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Brown-Forman Class B

610 hedge funds and large institutions have $6.01B invested in Brown-Forman Class B in 2025 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 204 increasing their positions, 233 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

3% less funds holding

Funds holding: 629610 (-19)

12% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 233

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
610
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$27M
Puts
$21.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MLFP
301
MPS Loria Financial Planners
Illinois
$522K
MOACM
302
Mutual of America Capital Management
New York
$517K
IAA
303
Independent Advisor Alliance
North Carolina
$516K
CAPTRUST Financial Advisors
304
CAPTRUST Financial Advisors
North Carolina
$516K
ACM
305
Alethea Capital Management
Washington
$511K
SOADOR
306
State of Alaska Department of Revenue
Alaska
$508K
LIM
307
Longfellow Investment Management
Massachusetts
$506K
AC
308
AXQ Capital
New Jersey
$504K
TC
309
Truvestments Capital
Florida
$503K
JSC
310
J. Stern & Co
United Kingdom
$493K
BAM
311
Belpointe Asset Management
Nevada
$491K
Wealthfront Advisers
312
Wealthfront Advisers
California
$490K
CWR
313
Chico Wealth RIA
California
$475K
Janus Henderson Group
314
Janus Henderson Group
United Kingdom
$474K
GWP
315
Gen-Wealth Partners
Michigan
$471K
Allspring Global Investments
316
Allspring Global Investments
North Carolina
$469K
FFA
317
First Foundation Advisors
California
$467K
P
318
Pitcairn
Pennsylvania
$466K
Public Employees Retirement Association of Colorado
319
Public Employees Retirement Association of Colorado
Colorado
$458K
ECM
320
ExodusPoint Capital Management
New York
$452K
ETC
321
Exchange Traded Concepts
Oklahoma
$449K
KIA
322
Knollwood Investment Advisory
Maryland
$446K
KFGK
323
Keystone Financial Group (Kentucky)
Kentucky
$445K
BG
324
Bahl & Gaynor
Ohio
$444K
M&T Bank
325
M&T Bank
New York
$443K