BF.B icon

Brown-Forman Class B

629 hedge funds and large institutions have $6.43B invested in Brown-Forman Class B in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 202 increasing their positions, 247 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

1% more funds holding

Funds holding: 621629 (+8)

18% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 247

19% less call options, than puts

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

Holders
629
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
$29.7M
Puts
$36.5M
Net Calls
Net Calls Change

Top Buyers

1 +$157M
2 +$81.6M
3 +$62.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$27.7M
5
UBS Group
UBS Group
Switzerland
+$26.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global ETFs Holdings
226
Mirae Asset Global ETFs Holdings
Hong Kong
$942K
SC
227
Schulhoff & Co
Ohio
$925K
Fifth Third Bancorp
228
Fifth Third Bancorp
Ohio
$913K
LAM
229
LECAP Asset Management
United Kingdom
$913K
RP
230
Rowlandmiller & Partners
Georgia
$910K
PWA
231
Pitcairn Wealth Advisors
Pennsylvania
$892K
Marshall Wace
232
Marshall Wace
United Kingdom
$878K
VOYA Investment Management
233
VOYA Investment Management
Georgia
$853K
HC
234
Hendley & Co
Ohio
$849K
MC
235
Machina Capital
France
$849K
MFGM
236
Marshall Financial Group (Maryland)
Maryland
$846K
Mackenzie Financial
237
Mackenzie Financial
Ontario, Canada
$841K
JWCA
238
J.W. Cole Advisors
Florida
$841K
BCIM
239
British Columbia Investment Management
British Columbia, Canada
$841K
MML Investors Services
240
MML Investors Services
Massachusetts
$838K
WDA
241
Wendell David Associates
New Hampshire
$836K
BCWM
242
Bartlett & Co Wealth Management
Ohio
$824K
WJWM
243
Williams Jones Wealth Management
New York
$810K
AB
244
Amalgamated Bank
New York
$800K
PPWP
245
Premier Path Wealth Partners
New Jersey
$800K
IIA
246
ICW Investment Advisors
Arizona
$794K
TI
247
Tidal Investments
Wisconsin
$791K
WP
248
Woodline Partners
California
$786K
SPIA
249
Steward Partners Investment Advisory
New York
$761K
EWA
250
EP Wealth Advisors
California
$753K