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Brown-Forman Class B

615 hedge funds and large institutions have $6.05B invested in Brown-Forman Class B in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 206 increasing their positions, 235 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

3% less funds holding

Funds holding: 633615 (-18)

12% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 235

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
615
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$27M
Puts
$21.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAN
401
Integrated Advisors Network
Texas
$237K
Focus Partners Wealth
402
Focus Partners Wealth
Massachusetts
$234K
NP
403
NorthRock Partners
Minnesota
$234K
IMCOOI
404
Investment Management Corp of Ontario (IMCO)
Canada
$231K
TCWM
405
Total Clarity Wealth Management
Illinois
$231K
Swedbank
406
Swedbank
Sweden
$230K
SAM
407
Securian Asset Management
Minnesota
$229K
PBK
408
Peoples Bank (Kansas)
Kansas
$227K
SFA
409
Sequoia Financial Advisors
Ohio
$226K
RWM
410
Revisor Wealth Management
Ohio
$226K
TMAM
411
Tokio Marine Asset Management
Japan
$225K
CFG
412
Citizens Financial Group
Rhode Island
$224K
NMERB
413
New Mexico Educational Retirement Board
New Mexico
$223K
PAM
414
Parvin Asset Management
South Dakota
$223K
PA
415
Probity Advisors
Texas
$222K
MSRPS
416
Maryland State Retirement & Pension System
Maryland
$218K
SWA
417
Sax Wealth Advisors
New Jersey
$215K
LI
418
Lafayette Investments
Maryland
$215K
OL
419
Optas LLC
Texas
$212K
URS
420
Utah Retirement Systems
Utah
$211K
NWWA
421
New Wave Wealth Advisors
Arkansas
$211K
PWM
422
Perigon Wealth Management
California
$210K
GI
423
GAMMA Investing
California
$209K
RWP
424
RWA Wealth Partners
Massachusetts
$208K
Robeco Institutional Asset Management
425
Robeco Institutional Asset Management
Netherlands
$208K