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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 96 funds opening new positions, 239 increasing their positions, 211 reducing their positions, and 92 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
BCWM
251
Bartlett & Co Wealth Management
Ohio
$837K
SPIA
252
Steward Partners Investment Advisory
New York
$832K
PD
253
Point72 (DIFC)
United Arab Emirates
$808K
Truist Financial
254
Truist Financial
North Carolina
$800K
BCIM
255
British Columbia Investment Management
British Columbia, Canada
$771K
GAM
256
Generali Asset Management
Italy
$769K
AB
257
Atlas Brown
Kentucky
$760K
CT
258
Chicago Trust
Illinois
$758K
SLAM
259
Swiss Life Asset Management
$757K
IIA
260
ICW Investment Advisors
Arizona
$753K
SC
261
Stephens Consulting
Michigan
$753K
NAM
262
Nissay Asset Management
Japan
$752K
BNP Paribas Asset Management
263
BNP Paribas Asset Management
France
$750K
Teacher Retirement System of Texas
264
Teacher Retirement System of Texas
Texas
$744K
TSMHT
265
Thurston Springer Miller Herd & Titak
Indiana
$738K
Daiwa Securities Group
266
Daiwa Securities Group
Japan
$734K
Franklin Resources
267
Franklin Resources
California
$733K
AA
268
ABC Arbitrage
France
$732K
NA
269
NewEdge Advisors
Louisiana
$712K
MFGM
270
Marshall Financial Group (Maryland)
Maryland
$711K
ET
271
Equitable Trust
Tennessee
$711K
SBFM
272
S-Bank Fund Management
Finland
$708K
SM
273
Sciencast Management
New Jersey
$706K
IBOK
274
Independence Bank of Kentucky
Kentucky
$705K
VVP
275
Venture Visionary Partners
Ohio
$703K