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Brown-Forman Class B

643 hedge funds and large institutions have $6.73B invested in Brown-Forman Class B in 2025 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 264 increasing their positions, 202 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

31% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 202

14% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 81

11% more call options, than puts

Call options by funds: $46.7M | Put options by funds: $42.1M

4.44% more ownership

Funds ownership: 60.91%65.35% (+4.4%)

1% more funds holding

Funds holding: 636643 (+7)

4% less capital invested

Capital invested by funds: $7.02B → $6.73B (-$287M)

Holders
643
Holders Change
+7
Holders Change %
+1.1%
% of All Funds
8.62%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
92
Increased
264
Reduced
202
Closed
81
Calls
$46.7M
Puts
$42.1M
Net Calls
+$4.59M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
PIM
376
Penobscot Investment Management
Massachusetts
$422K +$47.2K +1,400 +13%
SLAM
377
Swiss Life Asset Management
$421K +$170K +5,050 +69%
AC
378
AXQ Capital
New Jersey
$418K +$35K +1,037 +9%
PMAM
379
Penn Mutual Asset Management
Pennsylvania
$417K +$128K +3,800 +45%
BAMF
380
BI Asset Management Fondsmaeglerselskab
Denmark
$415K +$116K +3,446 +39%
KFGK
381
Keystone Financial Group (Kentucky)
Kentucky
$415K +$132K +3,923 +47%
LIM
382
Longfellow Investment Management
Massachusetts
$411K +$408K +12,104 +60,520%
Canada Pension Plan Investment Board
383
Canada Pension Plan Investment Board
Ontario, Canada
$409K -$562K -16,681 -58%
Nordea Investment Management
384
Nordea Investment Management
Sweden
$407K +$1.82K +54 +0.5%
BP
385
Ballentine Partners
Massachusetts
$405K +$402K +11,924 New
PMFA
386
Plante Moran Financial Advisors
Michigan
$404K -$15.7K -467 -4%
LJAC
387
L.J. Altfest & Co
New York
$399K
KRS
388
Kentucky Retirement Systems
Kentucky
$399K -$28.2K -837 -7%
TRCT
389
Tower Research Capital (TRC)
New York
$397K -$708K -21,015 -64%
AWA
390
Arkadios Wealth Advisors
Georgia
$397K -$45.7K -1,357 -10%
TCM
391
Tran Capital Management
California
$393K
P
392
Pitcairn
Pennsylvania
$385K +$198K +5,883 +108%
APW
393
Aventura Private Wealth
Florida
$385K
SW
394
SlateStone Wealth
Florida
$383K +$72.5K +2,150 +24%
GI
395
GAMMA Investing
California
$381K +$208K +6,184 +123%
HIMCH
396
Hartford Investment Management Co (HIMCO)
Connecticut
$378K +$1.11K +33 +0.3%
NP
397
NorthRock Partners
Minnesota
$374K +$20.2K +598 +6%
ACM
398
Advisors Capital Management
New Jersey
$372K +$13.6K +402 +4%
Focus Partners Wealth
399
Focus Partners Wealth
Massachusetts
$370K -$68.4K -2,029 -16%
SC
400
Sawyer & Company
Massachusetts
$369K -$12.9K -384 -3%

BF.B Hedge Fund Activity: Q1 2025 in Review

643 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q1 2025, worth a combined $6.73B — down 4.1% from $7.02B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new BF.B positions and 81 closed out — a net gain of 11 holders — while 264 added to existing stakes and 202 trimmed.

The largest buyer was Bank of America, adding an estimated $101M. The largest seller was Lazard Asset Management, cutting an estimated $94.5M.

  • 643 institutional investors held Brown-Forman Class B (BF.B) as of Q1 2025, up from 636 in Q4 2024.
  • Funds reported $6.73B of Brown-Forman Class B stock for Q1 2025, down 4.1% quarter-over-quarter.
  • 92 funds opened new Brown-Forman Class B positions in Q1 2025 and 81 closed out, a net change of +11 holders.
  • The largest Brown-Forman Class B buyer in Q1 2025 was Bank of America, an estimated $101M added.
  • The largest Brown-Forman Class B seller in Q1 2025 was Lazard Asset Management, an estimated $94.5M sold.

Based on aggregated 13F filings for Q1 2025.