BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

624 hedge funds and large institutions have $5.29B invested in Brown-Forman Class B in 2025 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 238 increasing their positions, 209 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
-5
Holders Change %
-0.79%
% of All Funds
8.37%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
95
Increased
238
Reduced
209
Closed
91
Calls
$29.9M
Puts
$56.8M
Net Calls
-$26.8M
Net Calls Change
-$31.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$246M
2
EIC
Equity Investment Corp
Georgia
+$90.1M
3
Citadel Advisors
Citadel Advisors
Florida
+$78.7M
4
BCIM
Black Creek Investment Management
Ontario, Canada
+$64.7M
5
Invesco
Invesco
Georgia
+$33.7M

Top Sellers

1
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$327M
2
VanEck Associates
VanEck Associates
New York
-$137M
3
FIS
Fundsmith Investment Services
Mauritius
-$96.9M
4
CIP
Champlain Investment Partners
Vermont
-$89.4M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$69.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCS
426
Personal CFO Solutions
New Jersey
$214K -$25.7K -954 -11%
CIC
427
Carnegie Investment Counsel
Ohio
$212K +$212K +7,872 New
LI
428
Lafayette Investments
Maryland
$210K -$4.06K -151 -2%
URS
429
Utah Retirement Systems
Utah
$210K -$38.2K -1,418 -15%
C
430
Certuity
Florida
$209K -$21.7K -806 -9%
JIC
431
Johnson Investment Counsel
Ohio
$208K +$208K +7,748 New
AssetMark Inc
432
AssetMark Inc
California
$208K +$17.6K +654 +9%
RWP
433
RWA Wealth Partners
Massachusetts
$207K -$8.99K -334 -4%
Robeco Institutional Asset Management
434
Robeco Institutional Asset Management
Netherlands
$207K – – –
RWM
435
Ritholtz Wealth Management
New York
$205K +$205K +7,616 New
CPCM
436
Cardinal Point Capital Management
Ontario, Canada
$205K +$205K +7,600 New
PWM
437
Perigon Wealth Management
California
$204K +$204K +7,567 New
TCM
438
Tufton Capital Management
Maryland
$203K – – –
ACIM
439
Azimuth Capital Investment Management
Michigan
$202K +$26.9K +1,000 +15%
SAM
440
Strategy Asset Managers
California
$201K -$55K -2,045 -21%
KGC
441
Kennon-Green & Company
Ohio
$200K -$891 -32 -0.4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
442
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$196K +$137K +5,094 +235%
AC
443
AlphaCore Capital
California
$194K +$194K +7,164 New
CM
444
Caption Management
Oklahoma
$194K +$194K +7,200 New
HI
445
Hendershot Investments
Virginia
$187K -$2.69K -100 -1%
CIA
446
Citadel Investment Advisory
Ohio
$183K – – –
CW
447
Curio Wealth
Maryland
$182K +$182K +6,746 +224,867%
Walleye Trading
448
Walleye Trading
New York
$179K +$179K +6,664 New
Swedbank
449
Swedbank
Sweden
$179K -$1.55M -57,556 -90%
NMIMC
450
Northwestern Mutual Investment Management Company
Wisconsin
$156K +$511 +19 +0.3%
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