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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
WJWM
251
Williams Jones Wealth Management
New York
$1.06M
RP
252
Rowlandmiller & Partners
Georgia
$1M +$116K +3,435 +13%
CCM
253
Chickasaw Capital Management
Tennessee
$994K -$114K -3,380 -10%
CC
254
Centiva Capital
New York
$985K +$771K +22,865 +371%
Truist Financial
255
Truist Financial
North Carolina
$968K +$328K +9,740 +52%
IBOK
256
Independence Bank of Kentucky
Kentucky
$959K -$23.6K -700 -2%
SC
257
Stephens Consulting
Michigan
$950K
HIMC
258
Heritage Investors Management Corp
Maryland
$934K -$22K -653 -2%
ET
259
Entropy Technologies
New York
$932K -$299K -8,866 -24%
LOAMS
260
Lombard Odier Asset Management (Switzerland)
Switzerland
$924K +$303K +9,001 +49%
NAM
261
Nissay Asset Management
Japan
$918K +$41.9K +1,244 +5%
SPIA
262
Steward Partners Investment Advisory
New York
$909K +$77.7K +2,305 +9%
Teacher Retirement System of Texas
263
Teacher Retirement System of Texas
Texas
$904K +$897K +26,626 New
IIA
264
ICW Investment Advisors
Arizona
$899K +$25.5K +757 +3%
ET
265
Equitable Trust
Tennessee
$897K -$22.3K -662 -2%
VVP
266
Venture Visionary Partners
Ohio
$884K +$48.9K +1,451 +6%
BA
267
Bridgewater Associates
Connecticut
$862K -$1.22M -36,251 -59%
Daiwa Securities Group
268
Daiwa Securities Group
Japan
$862K +$47.7K +1,415 +6%
SWP
269
Stratos Wealth Partners
Ohio
$860K +$53.6K +1,589 +7%
MGWM
270
Marks Group Wealth Management
Minnesota
$842K +$101K +3,002 +14%
OTL
271
Oak Thistle LLC
New York
$841K +$836K +24,793 New
X
272
Xponance
Pennsylvania
$839K -$9.37K -278 -1%
Janus Henderson Group
273
Janus Henderson Group
United Kingdom
$838K -$312K -9,248 -28%
TCOV
274
Trust Company of Vermont
Vermont
$838K
Public Sector Pension Investment Board (PSP Investments)
275
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$834K +$62.9K +1,866 +8%

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.