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Brown-Forman Class B

629 hedge funds and large institutions have $6.43B invested in Brown-Forman Class B in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 202 increasing their positions, 247 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

1% more funds holding

Funds holding: 621629 (+8)

18% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 247

19% less call options, than puts

Call options by funds: $29.7M | Put options by funds: $36.5M

Holders
629
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
$29.7M
Puts
$36.5M
Net Calls
Net Calls Change

Top Buyers

1 +$157M
2 +$81.6M
3 +$62.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$27.7M
5
UBS Group
UBS Group
Switzerland
+$26.8M
Name Holding Trade Value Shares
Change
Change in
Stake
NIM
326
NEOS Investment Management
Connecticut
$432K
BG
327
Bahl & Gaynor
Ohio
$427K
SOAM
328
SBI Okasan Asset Management
Japan
$423K
Canada Pension Plan Investment Board
329
Canada Pension Plan Investment Board
Ontario, Canada
$422K
SFA
330
Sequoia Financial Advisors
Ohio
$422K
SCA
331
Sippican Capital Advisors
Massachusetts
$422K
UCFA
332
United Capital Financial Advisors
Texas
$421K
PA
333
Probity Advisors
Texas
$409K
MOS
334
MGO One Seven
Ohio
$408K
CA
335
Commerzbank Aktiengesellschaft
Germany
$403K
Macquarie Group
336
Macquarie Group
Australia
$399K
OQS
337
Occudo Quantitative Strategies
Florida
$393K
Pacer Advisors
338
Pacer Advisors
Pennsylvania
$389K
BTW
339
Boston Trust Walden
Massachusetts
$387K
Rafferty Asset Management
340
Rafferty Asset Management
New York
$384K
William Blair & Company
341
William Blair & Company
Illinois
$384K
CDDEC
342
Caisse Des Depots Et Consignations
France
$382K
EGM
343
Engineers Gate Manager
New York
$379K
TRSOTSOK
344
Teachers Retirement System of the State of Kentucky
Kentucky
$373K
MSU
345
Mizuho Securities USA
New York
$372K
CA
346
Clearstead Advisors
Ohio
$371K
BCM
347
Bayesian Capital Management
New York
$370K
SWRP
348
Summit Wealth & Retirement Planning
California
$370K
DADC
349
D.A. Davidson & Co
Montana
$370K
LCWP
350
Legacy Capital Wealth Partners
Arkansas
$360K