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Brown-Forman Class B

621 hedge funds and large institutions have $6.05B invested in Brown-Forman Class B in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 210 increasing their positions, 236 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

2% less funds holding

Funds holding: 635621 (-14)

11% less repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 236

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
621
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$27M
Puts
$21.9M
Net Calls
Net Calls Change

Top Buyers

1 +$362M
2 +$146M
3 +$70.7M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$59.9M
5
UBS Group
UBS Group
Switzerland
+$51.9M
Name Holding Trade Value Shares
Change
Change in
Stake
NWMG
376
National Wealth Management Group
Ohio
$295K
LJAC
377
L.J. Altfest & Co
New York
$290K
Lido Advisors
378
Lido Advisors
California
$287K
TFA
379
Toth Financial Advisory
Virginia
$279K
HIMCH
380
Hartford Investment Management Co (HIMCO)
Connecticut
$277K
OAC
381
OMERS Administration Corp
Ontario, Canada
$276K
C
382
Certuity
Florida
$272K
CPCM
383
Cardinal Point Capital Management
Ontario, Canada
$271K
NB
384
Norinchukin Bank
Japan
$269K
AA
385
Ancora Advisors
Ohio
$266K
Carson Wealth (CWM LLC)
386
Carson Wealth (CWM LLC)
Nebraska
$265K
SC
387
Sawyer & Company
Massachusetts
$264K
LFG
388
Larson Financial Group
Missouri
$263K
PCS
389
Personal CFO Solutions
New Jersey
$262K
CGH
390
Crossmark Global Holdings
Texas
$260K
DEA
391
DoubleLine ETF Adviser
Florida
$258K
Northwestern Mutual Wealth Management
392
Northwestern Mutual Wealth Management
Wisconsin
$254K
DC
393
Davenport & Co
Virginia
$252K
KRS
394
Kentucky Retirement Systems
Kentucky
$251K
LSERS
395
Louisiana State Employees Retirement System
Louisiana
$249K
SCM
396
Sterling Capital Management
North Carolina
$247K
MMA
397
Mizuho Markets Americas
New York
$245K
WIA
398
World Investment Advisors
California
$242K
LCM
399
LVM Capital Management
Michigan
$241K
HCM
400
Howland Capital Management
Massachusetts
$239K