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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
SI
301
Stephens Inc
Arkansas
$589K
PFSRSONJ
302
Police & Firemen's Retirement System of New Jersey
New Jersey
$586K
FDCDDQ
303
Federation des caisses Desjardins du Quebec
Quebec, Canada
$581K
O
304
Ossiam
France
$579K
EGM
305
Engineers Gate Manager
New York
$578K
GIM
306
Glenmede Investment Management
Pennsylvania
$578K
UAS
307
United Asset Strategies
New York
$571K
MOACM
308
Mutual of America Capital Management
New York
$562K
State of Tennessee, Department of Treasury
309
State of Tennessee, Department of Treasury
Tennessee
$549K
SOADOR
310
State of Alaska Department of Revenue
Alaska
$549K
MWA
311
MN Wealth Advisors
Kansas
$547K
BA
312
Bridgewater Associates
Connecticut
$545K
WS
313
Wedbush Securities
California
$545K
CAPTRUST Financial Advisors
314
CAPTRUST Financial Advisors
North Carolina
$541K
GH
315
GAM Holding
Switzerland
$538K
WP
316
Woodline Partners
California
$530K
Mercer Global Advisors
317
Mercer Global Advisors
Colorado
$521K
PAG
318
Private Advisor Group
New Jersey
$521K
SRL
319
Scientech Research LLC
New Jersey
$517K
Bank of Nova Scotia
320
Bank of Nova Scotia
Ontario, Canada
$513K
HIP
321
HUB Investment Partners
Texas
$509K
LIM
322
Longfellow Investment Management
Massachusetts
$502K
LFG
323
Larson Financial Group
Missouri
$493K
M&T Bank
324
M&T Bank
New York
$486K
Kovitz Investment Group Partners
325
Kovitz Investment Group Partners
Illinois
$478K