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Brown-Forman Class B

614 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, 205 increasing their positions, 235 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:

3% less funds holding

Funds holding: 632614 (-18)

13% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 235

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
614
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
UCFA
351
United Capital Financial Advisors
Texas
$352K
Credit Agricole
352
Credit Agricole
France
$349K
MCM
353
MAI Capital Management
Ohio
$348K
Nordea Investment Management
354
Nordea Investment Management
Sweden
$347K
Allianz Asset Management
355
Allianz Asset Management
Germany
$340K
GCP
356
GSA Capital Partners
United Kingdom
$337K
AssetMark Inc
357
AssetMark Inc
California
$336K
AI
358
Atria Investments
North Carolina
$334K
ISL
359
Ingalls & Snyder LLC
New York
$334K
Simplex Trading
360
Simplex Trading
Illinois
$334K
NA
361
NewEdge Advisors
Louisiana
$333K
PIM
362
Penobscot Investment Management
Massachusetts
$332K
Macquarie Group
363
Macquarie Group
Australia
$330K
VSQM
364
V-Square Quantitative Management
Illinois
$329K
TCM
365
Tran Capital Management
California
$313K
BFA
366
Bragg Financial Advisors
North Carolina
$313K
PTC
367
Private Trust Company
Ohio
$310K
APW
368
Aventura Private Wealth
Florida
$307K
VV
369
Verity & Verity
South Carolina
$305K
SW
370
SlateStone Wealth
Florida
$305K
HFS
371
Hantz Financial Services
Michigan
$300K
Kovitz Investment Group Partners
372
Kovitz Investment Group Partners
Illinois
$296K
NWMG
373
National Wealth Management Group
Ohio
$295K
LJAC
374
L.J. Altfest & Co
New York
$290K
Lido Advisors
375
Lido Advisors
California
$287K