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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
OCBCO
326
Oversea-Chinese Banking Corp (OCBC)
Singapore
$436K
NW
327
NewEdge Wealth
Pennsylvania
$428K
Mackenzie Financial
328
Mackenzie Financial
Ontario, Canada
$427K
SCA
329
Sippican Capital Advisors
Massachusetts
$425K
BST
330
Bath Savings Trust
Maine
$417K
LOAMS
331
Lombard Odier Asset Management (Switzerland)
Switzerland
$409K
Rafferty Asset Management
332
Rafferty Asset Management
New York
$406K
BTW
333
Boston Trust Walden
Massachusetts
$405K
IWC
334
Integrated Wealth Concepts
Massachusetts
$404K
Public Sector Pension Investment Board (PSP Investments)
335
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$390K
TRSOTSOK
336
Teachers Retirement System of the State of Kentucky
Kentucky
$388K
MSU
337
Mizuho Securities USA
New York
$384K
EGM
338
Engineers Gate Manager
New York
$384K
SRL
339
Scientech Research LLC
New Jersey
$383K
CCM
340
Coldstream Capital Management
Washington
$380K
LCWP
341
Legacy Capital Wealth Partners
Arkansas
$379K
CI Investments Inc
342
CI Investments Inc
Ontario, Canada
$375K
CA
343
Clearstead Advisors
Ohio
$374K
OAM
344
Oxford Asset Management
United Kingdom
$371K
PAS
345
Park Avenue Securities
New York
$365K
NIM
346
NEOS Investment Management
Connecticut
$360K
GI
347
GAMCO Investors
Connecticut
$360K
JFL
348
Jarislowsky, Fraser Ltd
Quebec, Canada
$354K
UCFA
349
United Capital Financial Advisors
Texas
$352K
Credit Agricole
350
Credit Agricole
France
$349K