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Brown-Forman Class B

629 hedge funds and large institutions have $6.43B invested in Brown-Forman Class B in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 202 increasing their positions, 247 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

1% more funds holding

Funds holding: 621629 (+8)

18% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 247

19% less call options, than puts

Call options by funds: $29.7M | Put options by funds: $36.5M

Holders
629
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
$29.7M
Puts
$36.5M
Net Calls
Net Calls Change

Top Buyers

1 +$157M
2 +$81.6M
3 +$62.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$27.7M
5
UBS Group
UBS Group
Switzerland
+$26.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
351
Stephens Inc
Arkansas
$356K
GI
352
GAMCO Investors
Connecticut
$354K
VSQM
353
V-Square Quantitative Management
Illinois
$349K
HFS
354
Hantz Financial Services
Michigan
$347K
CCM
355
Coldstream Capital Management
Washington
$342K
QCG
356
Quadrant Capital Group
Ohio
$339K
Nordea Investment Management
357
Nordea Investment Management
Sweden
$338K
ANBT
358
American National Bank & Trust
Texas
$329K
Bank of Nova Scotia
359
Bank of Nova Scotia
Ontario, Canada
$322K
MFS
360
Mirabella Financial Services
United Kingdom
$321K
MCM
361
MAI Capital Management
Ohio
$321K
Wealthfront Advisers
362
Wealthfront Advisers
California
$315K
AC
363
Allstate Corporation
Illinois
$313K
PAS
364
Park Avenue Securities
New York
$310K
CFG
365
Citizens Financial Group
Rhode Island
$307K
GI
366
GAMMA Investing
California
$306K
GWP
367
Gen-Wealth Partners
Michigan
$303K
TCM
368
Tran Capital Management
California
$302K
VFA
369
Valeo Financial Advisors
Indiana
$301K
RC
370
Rovin Capital
Arizona
$301K
CGH
371
Crossmark Global Holdings
Texas
$301K
IIM
372
INTECH Investment Management
Florida
$298K
1832 Asset Management
373
1832 Asset Management
Ontario, Canada
$293K
APW
374
Aventura Private Wealth
Florida
$293K
PTC
375
Private Trust Company
Ohio
$293K