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Brown-Forman Class B

630 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, 211 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
630
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
Kovitz Investment Group Partners
326
Kovitz Investment Group Partners
Illinois
$478K
EMPI
327
Elo Mutual Pension Insurance
Finland
$476K
KBC Group
328
KBC Group
Belgium
$475K
CWR
329
Chico Wealth RIA
California
$472K
FFA
330
First Foundation Advisors
California
$467K
BAM
331
Belpointe Asset Management
Nevada
$462K
GXJ
332
Global X Japan
Japan
$459K
Allspring Global Investments
333
Allspring Global Investments
North Carolina
$459K
IWC
334
Integrated Wealth Concepts
Massachusetts
$459K
Public Employees Retirement Association of Colorado
335
Public Employees Retirement Association of Colorado
Colorado
$455K
KIA
336
Knollwood Investment Advisory
Maryland
$453K
SA
337
SRN Advisors
Pennsylvania
$451K
A
338
AlphaQuest
New York
$450K
BG
339
Bahl & Gaynor
Ohio
$449K
AA
340
Ancora Advisors
Ohio
$434K
OCBCO
341
Oversea-Chinese Banking Corp (OCBC)
Singapore
$433K
OPERF
342
Oregon Public Employees Retirement Fund
Oregon
$423K
IAA
343
Independent Advisor Alliance
North Carolina
$423K
Rafferty Asset Management
344
Rafferty Asset Management
New York
$415K
SCA
345
Sippican Capital Advisors
Massachusetts
$415K
LOAMS
346
Lombard Odier Asset Management (Switzerland)
Switzerland
$412K
BTW
347
Boston Trust Walden
Massachusetts
$408K
P
348
Pitcairn
Pennsylvania
$405K
ISL
349
Ingalls & Snyder LLC
New York
$403K
Cambridge Investment Research Advisors
350
Cambridge Investment Research Advisors
Iowa
$403K