corp
Georgia
$90.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$95.4M
4
BCIM
4
Black Creek Investment Management
Ontario, Canada
$99.6M
5
Invesco
5
Invesco
Georgia
$189M

Top Sellers

1
Fundsmith LLP
1
Fundsmith LLP
United Kingdom
$0
2
VanEck Associates
2
VanEck Associates
New York
$28.4M
3
FIS
3
Fundsmith Investment Services
Mauritius
$0
4
CIP
4
Champlain Investment Partners
Vermont
$0
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$70.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCM
226
Fogel Capital Management
Florida
$1.05M -$16.1K -600 -2%
COPPSERS
227
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.05M +$81.2K +3,018 +8%
TI
228
Tidal Investments
Wisconsin
$1.03M +$577K +21,444 +128%
Corient Private Wealth
229
Corient Private Wealth
Florida
$1.01M -$56.9K -2,113 -5%
SC
230
Schulhoff & Co
Ohio
$995K -$78.3K -2,908 -7%
NHC
231
Nicholas Hoffman & Company
Georgia
$976K +$727K +27,021 +293%
Fifth Third Bancorp
232
Fifth Third Bancorp
Ohio
$967K +$42.2K +1,567 +5%
CIBC Asset Management
233
CIBC Asset Management
Ontario, Canada
$962K +$23.7K +882 +3%
Mackenzie Financial
234
Mackenzie Financial
Ontario, Canada
$955K +$95.1K +3,535 +11%
BCI
235
Brinker Capital Investments
Pennsylvania
$937K +$1.35K +50 +0.1%
MGP
236
Metis Global Partners
California
$936K +$461K +17,120 +97%
N
237
Natixis
France
$930K -$4.16M -154,436 -82%
Mirae Asset Global ETFs Holdings
238
Mirae Asset Global ETFs Holdings
Hong Kong
$929K +$19.1K +708 +2%
NWMG
239
Nicholson Wealth Management Group
South Carolina
$927K +$81.6K +3,034 +10%
FWTB
240
First Western Trust Bank
Colorado
$921K +$921K +34,223 New
Wolverine Trading
241
Wolverine Trading
Illinois
$915K +$915K +34,588 New
AB
242
Amalgamated Bank
New York
$898K -$40K -1,485 -4%
JWCA
243
J.W. Cole Advisors
Florida
$869K +$4.41K +164 +0.5%
Canada Pension Plan Investment Board
244
Canada Pension Plan Investment Board
Ontario, Canada
$869K +$544K +20,230 +168%
RP
245
Rowlandmiller & Partners
Georgia
$853K +$59.3K +2,202 +7%
AIS
246
AM Investment Strategies
Tennessee
$846K +$450K +16,718 +113%
SWP
247
Stratos Wealth Partners
Ohio
$843K +$161K +5,988 +24%
WJWM
248
Williams Jones Wealth Management
New York
$843K – – –
BCWM
249
Bartlett & Co Wealth Management
Ohio
$837K -$73.9K -2,725 -8%
SPIA
250
Steward Partners Investment Advisory
New York
$832K +$111K +4,138 +15%
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