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Brown-Forman Class B

643 hedge funds and large institutions have $6.73B invested in Brown-Forman Class B in 2025 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 264 increasing their positions, 202 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

31% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 202

14% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 81

11% more call options, than puts

Call options by funds: $46.7M | Put options by funds: $42.1M

4.44% more ownership

Funds ownership: 60.91%65.35% (+4.4%)

1% more funds holding

Funds holding: 636643 (+7)

4% less capital invested

Capital invested by funds: $7.02B → $6.73B (-$287M)

Holders
643
Holders Change
+7
Holders Change %
+1.1%
% of All Funds
8.62%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
92
Increased
264
Reduced
202
Closed
81
Calls
$46.7M
Puts
$42.1M
Net Calls
+$4.59M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
326
Independent Advisor Alliance
North Carolina
$576K +$49.3K +1,463 +9%
Public Employees Retirement Association of Colorado
327
Public Employees Retirement Association of Colorado
Colorado
$573K
KIA
328
Knollwood Investment Advisory
Maryland
$572K
TI
329
Tidal Investments
Wisconsin
$568K +$140K +4,146 +33%
CG
330
Caprock Group
Idaho
$567K +$560K +16,622 New
Allspring Global Investments
331
Allspring Global Investments
North Carolina
$563K +$279K +8,290 +97%
FBT
332
First Bankers Trust
Kentucky
$553K -$71.8K -2,130 -12%
CIBC World Market
333
CIBC World Market
Ontario, Canada
$551K +$212K +6,275 +63%
AAM
334
Aureus Asset Management
Massachusetts
$550K -$374K -11,097 -41%
DT
335
Diversified Trust
Tennessee
$545K -$73.3K -2,174 -12%
WS
336
Wedbush Securities
California
$543K +$15.2K +452 +3%
AA
337
Ancora Advisors
Ohio
$540K +$313K +9,273 +139%
LFG
338
Larson Financial Group
Missouri
$539K +$248K +7,344 +86%
SA
339
SRN Advisors
Pennsylvania
$537K -$16.3K -484 -3%
BTW
340
Boston Trust Walden
Massachusetts
$535K -$2.8M -83,055 -84%
O
341
Ossiam
France
$533K -$515K -15,288 -49%
OPERF
342
Oregon Public Employees Retirement Fund
Oregon
$531K +$337 +10 +0.1%
Carson Wealth (CWM LLC)
343
Carson Wealth (CWM LLC)
Nebraska
$528K +$258K +7,662 +97%
TFA
344
Toth Financial Advisory
Virginia
$522K -$91.9K -2,727 -15%
WP
345
Woodline Partners
California
$522K +$150K +4,449 +41%
SCA
346
Sippican Capital Advisors
Massachusetts
$518K +$11.8K +350 +2%
GWP
347
Gen-Wealth Partners
Michigan
$515K +$78.8K +2,337 +18%
LWCFA
348
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$510K -$34 -1 -0%
HIP
349
HUB Investment Partners
Texas
$509K -$70.1K -2,079 -12%
IFU
350
iSAM Funds (UK)
United Kingdom
$503K +$166K +4,922 +50%

BF.B Hedge Fund Activity: Q1 2025 in Review

643 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q1 2025, worth a combined $6.73B — down 4.1% from $7.02B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new BF.B positions and 81 closed out — a net gain of 11 holders — while 264 added to existing stakes and 202 trimmed.

The largest buyer was Bank of America, adding an estimated $101M. The largest seller was Lazard Asset Management, cutting an estimated $94.5M.

  • 643 institutional investors held Brown-Forman Class B (BF.B) as of Q1 2025, up from 636 in Q4 2024.
  • Funds reported $6.73B of Brown-Forman Class B stock for Q1 2025, down 4.1% quarter-over-quarter.
  • 92 funds opened new Brown-Forman Class B positions in Q1 2025 and 81 closed out, a net change of +11 holders.
  • The largest Brown-Forman Class B buyer in Q1 2025 was Bank of America, an estimated $101M added.
  • The largest Brown-Forman Class B seller in Q1 2025 was Lazard Asset Management, an estimated $94.5M sold.

Based on aggregated 13F filings for Q1 2025.