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Brown-Forman Class B

621 hedge funds and large institutions have $6.05B invested in Brown-Forman Class B in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 210 increasing their positions, 236 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:

2% less funds holding

Funds holding: 635621 (-14)

11% less repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 236

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
621
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

Top Buyers

1 +$362M
2 +$146M
3 +$70.7M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$59.9M
5
UBS Group
UBS Group
Switzerland
+$51.9M
Name Holding Trade Value Shares
Change
Change in
Stake
NIM
351
NEOS Investment Management
Connecticut
$360K
GI
352
GAMCO Investors
Connecticut
$360K
JFL
353
Jarislowsky, Fraser Ltd
Quebec, Canada
$354K
UCFA
354
United Capital Financial Advisors
Texas
$352K
Credit Agricole
355
Credit Agricole
France
$349K
MCM
356
MAI Capital Management
Ohio
$348K
Nordea Investment Management
357
Nordea Investment Management
Sweden
$347K
Allianz Asset Management
358
Allianz Asset Management
Germany
$340K
GCP
359
GSA Capital Partners
United Kingdom
$337K
AssetMark Inc
360
AssetMark Inc
California
$336K
AI
361
Atria Investments
North Carolina
$334K
ISL
362
Ingalls & Snyder LLC
New York
$334K
Simplex Trading
363
Simplex Trading
Illinois
$334K
NA
364
NewEdge Advisors
Louisiana
$333K
PIM
365
Penobscot Investment Management
Massachusetts
$332K
Macquarie Group
366
Macquarie Group
Australia
$330K
VSQM
367
V-Square Quantitative Management
Illinois
$329K
TCM
368
Tran Capital Management
California
$313K
BFA
369
Bragg Financial Advisors
North Carolina
$313K
PTC
370
Private Trust Company
Ohio
$310K
APW
371
Aventura Private Wealth
Florida
$307K
VV
372
Verity & Verity
South Carolina
$305K
SW
373
SlateStone Wealth
Florida
$305K
HFS
374
Hantz Financial Services
Michigan
$300K
Kovitz Investment Group Partners
375
Kovitz Investment Group Partners
Illinois
$296K