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Brown-Forman Class B

643 hedge funds and large institutions have $6.73B invested in Brown-Forman Class B in 2025 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 264 increasing their positions, 202 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

31% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 202

14% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 81

11% more call options, than puts

Call options by funds: $46.7M | Put options by funds: $42.1M

4.44% more ownership

Funds ownership: 60.91%65.35% (+4.4%)

1% more funds holding

Funds holding: 636643 (+7)

4% less capital invested

Capital invested by funds: $7.02B → $6.73B (-$287M)

Holders
643
Holders Change
+7
Holders Change %
+1.1%
% of All Funds
8.62%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
92
Increased
264
Reduced
202
Closed
81
Calls
$46.7M
Puts
$42.1M
Net Calls
+$4.59M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
CCIA
351
Campbell & Co Investment Adviser
Maryland
$501K -$1.19M -35,337 -71%
AIS
352
AM Investment Strategies
Tennessee
$500K +$497K +14,733 New
Cambridge Investment Research Advisors
353
Cambridge Investment Research Advisors
Iowa
$495K +$111K +3,294 +29%
MSU
354
Mizuho Securities USA
New York
$495K -$90.3K -2,678 -16%
Lido Advisors
355
Lido Advisors
California
$494K +$119K +3,518 +32%
SA
356
Sanctuary Advisors
Indiana
$494K -$91.4K -2,712 -16%
GCM
357
Graham Capital Management
Connecticut
$492K +$489K +14,507 New
Jane Street
358
Jane Street
New York
$490K -$21.3M -631,537 -98%
PFS
359
Prospera Financial Services
Texas
$488K +$206K +6,126 +74%
PTC
360
Private Trust Company
Ohio
$479K -$17.4K -516 -4%
TRSOTSOK
361
Teachers Retirement System of the State of Kentucky
Kentucky
$477K +$11.6K +344 +3%
RC
362
Rovin Capital
Arizona
$471K +$55.2K +1,639 +13%
PAS
363
Park Avenue Securities
New York
$470K +$467K +13,855 New
GI
364
GAMCO Investors
Connecticut
$467K -$23.6K -700 -5%
CI Investments Inc
365
CI Investments Inc
Ontario, Canada
$464K +$47.2K +1,399 +11%
JFL
366
Jarislowsky, Fraser Ltd
Quebec, Canada
$461K -$270K -8,000 -37%
AIP
367
Ameritas Investment Partners
Nebraska
$455K +$82.6K +2,450 +22%
CA
368
Clearstead Advisors
Ohio
$454K
LA
369
LM Advisors
California
$454K +$451K +13,384 New
MP
370
McDonald Partners
Ohio
$454K -$396K -11,736 -47%
DC
371
Davenport & Co
Virginia
$453K -$712K -21,136 -61%
OAM
372
Oxford Asset Management
United Kingdom
$447K -$155K -4,608 -26%
CCM
373
Coldstream Capital Management
Washington
$431K +$136K +4,025 +46%
Rafferty Asset Management
374
Rafferty Asset Management
New York
$426K -$110K -3,257 -21%
P
375
&Partners
Tennessee
$424K +$35.1K +1,040 +9%

BF.B Hedge Fund Activity: Q1 2025 in Review

643 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q1 2025, worth a combined $6.73B — down 4.1% from $7.02B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new BF.B positions and 81 closed out — a net gain of 11 holders — while 264 added to existing stakes and 202 trimmed.

The largest buyer was Bank of America, adding an estimated $101M. The largest seller was Lazard Asset Management, cutting an estimated $94.5M.

  • 643 institutional investors held Brown-Forman Class B (BF.B) as of Q1 2025, up from 636 in Q4 2024.
  • Funds reported $6.73B of Brown-Forman Class B stock for Q1 2025, down 4.1% quarter-over-quarter.
  • 92 funds opened new Brown-Forman Class B positions in Q1 2025 and 81 closed out, a net change of +11 holders.
  • The largest Brown-Forman Class B buyer in Q1 2025 was Bank of America, an estimated $101M added.
  • The largest Brown-Forman Class B seller in Q1 2025 was Lazard Asset Management, an estimated $94.5M sold.

Based on aggregated 13F filings for Q1 2025.