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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 97 funds opening new positions, 238 increasing their positions, 211 reducing their positions, and 91 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
CCM
401
Coldstream Capital Management
Washington
$265K
SCM
402
Sterling Capital Management
North Carolina
$265K
SC
403
Sawyer & Company
Massachusetts
$264K
RWM
404
Revisor Wealth Management
Ohio
$263K
LSERS
405
Louisiana State Employees Retirement System
Louisiana
$258K
CGH
406
Crossmark Global Holdings
Texas
$257K
VSQM
407
V-Square Quantitative Management
Illinois
$257K
NIM
408
NEOS Investment Management
Connecticut
$254K
PIM
409
Plato Investment Management
Australia
$253K
SAM
410
Securian Asset Management
Minnesota
$253K
BAMF
411
BI Asset Management Fondsmaeglerselskab
Denmark
$249K
SC
412
Syon Capital
California
$246K
PIMJS
413
PKO Investment Management Joint-Stock
Poland
$242K
PFS
414
Prospera Financial Services
Texas
$241K
LCM
415
LVM Capital Management
Michigan
$240K
IAN
416
Integrated Advisors Network
Texas
$239K
MCM
417
MAI Capital Management
Ohio
$239K
Northwestern Mutual Wealth Management
418
Northwestern Mutual Wealth Management
Wisconsin
$238K
HCM
419
Howland Capital Management
Massachusetts
$237K
AAIM
420
Asset Advisors Investment Management
Georgia
$234K
FCM
421
Fieldview Capital Management
Michigan
$234K
NMERB
422
New Mexico Educational Retirement Board
New Mexico
$230K
KAS
423
Kestra Advisory Services
Texas
$230K
TMAM
424
Tokio Marine Asset Management
Japan
$224K
VFA
425
Valeo Financial Advisors
Indiana
$219K