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Brown-Forman Class B

629 hedge funds and large institutions have $6.63B invested in Brown-Forman Class B in 2025 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 259 increasing their positions, 196 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+4
Holders Change %
+0.64%
% of All Funds
8.54%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
93
Increased
259
Reduced
196
Closed
82
Calls
$46.7M
Puts
$42.1M
Net Calls
+$4.59M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Shares
Change %
NYLIM
276
New York Life Investment Management
New York
$816K +$4.62K +136 +0.6%
AWS
277
Atria Wealth Solutions
New York
$809K +$157K +4,595 +24%
NEI
278
Northwest & Ethical Investments
Ontario, Canada
$791K +$234K +6,888 +42%
JFG
279
Jefferies Financial Group
New York
$787K +$787K +23,200 New
MLFP
280
MPS Loria Financial Planners
Illinois
$785K -$5.77K -170 -0.7%
Allianz Asset Management
281
Allianz Asset Management
Germany
$785K -$66.6K -1,963 -8%
UAS
282
United Asset Strategies
New York
$774K +$774K +22,793 New
SMDAM
283
Sumitomo Mitsui DS Asset Management
Japan
$763K -$8.15K -240 -1%
MFGM
284
Marshall Financial Group (Maryland)
Maryland
$758K +$229K +6,735 +43%
DWP
285
Daymark Wealth Partners
Ohio
$752K -$140K -4,117 -16%
Schroder Investment Management Group
286
Schroder Investment Management Group
United Kingdom
$746K -$322K -9,364 -30%
ALMGDA
287
AG2R La Mondiale Gestion d'Actifs
France
$731K +$731K +21,927 New
FDCDDQ
288
Federation des caisses Desjardins du Quebec
Quebec, Canada
$731K +$54.4K +1,603 +8%
State of Tennessee, Department of Treasury
289
State of Tennessee, Department of Treasury
Tennessee
$724K -$42.4K -1,250 -6%
SOADOR
290
State of Alaska Department of Revenue
Alaska
$724K +$20K +590 +3%
TSMHT
291
Thurston Springer Miller Herd & Titak
Indiana
$723K +$169K +4,978 +30%
MOACM
292
Mutual of America Capital Management
New York
$719K -$21.7K -638 -3%
IIM
293
INTECH Investment Management
Florida
$715K
M&T Bank
294
M&T Bank
New York
$700K +$401K +11,812 +134%
GT
295
Glenmede Trust
Pennsylvania
$692K +$69.9K +2,059 +11%
PAG
296
Private Advisor Group
New Jersey
$692K -$159K -4,672 -19%
CAPTRUST Financial Advisors
297
CAPTRUST Financial Advisors
North Carolina
$681K +$43K +1,267 +7%
1C
298
111 Capital
France
$680K +$477K +14,053 +235%
UCFA
299
United Capital Financial Advisors
Texas
$672K +$228K +6,713 +51%
MWA
300
MN Wealth Advisors
Kansas
$669K +$669K +19,722 New