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Brown-Forman Class B

610 hedge funds and large institutions have $6.01B invested in Brown-Forman Class B in 2025 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 204 increasing their positions, 233 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: 629610 (-19)

12% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 233

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
610
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
TCM
426
Tufton Capital Management
Maryland
$205K
AWA
427
Aaron Wealth Advisors
Illinois
$204K
GIA
428
Gateway Investment Advisers
Ohio
$203K
CJ
429
Caitlin John
Michigan
$197K
VCM
430
Versant Capital Management
Arizona
$195K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
431
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$189K
CIA
432
Citadel Investment Advisory
Ohio
$183K
Jones Financial Companies
433
Jones Financial Companies
Missouri
$169K
Rockefeller Capital Management
434
Rockefeller Capital Management
New York
$165K
ACA
435
Aptus Capital Advisors
Alabama
$152K
NMIMC
436
Northwestern Mutual Investment Management Company
Wisconsin
$152K
CT
437
Caldwell Trust
Florida
$148K
NS
438
NBC Securities
Alabama
$143K
ARMT
439
Amica Retiree Medical Trust
Rhode Island
$141K
RFP
440
Root Financial Partners
California
$141K
SFI
441
Siemens Fonds Invest
Germany
$140K
Walleye Capital
442
Walleye Capital
New York
$133K
MSA
443
MUFG Securities Americas
New York
$129K
C
444
Covestor
United Kingdom
$128K
AUB
445
Atlantic Union Bankshares
Virginia
$126K
LWCFA
446
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$125K
CW
447
Curio Wealth
Maryland
$124K
NAAA
448
New Age Alpha Advisors
New York
$123K
BBHC
449
Brown Brothers Harriman & Co
New York
$123K
BTI
450
Blue Trust Inc
Georgia
$122K