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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
Daiwa Securities Group
251
Daiwa Securities Group
Japan
$752K
Verition Fund Management
252
Verition Fund Management
Connecticut
$742K
NAM
253
Nissay Asset Management
Japan
$737K
AB
254
Atlas Brown
Kentucky
$736K
FBT
255
First Bankers Trust
Kentucky
$732K
Truist Financial
256
Truist Financial
North Carolina
$731K
MCM
257
Marathon Capital Management
Maryland
$730K
CT
258
Chicago Trust
Illinois
$729K
M&T Bank
259
M&T Bank
New York
$714K
PAM
260
Parvin Asset Management
South Dakota
$712K
PMAM
261
Picton Mahoney Asset Management
Ontario, Canada
$711K
LTM
262
Lotus Technology Management
Florida
$710K
AWM
263
Absher Wealth Management
North Carolina
$702K
WS
264
Wedbush Securities
California
$701K
AssetMark Inc
265
AssetMark Inc
California
$689K
ET
266
Equitable Trust
Tennessee
$688K
Cambridge Investment Research Advisors
267
Cambridge Investment Research Advisors
Iowa
$682K
NG
268
Northstar Group
New York
$678K
P
269
&Partners
Tennessee
$676K
Focus Partners Wealth
270
Focus Partners Wealth
Massachusetts
$671K
RIM
271
Rakuten Investment Management
Japan
$663K
Balyasny Asset Management
272
Balyasny Asset Management
Illinois
$657K
GT
273
Glenmede Trust
Pennsylvania
$652K
SMDAM
274
Sumitomo Mitsui DS Asset Management
Japan
$652K
TCOV
275
Trust Company of Vermont
Vermont
$642K