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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
PFSRSONJ
276
Police & Firemen's Retirement System of New Jersey
New Jersey
$618K
VVP
277
Venture Visionary Partners
Ohio
$615K
FRM
278
Fox Run Management
Connecticut
$601K
UAS
279
United Asset Strategies
New York
$600K
X
280
Xponance
Pennsylvania
$597K
SA
281
Sanctuary Advisors
Indiana
$595K
IMCOOI
282
Investment Management Corp of Ontario (IMCO)
Canada
$591K
AC
283
AXQ Capital
New Jersey
$588K
OCBCO
284
Oversea-Chinese Banking Corp (OCBC)
Singapore
$582K
DWP
285
Daymark Wealth Partners
Ohio
$581K
HIMC
286
Heritage Investors Management Corp
Maryland
$570K
Public Sector Pension Investment Board (PSP Investments)
287
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$570K
SWP
288
Stratos Wealth Partners
Ohio
$567K
PIM
289
Plato Investment Management
Australia
$563K
Carson Wealth (CWM LLC)
290
Carson Wealth (CWM LLC)
Nebraska
$559K
CM
291
CastleKnight Management
New York
$547K
BA
292
Bridgewater Associates
Connecticut
$546K
State of Tennessee, Department of Treasury
293
State of Tennessee, Department of Treasury
Tennessee
$544K
AWA
294
Arkadios Wealth Advisors
Georgia
$539K
GXJ
295
Global X Japan
Japan
$536K
HIP
296
HUB Investment Partners
Texas
$529K
OPERF
297
Oregon Public Employees Retirement Fund
Oregon
$524K
ECSS
298
Eurizon Capital SGR SpA
$522K
PAG
299
Private Advisor Group
New Jersey
$521K
NW
300
NewEdge Wealth
Pennsylvania
$516K