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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
ECSS
301
Eurizon Capital SGR SpA
$522K
PAG
302
Private Advisor Group
New Jersey
$521K
NW
303
NewEdge Wealth
Pennsylvania
$516K
BAM
304
Belpointe Asset Management
Nevada
$506K
Holocene Advisors
305
Holocene Advisors
New York
$503K
MOACM
306
Mutual of America Capital Management
New York
$493K
MLFP
307
MPS Loria Financial Planners
Illinois
$492K
GIA
308
Gateway Investment Advisers
Ohio
$489K
IBOK
309
Independence Bank of Kentucky
Kentucky
$486K
LIM
310
Longfellow Investment Management
Massachusetts
$485K
BIG
311
Brooklyn Investment Group
New York
$485K
IAA
312
Independent Advisor Alliance
North Carolina
$478K
Credit Agricole
313
Credit Agricole
France
$466K
CAPTRUST Financial Advisors
314
CAPTRUST Financial Advisors
North Carolina
$465K
Millennium Management
315
Millennium Management
New York
$462K
CWR
316
Chico Wealth RIA
California
$458K
SOADOR
317
State of Alaska Department of Revenue
Alaska
$456K
FFA
318
First Foundation Advisors
California
$450K
Allspring Global Investments
319
Allspring Global Investments
North Carolina
$447K
Public Employees Retirement Association of Colorado
320
Public Employees Retirement Association of Colorado
Colorado
$440K
KFGK
321
Keystone Financial Group (Kentucky)
Kentucky
$438K
IGAM
322
iA Global Asset Management
Quebec, Canada
$437K
DZ Bank
323
DZ Bank
Germany
$437K
JF
324
Jump Financial
Illinois
$436K
BCI
325
Brinker Capital Investments
Pennsylvania
$432K