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Brown-Forman Class B

629 hedge funds and large institutions have $6.43B invested in Brown-Forman Class B in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 202 increasing their positions, 247 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

1% more funds holding

Funds holding: 621629 (+8)

18% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 247

19% less call options, than puts

Call options by funds: $29.7M | Put options by funds: $36.5M

Holders
629
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
$29.7M
Puts
$36.5M
Net Calls
Net Calls Change

Top Buyers

1 +$157M
2 +$81.6M
3 +$62.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$27.7M
5
UBS Group
UBS Group
Switzerland
+$26.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
401
Revisor Wealth Management
Ohio
$237K
Northwestern Mutual Wealth Management
402
Northwestern Mutual Wealth Management
Wisconsin
$237K
AA
403
Ancora Advisors
Ohio
$235K
LSERS
404
Louisiana State Employees Retirement System
Louisiana
$235K
LCM
405
LVM Capital Management
Michigan
$232K
BST
406
Bath Savings Trust
Maine
$231K
HCM
407
Howland Capital Management
Massachusetts
$230K
DC
408
Davenport & Co
Virginia
$228K
SCM
409
Sterling Capital Management
North Carolina
$228K
SCM
410
Stevens Capital Management
Pennsylvania
$225K
LFG
411
Larson Financial Group
Missouri
$223K
AAP
412
Arax Advisory Partners
Colorado
$222K
Swedbank
413
Swedbank
Sweden
$222K
CJ
414
Caitlin John
Michigan
$220K
SC
415
Sawyer & Company
Massachusetts
$220K
TMAM
416
Tokio Marine Asset Management
Japan
$216K
PBK
417
Peoples Bank (Kansas)
Kansas
$215K
AFT
418
Alpha Family Trust
California
$213K
IAN
419
Integrated Advisors Network
Texas
$212K
NMERB
420
New Mexico Educational Retirement Board
New Mexico
$212K
TFA
421
Toth Financial Advisory
Virginia
$212K
KAS
422
Kestra Advisory Services
Texas
$212K
MSRPS
423
Maryland State Retirement & Pension System
Maryland
$210K
Allianz Asset Management
424
Allianz Asset Management
Germany
$209K
Man Group
425
Man Group
United Kingdom
$206K