BF.B icon

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
Canada Pension Plan Investment Board
326
Canada Pension Plan Investment Board
Ontario, Canada
$422K
SFA
327
Sequoia Financial Advisors
Ohio
$422K
SCA
328
Sippican Capital Advisors
Massachusetts
$422K
UCFA
329
United Capital Financial Advisors
Texas
$421K
PA
330
Probity Advisors
Texas
$409K
MOS
331
MGO One Seven
Ohio
$408K
CA
332
Commerzbank Aktiengesellschaft
Germany
$403K
Macquarie Group
333
Macquarie Group
Australia
$399K
OQS
334
Occudo Quantitative Strategies
Florida
$393K
Pacer Advisors
335
Pacer Advisors
Pennsylvania
$389K
BTW
336
Boston Trust Walden
Massachusetts
$387K
Rafferty Asset Management
337
Rafferty Asset Management
New York
$384K
William Blair & Company
338
William Blair & Company
Illinois
$384K
CDDEC
339
Caisse Des Depots Et Consignations
France
$382K
EGM
340
Engineers Gate Manager
New York
$379K
TRSOTSOK
341
Teachers Retirement System of the State of Kentucky
Kentucky
$373K
MSU
342
Mizuho Securities USA
New York
$372K
CA
343
Clearstead Advisors
Ohio
$371K
BCM
344
Bayesian Capital Management
New York
$370K
SWRP
345
Summit Wealth & Retirement Planning
California
$370K
DADC
346
D.A. Davidson & Co
Montana
$370K
LCWP
347
Legacy Capital Wealth Partners
Arkansas
$360K
SI
348
Stephens Inc
Arkansas
$356K
GI
349
GAMCO Investors
Connecticut
$354K
VSQM
350
V-Square Quantitative Management
Illinois
$349K