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Brown-Forman Class B

630 hedge funds and large institutions have $5.3B invested in Brown-Forman Class B in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 239 increasing their positions, 211 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

20% less capital invested

Capital invested by funds: $6.65B → $5.3B (-$1.35B)

47% less call options, than puts

Call options by funds: $29.9M | Put options by funds: $56.8M

Holders
630
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
$29.9M
Puts
$56.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPC
401
Cookson Peirce & Co
Pennsylvania
$269K
CCM
402
Coldstream Capital Management
Washington
$265K
SCM
403
Sterling Capital Management
North Carolina
$265K
SC
404
Sawyer & Company
Massachusetts
$264K
RWM
405
Revisor Wealth Management
Ohio
$263K
LSERS
406
Louisiana State Employees Retirement System
Louisiana
$258K
CGH
407
Crossmark Global Holdings
Texas
$257K
VSQM
408
V-Square Quantitative Management
Illinois
$257K
NIM
409
NEOS Investment Management
Connecticut
$254K
PIM
410
Plato Investment Management
Australia
$253K
SAM
411
Securian Asset Management
Minnesota
$253K
BAMF
412
BI Asset Management Fondsmaeglerselskab
Denmark
$249K
SC
413
Syon Capital
California
$246K
PIMJS
414
PKO Investment Management Joint-Stock
Poland
$242K
PFS
415
Prospera Financial Services
Texas
$241K
LCM
416
LVM Capital Management
Michigan
$240K
IAN
417
Integrated Advisors Network
Texas
$239K
MCM
418
MAI Capital Management
Ohio
$239K
Northwestern Mutual Wealth Management
419
Northwestern Mutual Wealth Management
Wisconsin
$238K
HCM
420
Howland Capital Management
Massachusetts
$237K
AAIM
421
Asset Advisors Investment Management
Georgia
$234K
FCM
422
Fieldview Capital Management
Michigan
$234K
NMERB
423
New Mexico Educational Retirement Board
New Mexico
$230K
KAS
424
Kestra Advisory Services
Texas
$230K
TMAM
425
Tokio Marine Asset Management
Japan
$224K