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Brown-Forman Class B

629 hedge funds and large institutions have $6.43B invested in Brown-Forman Class B in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 202 increasing their positions, 247 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: 621629 (+8)

18% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 247

19% less call options, than puts

Call options by funds: $29.7M | Put options by funds: $36.5M

Holders
629
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
SB
276
Simmons Bank
Arkansas
$638K
NYLIM
277
New York Life Investment Management
New York
$621K
PFSRSONJ
278
Police & Firemen's Retirement System of New Jersey
New Jersey
$618K
VVP
279
Venture Visionary Partners
Ohio
$615K
FRM
280
Fox Run Management
Connecticut
$601K
UAS
281
United Asset Strategies
New York
$600K
X
282
Xponance
Pennsylvania
$597K
SA
283
Sanctuary Advisors
Indiana
$595K
IMCOOI
284
Investment Management Corp of Ontario (IMCO)
Canada
$591K
AC
285
AXQ Capital
New Jersey
$588K
OCBCO
286
Oversea-Chinese Banking Corp (OCBC)
Singapore
$582K
DWP
287
Daymark Wealth Partners
Ohio
$581K
HIMC
288
Heritage Investors Management Corp
Maryland
$570K
Public Sector Pension Investment Board (PSP Investments)
289
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$570K
SWP
290
Stratos Wealth Partners
Ohio
$567K
PIM
291
Plato Investment Management
Australia
$563K
Carson Wealth (CWM LLC)
292
Carson Wealth (CWM LLC)
Nebraska
$559K
CM
293
CastleKnight Management
New York
$547K
OAM
294
OP Asset Management
$546K
BA
295
Bridgewater Associates
Connecticut
$546K
State of Tennessee, Department of Treasury
296
State of Tennessee, Department of Treasury
Tennessee
$544K
AWA
297
Arkadios Wealth Advisors
Georgia
$539K
GXJ
298
Global X Japan
Japan
$536K
HIP
299
HUB Investment Partners
Texas
$529K
OPERF
300
Oregon Public Employees Retirement Fund
Oregon
$524K