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Brown-Forman Class B

575 hedge funds and large institutions have $5.35B invested in Brown-Forman Class B in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 178 increasing their positions, 238 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

17% less capital invested

Capital invested by funds: $6.43B → $5.35B (-$1.08B)

25% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 238

38% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 119

Holders
575
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29.4M
Puts
$20.3M
Net Calls
Net Calls Change

Top Sellers

1 -$346M
2 -$79.3M
3 -$65.7M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$45.4M
5
UBS AM
UBS AM
Illinois
-$42.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
351
Advisortrust Partners
North Carolina
$251K
C
352
Certuity
Florida
$248K
PIM
353
Penobscot Investment Management
Massachusetts
$248K
NP
354
NorthRock Partners
Minnesota
$244K
ISL
355
Ingalls & Snyder LLC
New York
$242K
AA
356
Ancora Advisors
Ohio
$238K
Aberdeen Group
357
Aberdeen Group
United Kingdom
$238K
LCM
358
LVM Capital Management
Michigan
$235K
HCM
359
Howland Capital Management
Massachusetts
$233K
Rockefeller Capital Management
360
Rockefeller Capital Management
New York
$233K
CGIM
361
Cannon Global Investment Management
Florida
$233K
FIA
362
Foundations Investment Advisors
Arizona
$233K
TCM
363
Tufton Capital Management
Maryland
$232K
CJ
364
Caitlin John
Michigan
$230K
LSERS
365
Louisiana State Employees Retirement System
Louisiana
$230K
SWRP
366
Summit Wealth & Retirement Planning
California
$229K
BFA
367
Bragg Financial Advisors
North Carolina
$228K
DC
368
Davenport & Co
Virginia
$225K
RWM
369
Revisor Wealth Management
Ohio
$224K
HWM
370
HB Wealth Management
Georgia
$223K
SIS
371
Sound Income Strategies
Florida
$221K
PFM
372
Patton Fund Management
Texas
$217K
IAN
373
Integrated Advisors Network
Texas
$216K
NMERB
374
New Mexico Educational Retirement Board
New Mexico
$215K
Wealthfront Advisers
375
Wealthfront Advisers
California
$214K