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Brown-Forman Class B

610 hedge funds and large institutions have $6.01B invested in Brown-Forman Class B in 2025 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 204 increasing their positions, 233 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:

3% less funds holding

Funds holding: 629610 (-19)

12% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 233

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
610
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
MCM
351
MAI Capital Management
Ohio
$348K
Nordea Investment Management
352
Nordea Investment Management
Sweden
$347K
Allianz Asset Management
353
Allianz Asset Management
Germany
$340K
GCP
354
GSA Capital Partners
United Kingdom
$337K
AssetMark Inc
355
AssetMark Inc
California
$336K
AI
356
Atria Investments
North Carolina
$334K
ISL
357
Ingalls & Snyder LLC
New York
$334K
Simplex Trading
358
Simplex Trading
Illinois
$334K
NA
359
NewEdge Advisors
Louisiana
$333K
PIM
360
Penobscot Investment Management
Massachusetts
$332K
Macquarie Group
361
Macquarie Group
Australia
$330K
VSQM
362
V-Square Quantitative Management
Illinois
$329K
TCM
363
Tran Capital Management
California
$313K
BFA
364
Bragg Financial Advisors
North Carolina
$313K
PTC
365
Private Trust Company
Ohio
$310K
VV
366
Verity & Verity
South Carolina
$305K
SW
367
SlateStone Wealth
Florida
$305K
HFS
368
Hantz Financial Services
Michigan
$300K
Kovitz Investment Group Partners
369
Kovitz Investment Group Partners
Illinois
$296K
NWMG
370
National Wealth Management Group
Ohio
$295K
LJAC
371
L.J. Altfest & Co
New York
$290K
Lido Advisors
372
Lido Advisors
California
$287K
TFA
373
Toth Financial Advisory
Virginia
$279K
HIMCH
374
Hartford Investment Management Co (HIMCO)
Connecticut
$277K
OAC
375
OMERS Administration Corp
Ontario, Canada
$276K