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Brown-Forman Class B

643 hedge funds and large institutions have $6.73B invested in Brown-Forman Class B in 2025 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 264 increasing their positions, 202 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

31% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 202

14% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 81

11% more call options, than puts

Call options by funds: $46.7M | Put options by funds: $42.1M

4.44% more ownership

Funds ownership: 60.91%65.35% (+4.4%)

1% more funds holding

Funds holding: 636643 (+7)

4% less capital invested

Capital invested by funds: $7.02B → $6.73B (-$287M)

Holders
643
Holders Change
+7
Holders Change %
+1.1%
% of All Funds
8.62%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
92
Increased
264
Reduced
202
Closed
81
Calls
$46.7M
Puts
$42.1M
Net Calls
+$4.59M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
NIM
401
Northeast Investment Management
Massachusetts
$368K -$142K -4,199 -28%
CA
402
Claro Advisors
Massachusetts
$363K -$9.64K -286 -3%
SWA
403
Sax Wealth Advisors
New Jersey
$358K -$11.1K -329 -3%
KeyBank National Association
404
KeyBank National Association
Ohio
$357K +$6.3K +187 +2%
SAM
405
Storebrand Asset Management
Norway
$357K -$741K -21,985 -68%
IAIM
406
International Assets Investment Management
Florida
$352K -$78.8K -2,339 -18%
WIA
407
World Investment Advisors
California
$351K +$349K +10,345 New
VV
408
Verity & Verity
South Carolina
$351K +$21K +624 +6%
ANBT
409
American National Bank & Trust
Texas
$347K +$344K +10,208 +510,400%
SCM
410
Stevens Capital Management
Pennsylvania
$342K -$44.7K -1,325 -12%
CFS
411
CRA Financial Services
New Jersey
$340K -$101K -3,000 -23%
NB
412
Norinchukin Bank
Japan
$336K +$45.4K +1,346 +16%
LSERS
413
Louisiana State Employees Retirement System
Louisiana
$333K
Northwestern Mutual Wealth Management
414
Northwestern Mutual Wealth Management
Wisconsin
$332K -$18.5K -548 -5%
IAN
415
Integrated Advisors Network
Texas
$327K +$324K +9,620 New
SCM
416
Sterling Capital Management
North Carolina
$325K -$24.2K -717 -7%
SAM
417
Strategy Asset Managers
California
$323K +$321K +9,531 New
SAM
418
Securian Asset Management
Minnesota
$322K -$10.1K -300 -3%
FCM
419
Fieldview Capital Management
Michigan
$317K +$315K +9,341 New
CGH
420
Crossmark Global Holdings
Texas
$317K +$607 +18 +0.2%
Pacer Advisors
421
Pacer Advisors
Pennsylvania
$316K -$194K -5,755 -38%
NHC
422
Nicholas Hoffman & Company
Georgia
$313K -$13.8K -410 -4%
URS
423
Utah Retirement Systems
Utah
$313K -$649K -19,254 -68%
MPM
424
MBB Public Markets
Illinois
$307K +$305K +9,037 New
PIMJS
425
PKO Investment Management Joint-Stock
Poland
$305K

BF.B Hedge Fund Activity: Q1 2025 in Review

643 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q1 2025, worth a combined $6.73B — down 4.1% from $7.02B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new BF.B positions and 81 closed out — a net gain of 11 holders — while 264 added to existing stakes and 202 trimmed.

The largest buyer was Bank of America, adding an estimated $101M. The largest seller was Lazard Asset Management, cutting an estimated $94.5M.

  • 643 institutional investors held Brown-Forman Class B (BF.B) as of Q1 2025, up from 636 in Q4 2024.
  • Funds reported $6.73B of Brown-Forman Class B stock for Q1 2025, down 4.1% quarter-over-quarter.
  • 92 funds opened new Brown-Forman Class B positions in Q1 2025 and 81 closed out, a net change of +11 holders.
  • The largest Brown-Forman Class B buyer in Q1 2025 was Bank of America, an estimated $101M added.
  • The largest Brown-Forman Class B seller in Q1 2025 was Lazard Asset Management, an estimated $94.5M sold.

Based on aggregated 13F filings for Q1 2025.