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Brown-Forman Class B

575 hedge funds and large institutions have $5.35B invested in Brown-Forman Class B in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 178 increasing their positions, 238 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

17% less capital invested

Capital invested by funds: $6.43B → $5.35B (-$1.08B)

25% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 238

38% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 119

Holders
575
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29.4M
Puts
$20.3M
Net Calls
Net Calls Change

Top Sellers

1 -$346M
2 -$79.3M
3 -$65.7M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$45.4M
5
UBS AM
UBS AM
Illinois
-$42.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MSRPS
376
Maryland State Retirement & Pension System
Maryland
$213K
Jones Financial Companies
377
Jones Financial Companies
Missouri
$212K
SC
378
Sawyer & Company
Massachusetts
$210K
KC
379
Kinloch Capital
Virginia
$210K
VV
380
Verity & Verity
South Carolina
$210K
URS
381
Utah Retirement Systems
Utah
$206K
PBK
382
Peoples Bank (Kansas)
Kansas
$206K
VT
383
Vise Technologies
New York
$205K
PWS
384
Proactive Wealth Strategies
Georgia
$204K
KAS
385
Kestra Advisory Services
Texas
$202K
Northwestern Mutual Wealth Management
386
Northwestern Mutual Wealth Management
Wisconsin
$201K
Asset Management One
387
Asset Management One
Japan
$196K
Carson Wealth (CWM LLC)
388
Carson Wealth (CWM LLC)
Nebraska
$191K
MSE
389
MUFG Securities EMEA
United Kingdom
$185K
CIA
390
Citadel Investment Advisory
Ohio
$180K
KBC Group
391
KBC Group
Belgium
$173K
BBHC
392
Brown Brothers Harriman & Co
New York
$166K
AWM
393
AE Wealth Management
Kansas
$164K
ECSS
394
Eurizon Capital SGR SpA
$162K
SAM
395
Smartleaf Asset Management
Massachusetts
$160K
RFP
396
Root Financial Partners
California
$156K
HFS
397
Hantz Financial Services
Michigan
$154K
SPIA
398
Steward Partners Investment Advisory
New York
$151K
Macquarie Group
399
Macquarie Group
Australia
$149K
CT
400
Caldwell Trust
Florida
$144K