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Brown-Forman Class B

630 hedge funds and large institutions have $5.3B invested in Brown-Forman Class B in 2025 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 238 increasing their positions, 211 reducing their positions, and 91 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
630
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
LWCFA
351
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$397K
BFA
352
Bragg Financial Advisors
North Carolina
$390K
IGAM
353
iA Global Asset Management
Quebec, Canada
$389K
TRSOTSOK
354
Teachers Retirement System of the State of Kentucky
Kentucky
$385K
KFGK
355
Keystone Financial Group (Kentucky)
Kentucky
$380K
CI Investments Inc
356
CI Investments Inc
Ontario, Canada
$379K
GWP
357
Gen-Wealth Partners
Michigan
$377K
LCWP
358
Legacy Capital Wealth Partners
Arkansas
$377K
GI
359
GAMCO Investors
Connecticut
$376K
Macquarie Group
360
Macquarie Group
Australia
$376K
PAS
361
Park Avenue Securities
New York
$369K
CA
362
Clearstead Advisors
Ohio
$367K
KAS
363
KPP Advisory Services
Kentucky
$366K
JFL
364
Jarislowsky, Fraser Ltd
Quebec, Canada
$365K
Public Sector Pension Investment Board (PSP Investments)
365
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$365K
OSAM
366
O'Shaughnessy Asset Management
Connecticut
$364K
Focus Partners Wealth
367
Focus Partners Wealth
Massachusetts
$356K
AIP
368
Ameritas Investment Partners
Nebraska
$355K
PIM
369
Penobscot Investment Management
Massachusetts
$352K
AI
370
Atria Investments
North Carolina
$351K
ZIM
371
Zacks Investment Management
Illinois
$345K
MSU
372
Mizuho Securities USA
New York
$339K
Carson Wealth (CWM LLC)
373
Carson Wealth (CWM LLC)
Nebraska
$338K
MP
374
McDonald Partners
Ohio
$337K
TPSF
375
Texas Permanent School Fund
Texas
$336K