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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
Axa
276
Axa
France
$702K
MGWM
277
Marks Group Wealth Management
Minnesota
$701K
JSC
278
J. Stern & Co
United Kingdom
$697K
P
279
&Partners
Tennessee
$691K
ANBT
280
American National Bank & Trust
Texas
$683K
TCOV
281
Trust Company of Vermont
Vermont
$673K
SB
282
Simmons Bank
Arkansas
$659K
NYLIM
283
New York Life Investment Management
New York
$658K
GAM
284
Groupama Asset Management
France
$655K
X
285
Xponance
Pennsylvania
$655K
AWS
286
Atria Wealth Solutions
New York
$655K
CCIA
287
Campbell & Co Investment Adviser
Maryland
$651K
HIMC
288
Heritage Investors Management Corp
Maryland
$646K
Pacer Advisors
289
Pacer Advisors
Pennsylvania
$645K
VIG
290
Vienna Insurance Group
Poland
$644K
CDDEC
291
Caisse Des Depots Et Consignations
France
$643K
AWA
292
Arkadios Wealth Advisors
Georgia
$641K
IIM
293
INTECH Investment Management
Florida
$633K
FBT
294
First Bankers Trust
Kentucky
$628K
DZ Bank
295
DZ Bank
Germany
$627K
MLFP
296
MPS Loria Financial Planners
Illinois
$621K
CWM
297
CIBC World Markets
New York
$617K
SMDAM
298
Sumitomo Mitsui DS Asset Management
Japan
$605K
DWP
299
Daymark Wealth Partners
Ohio
$599K
Janus Henderson Group
300
Janus Henderson Group
United Kingdom
$599K