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Brown-Forman Class B

643 hedge funds and large institutions have $6.73B invested in Brown-Forman Class B in 2025 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 264 increasing their positions, 202 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

31% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 202

14% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 81

11% more call options, than puts

Call options by funds: $46.7M | Put options by funds: $42.1M

4.44% more ownership

Funds ownership: 60.91%65.35% (+4.4%)

1% more funds holding

Funds holding: 636643 (+7)

4% less capital invested

Capital invested by funds: $7.02B → $6.73B (-$287M)

Holders
643
Holders Change
+7
Holders Change %
+1.1%
% of All Funds
8.62%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
92
Increased
264
Reduced
202
Closed
81
Calls
$46.7M
Puts
$42.1M
Net Calls
+$4.59M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
Retirement Systems of Alabama
226
Retirement Systems of Alabama
Alabama
$1.33M -$16.5M -488,863 -93%
JSC
227
J. Stern & Co
United Kingdom
$1.33M -$18.1K -538 -1%
PPWP
228
Premier Path Wealth Partners
New Jersey
$1.32M +$250K +7,420 +24%
NA
229
NewEdge Advisors
Louisiana
$1.26M -$80.4K -2,384 -6%
COPPSERS
230
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.22M +$98.6K +2,924 +9%
SFCM
231
Savoir Faire Capital Management
Connecticut
$1.21M -$2.61M -77,347 -68%
CIBC Asset Management
232
CIBC Asset Management
Ontario, Canada
$1.18M -$281K -8,351 -19%
AB
233
Amalgamated Bank
New York
$1.18M +$4.58K +136 +0.4%
BCIM
234
British Columbia Investment Management
British Columbia, Canada
$1.18M -$1.55K -46 -0.1%
BCI
235
Brinker Capital Investments
Pennsylvania
$1.18M +$236K +6,995 +25%
OPS
236
Orion Portfolio Solutions
Nebraska
$1.18M +$236K +6,995 +25%
XT
237
XTX Topco
Cayman Islands
$1.17M +$411K +12,199 +55%
Fifth Third Bancorp
238
Fifth Third Bancorp
Ohio
$1.17M +$434K +12,885 +60%
TCM
239
Teza Capital Management
Illinois
$1.16M -$41K -1,217 -3%
Mirae Asset Global ETFs Holdings
240
Mirae Asset Global ETFs Holdings
Hong Kong
$1.15M +$38.3K +1,136 +3%
BCWM
241
Bartlett & Co Wealth Management
Ohio
$1.15M -$43.8K -1,298 -4%
Franklin Resources
242
Franklin Resources
California
$1.12M +$389K +11,541 +54%
BNP Paribas Asset Management
243
BNP Paribas Asset Management
France
$1.1M +$49.6K +1,472 +5%
VIG
244
Vienna Insurance Group
Poland
$1.1M +$274K +8,119 +33%
AQR Capital Management
245
AQR Capital Management
Connecticut
$1.1M -$1.17M -34,747 -52%
AB
246
Atlas Brown
Kentucky
$1.09M -$109K -3,241 -9%
JWCA
247
J.W. Cole Advisors
Florida
$1.09M +$119K +3,529 +12%
Mackenzie Financial
248
Mackenzie Financial
Ontario, Canada
$1.08M +$95.8K +2,843 +10%
Los Angeles Capital Management
249
Los Angeles Capital Management
California
$1.07M +$1.07M +31,625 New
NWMG
250
Nicholson Wealth Management Group
South Carolina
$1.07M -$56K -1,662 -5%

BF.B Hedge Fund Activity: Q1 2025 in Review

643 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q1 2025, worth a combined $6.73B — down 4.1% from $7.02B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new BF.B positions and 81 closed out — a net gain of 11 holders — while 264 added to existing stakes and 202 trimmed.

The largest buyer was Bank of America, adding an estimated $101M. The largest seller was Lazard Asset Management, cutting an estimated $94.5M.

  • 643 institutional investors held Brown-Forman Class B (BF.B) as of Q1 2025, up from 636 in Q4 2024.
  • Funds reported $6.73B of Brown-Forman Class B stock for Q1 2025, down 4.1% quarter-over-quarter.
  • 92 funds opened new Brown-Forman Class B positions in Q1 2025 and 81 closed out, a net change of +11 holders.
  • The largest Brown-Forman Class B buyer in Q1 2025 was Bank of America, an estimated $101M added.
  • The largest Brown-Forman Class B seller in Q1 2025 was Lazard Asset Management, an estimated $94.5M sold.

Based on aggregated 13F filings for Q1 2025.