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Brown-Forman Class B

630 hedge funds and large institutions have $5.3B invested in Brown-Forman Class B in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 239 increasing their positions, 211 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

20% less capital invested

Capital invested by funds: $6.65B → $5.3B (-$1.35B)

47% less call options, than puts

Call options by funds: $29.9M | Put options by funds: $56.8M

Holders
630
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
$29.9M
Puts
$56.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
426
Valeo Financial Advisors
Indiana
$219K
MSRPS
427
Maryland State Retirement & Pension System
Maryland
$217K
CFS
428
CRA Financial Services
New Jersey
$215K
PCS
429
Personal CFO Solutions
New Jersey
$214K
CIC
430
Carnegie Investment Counsel
Ohio
$212K
LI
431
Lafayette Investments
Maryland
$210K
URS
432
Utah Retirement Systems
Utah
$210K
C
433
Certuity
Florida
$209K
JIC
434
Johnson Investment Counsel
Ohio
$208K
AssetMark Inc
435
AssetMark Inc
California
$208K
RWP
436
RWA Wealth Partners
Massachusetts
$207K
Robeco Institutional Asset Management
437
Robeco Institutional Asset Management
Netherlands
$207K
RWM
438
Ritholtz Wealth Management
New York
$205K
CPCM
439
Cardinal Point Capital Management
Ontario, Canada
$205K
PWM
440
Perigon Wealth Management
California
$204K
TCM
441
Tufton Capital Management
Maryland
$203K
ACIM
442
Azimuth Capital Investment Management
Michigan
$202K
SAM
443
Strategy Asset Managers
California
$201K
KGC
444
Kennon-Green & Company
Ohio
$200K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
445
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$196K
AC
446
AlphaCore Capital
California
$194K
CM
447
Caption Management
Oklahoma
$194K
HI
448
Hendershot Investments
Virginia
$187K
CIA
449
Citadel Investment Advisory
Ohio
$183K
CW
450
Curio Wealth
Maryland
$182K