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Brown-Forman Class B

629 hedge funds and large institutions have $6.43B invested in Brown-Forman Class B in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 202 increasing their positions, 247 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: 621629 (+8)

18% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 247

19% less call options, than puts

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

Holders
629
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
CPCM
376
Cardinal Point Capital Management
Ontario, Canada
$292K
SW
377
SlateStone Wealth
Florida
$291K
Lido Advisors
378
Lido Advisors
California
$289K
AP
379
Advisortrust Partners
North Carolina
$286K
LJAC
380
L.J. Altfest & Co
New York
$280K
NA
381
NewEdge Advisors
Louisiana
$280K
AC
382
AlphaCore Capital
California
$270K
NB
383
Norinchukin Bank
Japan
$270K
SCM
384
Sone Capital Management
New York
$268K
AI
385
Atria Investments
North Carolina
$268K
BFA
386
Bragg Financial Advisors
North Carolina
$267K
HIMCH
387
Hartford Investment Management Co (HIMCO)
Connecticut
$267K
OAC
388
OMERS Administration Corp
Ontario, Canada
$266K
PCS
389
Personal CFO Solutions
New Jersey
$263K
PIM
390
Penobscot Investment Management
Massachusetts
$262K
Walleye Capital
391
Walleye Capital
New York
$257K
ETC
392
Exchange Traded Concepts
Oklahoma
$257K
SL
393
Summitry LLC
California
$255K
C
394
Certuity
Florida
$254K
DEA
395
DoubleLine ETF Adviser
Florida
$253K
VA
396
Vident Advisory
Georgia
$249K
KRS
397
Kentucky Retirement Systems
Kentucky
$242K
KBC Group
398
KBC Group
Belgium
$240K
VV
399
Verity & Verity
South Carolina
$239K
ISL
400
Ingalls & Snyder LLC
New York
$238K