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Brown-Forman Class B

615 hedge funds and large institutions have $6.05B invested in Brown-Forman Class B in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 206 increasing their positions, 235 reducing their positions, and 89 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: 633615 (-18)

12% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 235

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
615
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
KFGK
326
Keystone Financial Group (Kentucky)
Kentucky
$445K
BG
327
Bahl & Gaynor
Ohio
$444K
M&T Bank
328
M&T Bank
New York
$443K
OCBCO
329
Oversea-Chinese Banking Corp (OCBC)
Singapore
$436K
NW
330
NewEdge Wealth
Pennsylvania
$428K
Mackenzie Financial
331
Mackenzie Financial
Ontario, Canada
$427K
SCA
332
Sippican Capital Advisors
Massachusetts
$425K
BST
333
Bath Savings Trust
Maine
$417K
LOAMS
334
Lombard Odier Asset Management (Switzerland)
Switzerland
$409K
Rafferty Asset Management
335
Rafferty Asset Management
New York
$406K
BTW
336
Boston Trust Walden
Massachusetts
$405K
IWC
337
Integrated Wealth Concepts
Massachusetts
$404K
Public Sector Pension Investment Board (PSP Investments)
338
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$390K
TRSOTSOK
339
Teachers Retirement System of the State of Kentucky
Kentucky
$388K
MSU
340
Mizuho Securities USA
New York
$384K
EGM
341
Engineers Gate Manager
New York
$384K
SRL
342
Scientech Research LLC
New Jersey
$383K
CCM
343
Coldstream Capital Management
Washington
$380K
LCWP
344
Legacy Capital Wealth Partners
Arkansas
$379K
CI Investments Inc
345
CI Investments Inc
Ontario, Canada
$375K
CA
346
Clearstead Advisors
Ohio
$374K
OAM
347
Oxford Asset Management
United Kingdom
$371K
PAS
348
Park Avenue Securities
New York
$365K
NIM
349
NEOS Investment Management
Connecticut
$360K
GI
350
GAMCO Investors
Connecticut
$360K