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Brown-Forman Class B

638 hedge funds and large institutions have $6.43B invested in Brown-Forman Class B in 2025 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 203 increasing their positions, 249 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

28% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 74

6% more capital invested

Capital invested by funds: $6.06B → $6.43B (+$378M)

3.68% more ownership

Funds ownership: 70.99%74.67% (+3.7%)

2% more funds holding

Funds holding: 626638 (+12)

18% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 249

19% less call options, than puts

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

Holders
638
Holders Change
+12
Holders Change %
+1.92%
% of All Funds
7.76%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
95
Increased
203
Reduced
249
Closed
74
Calls
$29.7M
Puts
$36.5M
Net Calls
-$6.85M
Net Calls Change
-$12M
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global ETFs Holdings
226
Mirae Asset Global ETFs Holdings
Hong Kong
$942K +$103K +3,653 +11%
SC
227
Schulhoff & Co
Ohio
$925K -$25.2K -894 -2%
Fifth Third Bancorp
228
Fifth Third Bancorp
Ohio
$913K +$33.3K +1,183 +3%
LAM
229
LECAP Asset Management
United Kingdom
$913K +$78.7K +2,797 +9%
RP
230
Rowlandmiller & Partners
Georgia
$910K -$21.7K -770 -2%
PWA
231
Pitcairn Wealth Advisors
Pennsylvania
$892K +$963K +34,226 New
Marshall Wace
232
Marshall Wace
United Kingdom
$878K -$96.6K -3,435 -9%
VOYA Investment Management
233
VOYA Investment Management
Georgia
$853K -$66K -2,344 -7%
HC
234
Hendley & Co
Ohio
$849K -$953K -33,877 -51%
MC
235
Machina Capital
France
$849K +$917K +32,577 New
MFGM
236
Marshall Financial Group (Maryland)
Maryland
$846K +$140K +4,983 +18%
Mackenzie Financial
237
Mackenzie Financial
Ontario, Canada
$841K +$458K +16,260 +103%
JWCA
238
J.W. Cole Advisors
Florida
$841K -$3.57K -127 -0.4%
BCIM
239
British Columbia Investment Management
British Columbia, Canada
$841K +$171K +6,089 +23%
MML Investors Services
240
MML Investors Services
Massachusetts
$838K -$146K -5,184 -14%
WDA
241
Wendell David Associates
New Hampshire
$836K -$163K -5,791 -15%
BCWM
242
Bartlett & Co Wealth Management
Ohio
$824K +$8.19K +291 +0.9%
WJWM
243
Williams Jones Wealth Management
New York
$810K -$7.12K -253 -0.8%
AB
244
Amalgamated Bank
New York
$800K -$43.7K -1,552 -5%
PPWP
245
Premier Path Wealth Partners
New Jersey
$800K -$343K -12,183 -28%
IIA
246
ICW Investment Advisors
Arizona
$794K +$10.4K +369 +1%
TI
247
Tidal Investments
Wisconsin
$791K -$527K -18,713 -38%
WP
248
Woodline Partners
California
$786K +$194K +6,884 +30%
SPIA
249
Steward Partners Investment Advisory
New York
$761K -$36.5K -1,297 -4%
EWA
250
EP Wealth Advisors
California
$753K +$813K +28,904 New

BF.B Hedge Fund Activity: Q4 2025 in Review

638 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q4 2025, worth a combined $6.43B — up 6.2% from $6.06B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new BF.B positions and 74 closed out — a net gain of 21 holders — while 203 added to existing stakes and 249 trimmed.

The largest buyer was VanEck Associates, adding an estimated $157M. The largest seller was Bank of America, cutting an estimated $99.1M.

  • 638 institutional investors held Brown-Forman Class B (BF.B) as of Q4 2025, up from 626 in Q3 2025.
  • Funds reported $6.43B of Brown-Forman Class B stock for Q4 2025, up 6.2% quarter-over-quarter.
  • 95 funds opened new Brown-Forman Class B positions in Q4 2025 and 74 closed out, a net change of +21 holders.
  • The largest Brown-Forman Class B buyer in Q4 2025 was VanEck Associates, an estimated $157M added.
  • The largest Brown-Forman Class B seller in Q4 2025 was Bank of America, an estimated $99.1M sold.

Based on aggregated 13F filings for Q4 2025.