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Brown-Forman Class B

624 hedge funds and large institutions have $5.29B invested in Brown-Forman Class B in 2025 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 238 increasing their positions, 209 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
-5
Holders Change %
-0.79%
% of All Funds
8.37%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
95
Increased
238
Reduced
209
Closed
91
Calls
$29.9M
Puts
$56.8M
Net Calls
-$26.8M
Net Calls Change
-$31.4M
Name Holding Trade Value Shares
Change
Shares
Change %
TFA
376
Toth Financial Advisory
Virginia
$331K -$83.6K -3,105 -20%
VA
377
Vident Advisory
Georgia
$329K +$127K +4,708 +63%
Lido Advisors
378
Lido Advisors
California
$321K -$72.6K -2,670 -18%
Nordea Investment Management
379
Nordea Investment Management
Sweden
$319K +$1.72K +64 +0.5%
UBP
380
Union Bancaire Privee
Switzerland
$317K +$306K +11,690 +2,959%
TCM
381
Tran Capital Management
California
$311K
ETC
382
Exchange Traded Concepts
Oklahoma
$310K +$74.1K +2,753 +31%
PTC
383
Private Trust Company
Ohio
$307K -$72.9K -2,708 -19%
VV
384
Verity & Verity
South Carolina
$307K +$28.8K +1,072 +10%
SW
385
SlateStone Wealth
Florida
$300K -$3.85K -143 -1%
KRS
386
Kentucky Retirement Systems
Kentucky
$297K -$19.5K -723 -6%
HIMCH
387
Hartford Investment Management Co (HIMCO)
Connecticut
$292K -$8.02K -298 -3%
LJAC
388
L.J. Altfest & Co
New York
$288K -$28.3K -1,050 -9%
SWA
389
Sax Wealth Advisors
New Jersey
$286K +$2.48K +92 +0.9%
NIM
390
Northeast Investment Management
Massachusetts
$285K -$6.57K -244 -2%
ACM
391
Advisors Capital Management
New Jersey
$282K -$12.4K -459 -4%
NB
392
Norinchukin Bank
Japan
$280K +$13.1K +485 +5%
TSS
393
Two Sigma Securities
New York
$279K +$279K +10,362 New
SG Americas Securities
394
SG Americas Securities
New York
$277K -$1.32M -49,135 -83%
DC
395
Davenport & Co
Virginia
$277K -$82.3K -3,058 -23%
OAC
396
OMERS Administration Corp
Ontario, Canada
$275K -$2.31M -85,900 -89%
WIA
397
World Investment Advisors
California
$270K -$8.48K -315 -3%
CPC
398
Cookson Peirce & Co
Pennsylvania
$269K +$269K +10,000 New
CCM
399
Coldstream Capital Management
Washington
$265K -$76.4K -2,838 -22%
SCM
400
Sterling Capital Management
North Carolina
$265K +$6.78K +252 +3%