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Brown-Forman Class B

621 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, 210 increasing their positions, 236 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:

2% less funds holding

Funds holding: 635621 (-14)

11% less repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 236

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
621
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

Top Buyers

1 +$362M
2 +$146M
3 +$70.7M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$59.9M
5
UBS Group
UBS Group
Switzerland
+$51.9M
Name Holding Trade Value Shares
Change
Change in
Stake
ETC
326
Exchange Traded Concepts
Oklahoma
$449K
KIA
327
Knollwood Investment Advisory
Maryland
$446K
KFGK
328
Keystone Financial Group (Kentucky)
Kentucky
$445K
BG
329
Bahl & Gaynor
Ohio
$444K
M&T Bank
330
M&T Bank
New York
$443K
OCBCO
331
Oversea-Chinese Banking Corp (OCBC)
Singapore
$436K
NW
332
NewEdge Wealth
Pennsylvania
$428K
Mackenzie Financial
333
Mackenzie Financial
Ontario, Canada
$427K
SCA
334
Sippican Capital Advisors
Massachusetts
$425K
BST
335
Bath Savings Trust
Maine
$417K
LOAMS
336
Lombard Odier Asset Management (Switzerland)
Switzerland
$409K
Rafferty Asset Management
337
Rafferty Asset Management
New York
$406K
BTW
338
Boston Trust Walden
Massachusetts
$405K
IWC
339
Integrated Wealth Concepts
Massachusetts
$404K
Public Sector Pension Investment Board (PSP Investments)
340
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$390K
TRSOTSOK
341
Teachers Retirement System of the State of Kentucky
Kentucky
$388K
MSU
342
Mizuho Securities USA
New York
$384K
EGM
343
Engineers Gate Manager
New York
$384K
SRL
344
Scientech Research LLC
New Jersey
$383K
CCM
345
Coldstream Capital Management
Washington
$380K
LCWP
346
Legacy Capital Wealth Partners
Arkansas
$379K
CI Investments Inc
347
CI Investments Inc
Ontario, Canada
$375K
CA
348
Clearstead Advisors
Ohio
$374K
OAM
349
Oxford Asset Management
United Kingdom
$371K
PAS
350
Park Avenue Securities
New York
$365K