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Brown-Forman Class B

625 hedge funds and large institutions have $6.42B invested in Brown-Forman Class B in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 202 increasing their positions, 246 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: 619625 (+6)

18% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 246

19% less call options, than puts

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

Holders
625
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
NAM
251
Nissay Asset Management
Japan
$737K
AB
252
Atlas Brown
Kentucky
$736K
FBT
253
First Bankers Trust
Kentucky
$732K
Truist Financial
254
Truist Financial
North Carolina
$731K
MCM
255
Marathon Capital Management
Maryland
$730K
CT
256
Chicago Trust
Illinois
$729K
M&T Bank
257
M&T Bank
New York
$714K
PAM
258
Parvin Asset Management
South Dakota
$712K
PMAM
259
Picton Mahoney Asset Management
Ontario, Canada
$711K
LTM
260
Lotus Technology Management
Florida
$710K
AWM
261
Absher Wealth Management
North Carolina
$702K
WS
262
Wedbush Securities
California
$701K
AssetMark Inc
263
AssetMark Inc
California
$689K
ET
264
Equitable Trust
Tennessee
$688K
Cambridge Investment Research Advisors
265
Cambridge Investment Research Advisors
Iowa
$682K
NG
266
Northstar Group
New York
$678K
P
267
&Partners
Tennessee
$676K
Focus Partners Wealth
268
Focus Partners Wealth
Massachusetts
$671K
RIM
269
Rakuten Investment Management
Japan
$663K
Balyasny Asset Management
270
Balyasny Asset Management
Illinois
$657K
GT
271
Glenmede Trust
Pennsylvania
$652K
SMDAM
272
Sumitomo Mitsui DS Asset Management
Japan
$652K
TCOV
273
Trust Company of Vermont
Vermont
$642K
SB
274
Simmons Bank
Arkansas
$638K
NYLIM
275
New York Life Investment Management
New York
$621K