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Brown-Forman Class B

625 hedge funds and large institutions have $6.42B invested in Brown-Forman Class B in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 202 increasing their positions, 246 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: 619625 (+6)

18% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 246

19% less call options, than puts

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

Holders
625
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
HFS
351
Hantz Financial Services
Michigan
$347K
CCM
352
Coldstream Capital Management
Washington
$342K
QCG
353
Quadrant Capital Group
Ohio
$339K
Nordea Investment Management
354
Nordea Investment Management
Sweden
$338K
ANBT
355
American National Bank & Trust
Texas
$329K
Bank of Nova Scotia
356
Bank of Nova Scotia
Ontario, Canada
$322K
MFS
357
Mirabella Financial Services
United Kingdom
$321K
MCM
358
MAI Capital Management
Ohio
$321K
Wealthfront Advisers
359
Wealthfront Advisers
California
$315K
AC
360
Allstate Corporation
Illinois
$313K
PAS
361
Park Avenue Securities
New York
$310K
CFG
362
Citizens Financial Group
Rhode Island
$307K
GI
363
GAMMA Investing
California
$306K
GWP
364
Gen-Wealth Partners
Michigan
$303K
TCM
365
Tran Capital Management
California
$302K
VFA
366
Valeo Financial Advisors
Indiana
$301K
RC
367
Rovin Capital
Arizona
$301K
CGH
368
Crossmark Global Holdings
Texas
$301K
IIM
369
INTECH Investment Management
Florida
$298K
1832 Asset Management
370
1832 Asset Management
Ontario, Canada
$293K
APW
371
Aventura Private Wealth
Florida
$293K
PTC
372
Private Trust Company
Ohio
$293K
CPCM
373
Cardinal Point Capital Management
Ontario, Canada
$292K
SW
374
SlateStone Wealth
Florida
$291K
Lido Advisors
375
Lido Advisors
California
$289K