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Brown-Forman Class B

633 hedge funds and large institutions have $5.3B invested in Brown-Forman Class B in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 239 increasing their positions, 212 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

20% less capital invested

Capital invested by funds: $6.65B → $5.3B (-$1.35B)

47% less call options, than puts

Call options by funds: $29.9M | Put options by funds: $56.8M

Holders
633
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
$29.9M
Puts
$56.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MP
376
McDonald Partners
Ohio
$337K
TPSF
377
Texas Permanent School Fund
Texas
$336K
Allianz Asset Management
378
Allianz Asset Management
Germany
$334K
OP
379
ORG Partners
Indiana
$334K
TFA
380
Toth Financial Advisory
Virginia
$331K
VA
381
Vident Advisory
Georgia
$329K
Lido Advisors
382
Lido Advisors
California
$321K
Nordea Investment Management
383
Nordea Investment Management
Sweden
$319K
UBP
384
Union Bancaire Privee
Switzerland
$317K
TCM
385
Tran Capital Management
California
$311K
ETC
386
Exchange Traded Concepts
Oklahoma
$310K
PTC
387
Private Trust Company
Ohio
$307K
VV
388
Verity & Verity
South Carolina
$307K
APW
389
Aventura Private Wealth
Florida
$305K
SW
390
SlateStone Wealth
Florida
$300K
KRS
391
Kentucky Retirement Systems
Kentucky
$297K
HIMCH
392
Hartford Investment Management Co (HIMCO)
Connecticut
$292K
LJAC
393
L.J. Altfest & Co
New York
$288K
SWA
394
Sax Wealth Advisors
New Jersey
$286K
NIM
395
Northeast Investment Management
Massachusetts
$285K
ACM
396
Advisors Capital Management
New Jersey
$282K
NB
397
Norinchukin Bank
Japan
$280K
TSS
398
Two Sigma Securities
New York
$279K
SG Americas Securities
399
SG Americas Securities
New York
$277K
DC
400
Davenport & Co
Virginia
$277K