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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
SB
276
Simmons Bank
Arkansas
$831K
PFSRSONJ
277
Police & Firemen's Retirement System of New Jersey
New Jersey
$831K
QCG
278
Quadrant Capital Group
Ohio
$823K +$797K +23,648 +3,883%
AIM
279
Aigen Investment Management
New York
$820K +$360K +10,675 +79%
NYLIM
280
New York Life Investment Management
New York
$816K +$4.58K +136 +0.6%
AWS
281
Atria Wealth Solutions
New York
$809K +$155K +4,595 +24%
NEI
282
Northwest & Ethical Investments
Ontario, Canada
$791K +$232K +6,888 +42%
JFG
283
Jefferies Financial Group
New York
$787K +$782K +23,200 New
MLFP
284
MPS Loria Financial Planners
Illinois
$785K -$5.73K -170 -0.7%
Allianz Asset Management
285
Allianz Asset Management
Germany
$785K -$66.2K -1,963 -8%
UAS
286
United Asset Strategies
New York
$774K +$768K +22,793 New
SMDAM
287
Sumitomo Mitsui DS Asset Management
Japan
$763K -$8.09K -240 -1%
MFGM
288
Marshall Financial Group (Maryland)
Maryland
$758K +$227K +6,735 +43%
DWP
289
Daymark Wealth Partners
Ohio
$752K -$139K -4,117 -16%
KFBMI
290
Kentucky Farm Bureau Mutual Insurance
Kentucky
$747K
Schroder Investment Management Group
291
Schroder Investment Management Group
United Kingdom
$746K -$316K -9,364 -30%
ALMGDA
292
AG2R La Mondiale Gestion d'Actifs
France
$731K +$739K +21,927 New
FDCDDQ
293
Federation des caisses Desjardins du Quebec
Quebec, Canada
$731K +$54K +1,603 +8%
State of Tennessee, Department of Treasury
294
State of Tennessee, Department of Treasury
Tennessee
$724K -$42.1K -1,250 -6%
SOADOR
295
State of Alaska Department of Revenue
Alaska
$724K +$19.9K +590 +3%
TSMHT
296
Thurston Springer Miller Herd & Titak
Indiana
$723K +$168K +4,978 +30%
MOACM
297
Mutual of America Capital Management
New York
$719K -$21.5K -638 -3%
IIM
298
INTECH Investment Management
Florida
$715K
M&T Bank
299
M&T Bank
New York
$700K +$398K +11,812 +134%
GT
300
Glenmede Trust
Pennsylvania
$692K +$69.4K +2,059 +11%

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.