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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 97 funds opening new positions, 238 increasing their positions, 211 reducing their positions, and 91 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
MSRPS
426
Maryland State Retirement & Pension System
Maryland
$217K
CFS
427
CRA Financial Services
New Jersey
$215K
PCS
428
Personal CFO Solutions
New Jersey
$214K
CIC
429
Carnegie Investment Counsel
Ohio
$212K
LI
430
Lafayette Investments
Maryland
$210K
URS
431
Utah Retirement Systems
Utah
$210K
C
432
Certuity
Florida
$209K
JIC
433
Johnson Investment Counsel
Ohio
$208K
AssetMark Inc
434
AssetMark Inc
California
$208K
RWP
435
RWA Wealth Partners
Massachusetts
$207K
Robeco Institutional Asset Management
436
Robeco Institutional Asset Management
Netherlands
$207K
RWM
437
Ritholtz Wealth Management
New York
$205K
CPCM
438
Cardinal Point Capital Management
Ontario, Canada
$205K
PWM
439
Perigon Wealth Management
California
$204K
TCM
440
Tufton Capital Management
Maryland
$203K
ACIM
441
Azimuth Capital Investment Management
Michigan
$202K
SAM
442
Strategy Asset Managers
California
$201K
KGC
443
Kennon-Green & Company
Ohio
$200K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
444
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$196K
AC
445
AlphaCore Capital
California
$194K
CM
446
Caption Management
Oklahoma
$194K
HI
447
Hendershot Investments
Virginia
$187K
CIA
448
Citadel Investment Advisory
Ohio
$183K
CW
449
Curio Wealth
Maryland
$182K
Walleye Trading
450
Walleye Trading
New York
$179K