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Brown-Forman Class B

621 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, 210 increasing their positions, 236 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:

2% less funds holding

Funds holding: 635621 (-14)

11% less repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 236

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
621
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

Top Buyers

1 +$362M
2 +$146M
3 +$70.7M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$59.9M
5
UBS Group
UBS Group
Switzerland
+$51.9M
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
426
RWA Wealth Partners
Massachusetts
$208K
Robeco Institutional Asset Management
427
Robeco Institutional Asset Management
Netherlands
$208K
IC
428
Inscription Capital
Texas
$208K
JIC
429
Johnson Investment Counsel
Ohio
$207K
GA
430
GSG Advisors
New Jersey
$206K
BAMF
431
BI Asset Management Fondsmaeglerselskab
Denmark
$206K
HI
432
Horizon Investments
North Carolina
$205K
TCM
433
Tufton Capital Management
Maryland
$205K
AWA
434
Aaron Wealth Advisors
Illinois
$204K
GIA
435
Gateway Investment Advisers
Ohio
$203K
CJ
436
Caitlin John
Michigan
$197K
VCM
437
Versant Capital Management
Arizona
$195K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
438
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$189K
CIA
439
Citadel Investment Advisory
Ohio
$183K
Jones Financial Companies
440
Jones Financial Companies
Missouri
$169K
Rockefeller Capital Management
441
Rockefeller Capital Management
New York
$165K
ACA
442
Aptus Capital Advisors
Alabama
$152K
NMIMC
443
Northwestern Mutual Investment Management Company
Wisconsin
$152K
CT
444
Caldwell Trust
Florida
$148K
NS
445
NBC Securities
Alabama
$143K
ARMT
446
Amica Retiree Medical Trust
Rhode Island
$141K
RFP
447
Root Financial Partners
California
$141K
SFI
448
Siemens Fonds Invest
Germany
$140K
Walleye Capital
449
Walleye Capital
New York
$133K
MSA
450
MUFG Securities Americas
New York
$129K