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Brown-Forman Class B

625 hedge funds and large institutions have $6.42B invested in Brown-Forman Class B in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 202 increasing their positions, 246 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: 619625 (+6)

18% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 246

19% less call options, than puts

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

Holders
625
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
BAM
301
Belpointe Asset Management
Nevada
$506K
Holocene Advisors
302
Holocene Advisors
New York
$503K
MOACM
303
Mutual of America Capital Management
New York
$493K
MLFP
304
MPS Loria Financial Planners
Illinois
$492K
GIA
305
Gateway Investment Advisers
Ohio
$489K
IBOK
306
Independence Bank of Kentucky
Kentucky
$486K
LIM
307
Longfellow Investment Management
Massachusetts
$485K
BIG
308
Brooklyn Investment Group
New York
$485K
IAA
309
Independent Advisor Alliance
North Carolina
$478K
Credit Agricole
310
Credit Agricole
France
$466K
CAPTRUST Financial Advisors
311
CAPTRUST Financial Advisors
North Carolina
$465K
Millennium Management
312
Millennium Management
New York
$462K
CWR
313
Chico Wealth RIA
California
$458K
SOADOR
314
State of Alaska Department of Revenue
Alaska
$456K
FFA
315
First Foundation Advisors
California
$450K
Allspring Global Investments
316
Allspring Global Investments
North Carolina
$447K
Public Employees Retirement Association of Colorado
317
Public Employees Retirement Association of Colorado
Colorado
$440K
KFGK
318
Keystone Financial Group (Kentucky)
Kentucky
$438K
IGAM
319
iA Global Asset Management
Quebec, Canada
$437K
DZ Bank
320
DZ Bank
Germany
$437K
JF
321
Jump Financial
Illinois
$436K
BCI
322
Brinker Capital Investments
Pennsylvania
$432K
NIM
323
NEOS Investment Management
Connecticut
$432K
BG
324
Bahl & Gaynor
Ohio
$427K
SOAM
325
SBI Okasan Asset Management
Japan
$423K