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Brown-Forman Class B

614 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, 205 increasing their positions, 235 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:

3% less funds holding

Funds holding: 632614 (-18)

13% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 235

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
614
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
Focus Partners Wealth
401
Focus Partners Wealth
Massachusetts
$234K
NP
402
NorthRock Partners
Minnesota
$234K
IMCOOI
403
Investment Management Corp of Ontario (IMCO)
Canada
$231K
TCWM
404
Total Clarity Wealth Management
Illinois
$231K
Swedbank
405
Swedbank
Sweden
$230K
SAM
406
Securian Asset Management
Minnesota
$229K
PBK
407
Peoples Bank (Kansas)
Kansas
$227K
SFA
408
Sequoia Financial Advisors
Ohio
$226K
RWM
409
Revisor Wealth Management
Ohio
$226K
TMAM
410
Tokio Marine Asset Management
Japan
$225K
CFG
411
Citizens Financial Group
Rhode Island
$224K
NMERB
412
New Mexico Educational Retirement Board
New Mexico
$223K
PAM
413
Parvin Asset Management
South Dakota
$223K
PA
414
Probity Advisors
Texas
$222K
MSRPS
415
Maryland State Retirement & Pension System
Maryland
$218K
SWA
416
Sax Wealth Advisors
New Jersey
$215K
LI
417
Lafayette Investments
Maryland
$215K
OL
418
Optas LLC
Texas
$212K
URS
419
Utah Retirement Systems
Utah
$211K
NWWA
420
New Wave Wealth Advisors
Arkansas
$211K
PWM
421
Perigon Wealth Management
California
$210K
GI
422
GAMMA Investing
California
$209K
RWP
423
RWA Wealth Partners
Massachusetts
$208K
Robeco Institutional Asset Management
424
Robeco Institutional Asset Management
Netherlands
$208K
IC
425
Inscription Capital
Texas
$208K