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Brown-Forman Class B

630 hedge funds and large institutions have $5.3B invested in Brown-Forman Class B in 2025 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 238 increasing their positions, 211 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

20% less capital invested

Capital invested by funds: $6.65B → $5.3B (-$1.35B)

47% less call options, than puts

Call options by funds: $29.9M | Put options by funds: $56.8M

Holders
630
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
$29.9M
Puts
$56.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Retirement Systems of Alabama
226
Retirement Systems of Alabama
Alabama
$1.05M
FCM
227
Fogel Capital Management
Florida
$1.05M
COPPSERS
228
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.05M
TI
229
Tidal Investments
Wisconsin
$1.03M
SC
230
Schulhoff & Co
Ohio
$995K
Corient Private Wealth
231
Corient Private Wealth
Florida
$993K
NHC
232
Nicholas Hoffman & Company
Georgia
$976K
Fifth Third Bancorp
233
Fifth Third Bancorp
Ohio
$967K
CIBC Asset Management
234
CIBC Asset Management
Ontario, Canada
$962K
Mackenzie Financial
235
Mackenzie Financial
Ontario, Canada
$955K
BCI
236
Brinker Capital Investments
Pennsylvania
$937K
MGP
237
Metis Global Partners
California
$936K
N
238
Natixis
France
$930K
Mirae Asset Global ETFs Holdings
239
Mirae Asset Global ETFs Holdings
Hong Kong
$929K
NWMG
240
Nicholson Wealth Management Group
South Carolina
$927K
FWTB
241
First Western Trust Bank
Colorado
$921K
Wolverine Trading
242
Wolverine Trading
Illinois
$915K
AB
243
Amalgamated Bank
New York
$898K
JWCA
244
J.W. Cole Advisors
Florida
$869K
Canada Pension Plan Investment Board
245
Canada Pension Plan Investment Board
Ontario, Canada
$869K
RP
246
Rowlandmiller & Partners
Georgia
$853K
AIS
247
AM Investment Strategies
Tennessee
$846K
SWP
248
Stratos Wealth Partners
Ohio
$843K
WJWM
249
Williams Jones Wealth Management
New York
$843K
BCWM
250
Bartlett & Co Wealth Management
Ohio
$837K