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Brown-Forman Class B

615 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, 206 increasing their positions, 235 reducing their positions, and 89 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: 633615 (-18)

12% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 235

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
615
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
JFL
351
Jarislowsky, Fraser Ltd
Quebec, Canada
$354K
UCFA
352
United Capital Financial Advisors
Texas
$352K
Credit Agricole
353
Credit Agricole
France
$349K
MCM
354
MAI Capital Management
Ohio
$348K
Nordea Investment Management
355
Nordea Investment Management
Sweden
$347K
Allianz Asset Management
356
Allianz Asset Management
Germany
$340K
GCP
357
GSA Capital Partners
United Kingdom
$337K
AssetMark Inc
358
AssetMark Inc
California
$336K
AI
359
Atria Investments
North Carolina
$334K
ISL
360
Ingalls & Snyder LLC
New York
$334K
Simplex Trading
361
Simplex Trading
Illinois
$334K
NA
362
NewEdge Advisors
Louisiana
$333K
PIM
363
Penobscot Investment Management
Massachusetts
$332K
Macquarie Group
364
Macquarie Group
Australia
$330K
VSQM
365
V-Square Quantitative Management
Illinois
$329K
TCM
366
Tran Capital Management
California
$313K
BFA
367
Bragg Financial Advisors
North Carolina
$313K
PTC
368
Private Trust Company
Ohio
$310K
APW
369
Aventura Private Wealth
Florida
$307K
VV
370
Verity & Verity
South Carolina
$305K
SW
371
SlateStone Wealth
Florida
$305K
HFS
372
Hantz Financial Services
Michigan
$300K
Kovitz Investment Group Partners
373
Kovitz Investment Group Partners
Illinois
$296K
NWMG
374
National Wealth Management Group
Ohio
$295K
LJAC
375
L.J. Altfest & Co
New York
$290K