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Brown-Forman Class B

625 hedge funds and large institutions have $6.42B invested in Brown-Forman Class B in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 202 increasing their positions, 246 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: 619625 (+6)

18% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 246

19% less call options, than puts

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

Holders
625
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
LCM
401
LVM Capital Management
Michigan
$232K
BST
402
Bath Savings Trust
Maine
$231K
HCM
403
Howland Capital Management
Massachusetts
$230K
DC
404
Davenport & Co
Virginia
$228K
SCM
405
Sterling Capital Management
North Carolina
$228K
SCM
406
Stevens Capital Management
Pennsylvania
$225K
LFG
407
Larson Financial Group
Missouri
$223K
AAP
408
Arax Advisory Partners
Colorado
$222K
Swedbank
409
Swedbank
Sweden
$222K
CJ
410
Caitlin John
Michigan
$220K
SC
411
Sawyer & Company
Massachusetts
$220K
TMAM
412
Tokio Marine Asset Management
Japan
$216K
PBK
413
Peoples Bank (Kansas)
Kansas
$215K
AFT
414
Alpha Family Trust
California
$213K
IAN
415
Integrated Advisors Network
Texas
$212K
NMERB
416
New Mexico Educational Retirement Board
New Mexico
$212K
TFA
417
Toth Financial Advisory
Virginia
$212K
KAS
418
Kestra Advisory Services
Texas
$212K
MSRPS
419
Maryland State Retirement & Pension System
Maryland
$210K
Allianz Asset Management
420
Allianz Asset Management
Germany
$209K
Man Group
421
Man Group
United Kingdom
$206K
VT
422
Vise Technologies
New York
$205K
URS
423
Utah Retirement Systems
Utah
$203K
MFG
424
Merit Financial Group
Georgia
$202K
RWP
425
RWA Wealth Partners
Massachusetts
$201K