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Brown-Forman Class B

643 hedge funds and large institutions have $6.73B invested in Brown-Forman Class B in 2025 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 264 increasing their positions, 202 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

31% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 202

14% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 81

11% more call options, than puts

Call options by funds: $46.7M | Put options by funds: $42.1M

4.44% more ownership

Funds ownership: 60.91%65.35% (+4.4%)

1% more funds holding

Funds holding: 636643 (+7)

4% less capital invested

Capital invested by funds: $7.02B → $6.73B (-$287M)

Holders
643
Holders Change
+7
Holders Change %
+1.1%
% of All Funds
8.62%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
92
Increased
264
Reduced
202
Closed
81
Calls
$46.7M
Puts
$42.1M
Net Calls
+$4.59M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
426
IEQ Capital
California
$304K +$302K +8,958 New
PCS
427
Personal CFO Solutions
New Jersey
$303K -$11.2K -333 -4%
AAIM
428
Asset Advisors Investment Management
Georgia
$302K -$378K -11,200 -56%
LCM
429
LVM Capital Management
Michigan
$302K
HCM
430
Howland Capital Management
Massachusetts
$299K
S
431
SignatureFD
Georgia
$298K +$242K +7,191 +454%
ETC
432
Exchange Traded Concepts
Oklahoma
$297K -$721K -21,389 -71%
RWM
433
Revisor Wealth Management
Ohio
$295K +$291K +8,630 New
C
434
Certuity
Florida
$291K +$76.5K +2,269 +36%
NMERB
435
New Mexico Educational Retirement Board
New Mexico
$290K -$6.74K -200 -2%
AI
436
Atria Investments
North Carolina
$290K -$14.8K -438 -5%
MCM
437
MAI Capital Management
Ohio
$289K -$7.42K -220 -3%
TMAM
438
Tokio Marine Asset Management
Japan
$282K
DEA
439
DoubleLine ETF Adviser
Florida
$278K -$67.2K -1,994 -20%
CW
440
Curio Wealth
Maryland
$277K -$227K -6,746 -100%
MSRPS
441
Maryland State Retirement & Pension System
Maryland
$273K -$60.3K -1,790 -18%
CIAS
442
CFS Investment Advisory Services
New Jersey
$273K -$264K -7,819 -49%
RWP
443
RWA Wealth Partners
Massachusetts
$273K -$18.9K -562 -7%
LI
444
Lafayette Investments
Maryland
$271K -$12.9K -382 -5%
OSAM
445
O'Shaughnessy Asset Management
Connecticut
$267K +$265K +7,868 New
SQA
446
Simon Quick Advisors
New Jersey
$263K +$261K +7,755 New
Robeco Institutional Asset Management
447
Robeco Institutional Asset Management
Netherlands
$261K
SBFM
448
S-Bank Fund Management
Finland
$261K +$259K +7,684 New
NIM
449
NEOS Investment Management
Connecticut
$260K +$42.2K +1,251 +20%
AIP
450
Arrowpoint Investment Partners
Singapore
$258K +$256K +7,600 New

BF.B Hedge Fund Activity: Q1 2025 in Review

643 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q1 2025, worth a combined $6.73B — down 4.1% from $7.02B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new BF.B positions and 81 closed out — a net gain of 11 holders — while 264 added to existing stakes and 202 trimmed.

The largest buyer was Bank of America, adding an estimated $101M. The largest seller was Lazard Asset Management, cutting an estimated $94.5M.

  • 643 institutional investors held Brown-Forman Class B (BF.B) as of Q1 2025, up from 636 in Q4 2024.
  • Funds reported $6.73B of Brown-Forman Class B stock for Q1 2025, down 4.1% quarter-over-quarter.
  • 92 funds opened new Brown-Forman Class B positions in Q1 2025 and 81 closed out, a net change of +11 holders.
  • The largest Brown-Forman Class B buyer in Q1 2025 was Bank of America, an estimated $101M added.
  • The largest Brown-Forman Class B seller in Q1 2025 was Lazard Asset Management, an estimated $94.5M sold.

Based on aggregated 13F filings for Q1 2025.