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Brown-Forman Class B

633 hedge funds and large institutions have $5.3B invested in Brown-Forman Class B in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 239 increasing their positions, 212 reducing their positions, and 92 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
633
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
M&T Bank
326
M&T Bank
New York
$486K
Kovitz Investment Group Partners
327
Kovitz Investment Group Partners
Illinois
$478K
EMPI
328
Elo Mutual Pension Insurance
Finland
$476K
KBC Group
329
KBC Group
Belgium
$475K
CWR
330
Chico Wealth RIA
California
$472K
FFA
331
First Foundation Advisors
California
$467K
BAM
332
Belpointe Asset Management
Nevada
$462K
GXJ
333
Global X Japan
Japan
$459K
Allspring Global Investments
334
Allspring Global Investments
North Carolina
$459K
IWC
335
Integrated Wealth Concepts
Massachusetts
$459K
Public Employees Retirement Association of Colorado
336
Public Employees Retirement Association of Colorado
Colorado
$455K
KIA
337
Knollwood Investment Advisory
Maryland
$453K
SA
338
SRN Advisors
Pennsylvania
$451K
A
339
AlphaQuest
New York
$450K
BG
340
Bahl & Gaynor
Ohio
$449K
AA
341
Ancora Advisors
Ohio
$434K
OCBCO
342
Oversea-Chinese Banking Corp (OCBC)
Singapore
$433K
OPERF
343
Oregon Public Employees Retirement Fund
Oregon
$423K
IAA
344
Independent Advisor Alliance
North Carolina
$423K
Rafferty Asset Management
345
Rafferty Asset Management
New York
$415K
SCA
346
Sippican Capital Advisors
Massachusetts
$415K
LOAMS
347
Lombard Odier Asset Management (Switzerland)
Switzerland
$412K
BTW
348
Boston Trust Walden
Massachusetts
$408K
P
349
Pitcairn
Pennsylvania
$405K
ISL
350
Ingalls & Snyder LLC
New York
$403K