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Brown-Forman Class B

625 hedge funds and large institutions have $6.42B invested in Brown-Forman Class B in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 202 increasing their positions, 246 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: 619625 (+6)

18% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 246

19% less call options, than puts

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

Holders
625
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
LJAC
376
L.J. Altfest & Co
New York
$280K
NA
377
NewEdge Advisors
Louisiana
$280K
AC
378
AlphaCore Capital
California
$270K
NB
379
Norinchukin Bank
Japan
$270K
SCM
380
Sone Capital Management
New York
$268K
AI
381
Atria Investments
North Carolina
$268K
BFA
382
Bragg Financial Advisors
North Carolina
$267K
HIMCH
383
Hartford Investment Management Co (HIMCO)
Connecticut
$267K
OAC
384
OMERS Administration Corp
Ontario, Canada
$266K
PCS
385
Personal CFO Solutions
New Jersey
$263K
PIM
386
Penobscot Investment Management
Massachusetts
$262K
Walleye Capital
387
Walleye Capital
New York
$257K
ETC
388
Exchange Traded Concepts
Oklahoma
$257K
SL
389
Summitry LLC
California
$255K
C
390
Certuity
Florida
$254K
DEA
391
DoubleLine ETF Adviser
Florida
$253K
VA
392
Vident Advisory
Georgia
$249K
KRS
393
Kentucky Retirement Systems
Kentucky
$242K
KBC Group
394
KBC Group
Belgium
$240K
VV
395
Verity & Verity
South Carolina
$239K
ISL
396
Ingalls & Snyder LLC
New York
$238K
RWM
397
Revisor Wealth Management
Ohio
$237K
Northwestern Mutual Wealth Management
398
Northwestern Mutual Wealth Management
Wisconsin
$237K
AA
399
Ancora Advisors
Ohio
$235K
LSERS
400
Louisiana State Employees Retirement System
Louisiana
$235K