BF.B icon

Brown-Forman Class B

633 hedge funds and large institutions have $5.3B invested in Brown-Forman Class B in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 239 increasing their positions, 212 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

20% less capital invested

Capital invested by funds: $6.65B → $5.3B (-$1.35B)

47% less call options, than puts

Call options by funds: $29.9M | Put options by funds: $56.8M

Holders
633
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
$29.9M
Puts
$56.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
351
Cambridge Investment Research Advisors
Iowa
$403K
GI
352
GAMMA Investing
California
$400K
LWCFA
353
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$397K
BFA
354
Bragg Financial Advisors
North Carolina
$390K
IGAM
355
iA Global Asset Management
Quebec, Canada
$389K
TRSOTSOK
356
Teachers Retirement System of the State of Kentucky
Kentucky
$385K
KFGK
357
Keystone Financial Group (Kentucky)
Kentucky
$380K
CI Investments Inc
358
CI Investments Inc
Ontario, Canada
$379K
GWP
359
Gen-Wealth Partners
Michigan
$377K
LCWP
360
Legacy Capital Wealth Partners
Arkansas
$377K
GI
361
GAMCO Investors
Connecticut
$376K
Macquarie Group
362
Macquarie Group
Australia
$376K
PAS
363
Park Avenue Securities
New York
$369K
CA
364
Clearstead Advisors
Ohio
$367K
KAS
365
KPP Advisory Services
Kentucky
$366K
JFL
366
Jarislowsky, Fraser Ltd
Quebec, Canada
$365K
Public Sector Pension Investment Board (PSP Investments)
367
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$365K
OSAM
368
O'Shaughnessy Asset Management
Connecticut
$364K
Focus Partners Wealth
369
Focus Partners Wealth
Massachusetts
$356K
AIP
370
Ameritas Investment Partners
Nebraska
$355K
PIM
371
Penobscot Investment Management
Massachusetts
$352K
AI
372
Atria Investments
North Carolina
$351K
ZIM
373
Zacks Investment Management
Illinois
$345K
MSU
374
Mizuho Securities USA
New York
$339K
Carson Wealth (CWM LLC)
375
Carson Wealth (CWM LLC)
Nebraska
$338K