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Brown-Forman Class B

575 hedge funds and large institutions have $5.35B invested in Brown-Forman Class B in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 178 increasing their positions, 238 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

17% less capital invested

Capital invested by funds: $6.43B → $5.35B (-$1.08B)

25% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 238

38% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 119

Holders
575
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29.4M
Puts
$20.3M
Net Calls
Net Calls Change

Top Sellers

1 -$346M
2 -$79.3M
3 -$65.7M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$45.4M
5
UBS AM
UBS AM
Illinois
-$42.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BG
301
Bahl & Gaynor
Ohio
$433K
HIP
302
HUB Investment Partners
Texas
$433K
X
303
Xponance
Pennsylvania
$421K
SFA
304
Sequoia Financial Advisors
Ohio
$418K
AFCM
305
Applied Finance Capital Management
Puerto Rico
$407K
BTW
306
Boston Trust Walden
Massachusetts
$392K
EF
307
Empowered Funds
Pennsylvania
$387K
MOS
308
MGO One Seven
Ohio
$383K
MCM
309
MAI Capital Management
Ohio
$382K
CCM
310
Coldstream Capital Management
Washington
$374K
DZ Bank
311
DZ Bank
Germany
$373K
Daiwa Securities Group
312
Daiwa Securities Group
Japan
$368K
IFU
313
iSAM Funds (UK)
United Kingdom
$367K
SWP
314
Stratos Wealth Partners
Ohio
$363K
GI
315
GAMCO Investors
Connecticut
$359K
CA
316
Clearstead Advisors
Ohio
$354K
CAPTRUST Financial Advisors
317
CAPTRUST Financial Advisors
North Carolina
$354K
SC
318
SummitTX Capital
Texas
$341K
Lido Advisors
319
Lido Advisors
California
$340K
BIG
320
Brooklyn Investment Group
New York
$335K
CPCM
321
Cardinal Point Capital Management
Ontario, Canada
$334K
GWP
322
Gen-Wealth Partners
Michigan
$331K
AWCI
323
Alpine Woods Capital Investors
New York
$325K
IWC
324
Integrated Wealth Concepts
Massachusetts
$316K
AI
325
Atria Investments
North Carolina
$314K