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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 97 funds opening new positions, 238 increasing their positions, 211 reducing their positions, and 91 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
JSC
276
J. Stern & Co
United Kingdom
$697K
P
277
&Partners
Tennessee
$691K
ANBT
278
American National Bank & Trust
Texas
$683K
TCOV
279
Trust Company of Vermont
Vermont
$673K
SB
280
Simmons Bank
Arkansas
$659K
NYLIM
281
New York Life Investment Management
New York
$658K
GAM
282
Groupama Asset Management
France
$655K
X
283
Xponance
Pennsylvania
$655K
AWS
284
Atria Wealth Solutions
New York
$655K
CCIA
285
Campbell & Co Investment Adviser
Maryland
$651K
HIMC
286
Heritage Investors Management Corp
Maryland
$646K
Pacer Advisors
287
Pacer Advisors
Pennsylvania
$645K
VIG
288
Vienna Insurance Group
Poland
$644K
CDDEC
289
Caisse Des Depots Et Consignations
France
$643K
AWA
290
Arkadios Wealth Advisors
Georgia
$641K
IIM
291
INTECH Investment Management
Florida
$633K
FBT
292
First Bankers Trust
Kentucky
$628K
DZ Bank
293
DZ Bank
Germany
$627K
MLFP
294
MPS Loria Financial Planners
Illinois
$621K
LWANC
295
Laurel Wealth Advisors (North Carolina)
North Carolina
$617K
CWM
296
CIBC World Markets
New York
$617K
SMDAM
297
Sumitomo Mitsui DS Asset Management
Japan
$605K
DWP
298
Daymark Wealth Partners
Ohio
$599K
Janus Henderson Group
299
Janus Henderson Group
United Kingdom
$599K
QCG
300
Quadrant Capital Group
Ohio
$593K