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Brown-Forman Class B

621 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, 210 increasing their positions, 236 reducing their positions, and 88 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:

2% less funds holding

Funds holding: 635621 (-14)

11% less repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 236

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
621
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

Top Buyers

1 +$362M
2 +$146M
3 +$70.7M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$59.9M
5
UBS Group
UBS Group
Switzerland
+$51.9M
Name Holding Trade Value Shares
Change
Change in
Stake
EF
401
Empowered Funds
Pennsylvania
$238K
SAM
402
Strategy Asset Managers
California
$238K
IAN
403
Integrated Advisors Network
Texas
$237K
Focus Partners Wealth
404
Focus Partners Wealth
Massachusetts
$234K
NP
405
NorthRock Partners
Minnesota
$234K
IMCOOI
406
Investment Management Corp of Ontario (IMCO)
Canada
$231K
TCWM
407
Total Clarity Wealth Management
Illinois
$231K
Swedbank
408
Swedbank
Sweden
$230K
SAM
409
Securian Asset Management
Minnesota
$229K
PBK
410
Peoples Bank (Kansas)
Kansas
$227K
SFA
411
Sequoia Financial Advisors
Ohio
$226K
RWM
412
Revisor Wealth Management
Ohio
$226K
TMAM
413
Tokio Marine Asset Management
Japan
$225K
CFG
414
Citizens Financial Group
Rhode Island
$224K
NMERB
415
New Mexico Educational Retirement Board
New Mexico
$223K
PAM
416
Parvin Asset Management
South Dakota
$223K
PA
417
Probity Advisors
Texas
$222K
MSRPS
418
Maryland State Retirement & Pension System
Maryland
$218K
SWA
419
Sax Wealth Advisors
New Jersey
$215K
LI
420
Lafayette Investments
Maryland
$215K
OL
421
Optas LLC
Texas
$212K
URS
422
Utah Retirement Systems
Utah
$211K
NWWA
423
New Wave Wealth Advisors
Arkansas
$211K
PWM
424
Perigon Wealth Management
California
$210K
GI
425
GAMMA Investing
California
$209K