BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

624 hedge funds and large institutions have $5.29B invested in Brown-Forman Class B in 2025 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 238 increasing their positions, 209 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
-5
Holders Change %
-0.79%
% of All Funds
8.37%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
95
Increased
238
Reduced
209
Closed
91
Calls
$29.9M
Puts
$56.8M
Net Calls
-$26.8M
Net Calls Change
-$31.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$276M
2
EIC
Equity Investment Corp
Georgia
$90.1M
3
Citadel Advisors
Citadel Advisors
Florida
$95.4M
4
BCIM
Black Creek Investment Management
Ontario, Canada
$99.6M
5
Invesco
Invesco
Georgia
$189M

Top Sellers

1
Fundsmith LLP
Fundsmith LLP
United Kingdom
$0
2
VanEck Associates
VanEck Associates
New York
$28.4M
3
FIS
Fundsmith Investment Services
Mauritius
$0
4
CIP
Champlain Investment Partners
Vermont
$0
5
Wellington Management Group
Wellington Management Group
Massachusetts
$70.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
351
Bragg Financial Advisors
North Carolina
$390K -$76.3K -2,836 -16%
IGAM
352
iA Global Asset Management
Quebec, Canada
$389K +$389K +14,473 New
TRSOTSOK
353
Teachers Retirement System of the State of Kentucky
Kentucky
$385K +$7.26K +270 +2%
KFGK
354
Keystone Financial Group (Kentucky)
Kentucky
$380K +$51.3K +1,905 +16%
CI Investments Inc
355
CI Investments Inc
Ontario, Canada
$379K +$11K +408 +3%
GWP
356
Gen-Wealth Partners
Michigan
$377K -$31.1K -1,157 -8%
LCWP
357
Legacy Capital Wealth Partners
Arkansas
$377K +$377K +14,009 New
GI
358
GAMCO Investors
Connecticut
$376K +$5.38K +200 +1%
Macquarie Group
359
Macquarie Group
Australia
$376K -$126K -4,680 -25%
PAS
360
Park Avenue Securities
New York
$369K -$3.88K -144 -1%
CA
361
Clearstead Advisors
Ohio
$367K +$6.35K +236 +2%
KAS
362
KPP Advisory Services
Kentucky
$366K +$366K +13,584 New
JFL
363
Jarislowsky, Fraser Ltd
Quebec, Canada
$365K – – –
Public Sector Pension Investment Board (PSP Investments)
364
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$365K -$296K -11,016 -45%
OSAM
365
O'Shaughnessy Asset Management
Connecticut
$364K +$152K +5,641 +72%
Focus Partners Wealth
366
Focus Partners Wealth
Massachusetts
$356K +$62.8K +2,333 +21%
AIP
367
Ameritas Investment Partners
Nebraska
$355K -$5.54K -206 -2%
PIM
368
Penobscot Investment Management
Massachusetts
$352K +$18.2K +675 +5%
AI
369
Atria Investments
North Carolina
$351K +$121K +4,514 +53%
ZIM
370
Zacks Investment Management
Illinois
$345K +$345K +12,818 New
MSU
371
Mizuho Securities USA
New York
$339K -$53.6K -1,993 -14%
Carson Wealth (CWM LLC)
372
Carson Wealth (CWM LLC)
Nebraska
$338K -$80.6K -2,997 -19%
MP
373
McDonald Partners
Ohio
$337K -$23.2K -862 -6%
Allianz Asset Management
374
Allianz Asset Management
Germany
$334K -$288K -10,720 -46%
OP
375
ORG Partners
Indiana
$334K +$334K +11,928 New
13 14
15
16 17