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Brown-Forman Class B

614 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, 205 increasing their positions, 235 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:

3% less funds holding

Funds holding: 632614 (-18)

13% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 235

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
614
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
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
376
Toth Financial Advisory
Virginia
$279K
HIMCH
377
Hartford Investment Management Co (HIMCO)
Connecticut
$277K
OAC
378
OMERS Administration Corp
Ontario, Canada
$276K
C
379
Certuity
Florida
$272K
CPCM
380
Cardinal Point Capital Management
Ontario, Canada
$271K
NB
381
Norinchukin Bank
Japan
$269K
AA
382
Ancora Advisors
Ohio
$266K
Carson Wealth (CWM LLC)
383
Carson Wealth (CWM LLC)
Nebraska
$265K
SC
384
Sawyer & Company
Massachusetts
$264K
LFG
385
Larson Financial Group
Missouri
$263K
PCS
386
Personal CFO Solutions
New Jersey
$262K
CGH
387
Crossmark Global Holdings
Texas
$260K
DEA
388
DoubleLine ETF Adviser
Florida
$258K
Northwestern Mutual Wealth Management
389
Northwestern Mutual Wealth Management
Wisconsin
$254K
DC
390
Davenport & Co
Virginia
$252K
KRS
391
Kentucky Retirement Systems
Kentucky
$251K
LSERS
392
Louisiana State Employees Retirement System
Louisiana
$249K
SCM
393
Sterling Capital Management
North Carolina
$247K
MMA
394
Mizuho Markets Americas
New York
$245K
WIA
395
World Investment Advisors
California
$242K
LCM
396
LVM Capital Management
Michigan
$241K
HCM
397
Howland Capital Management
Massachusetts
$239K
EF
398
Empowered Funds
Pennsylvania
$238K
SAM
399
Strategy Asset Managers
California
$238K
IAN
400
Integrated Advisors Network
Texas
$237K