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Brown-Forman Class B

629 hedge funds and large institutions have $6.43B invested in Brown-Forman Class B in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 202 increasing their positions, 247 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

1% more funds holding

Funds holding: 621629 (+8)

18% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 247

19% less call options, than puts

Call options by funds: $29.7M | Put options by funds: $36.5M

Holders
629
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
$29.7M
Puts
$36.5M
Net Calls
Net Calls Change

Top Buyers

1 +$157M
2 +$81.6M
3 +$62.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$27.7M
5
UBS Group
UBS Group
Switzerland
+$26.8M
Name Holding Trade Value Shares
Change
Change in
Stake
VT
426
Vise Technologies
New York
$205K
URS
427
Utah Retirement Systems
Utah
$203K
MFG
428
Merit Financial Group
Georgia
$202K
RWP
429
RWA Wealth Partners
Massachusetts
$201K
BAMF
430
BI Asset Management Fondsmaeglerselskab
Denmark
$198K
MSE
431
MUFG Securities EMEA
United Kingdom
$188K
Simplex Trading
432
Simplex Trading
Illinois
$185K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
433
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$181K
CIA
434
Citadel Investment Advisory
Ohio
$177K
Jones Financial Companies
435
Jones Financial Companies
Missouri
$168K
Group One Trading
436
Group One Trading
Illinois
$168K
QT
437
Quantbot Technologies
New York
$161K
NMIMC
438
Northwestern Mutual Investment Management Company
Wisconsin
$147K
TRCT
439
Tower Research Capital (TRC)
New York
$145K
AWM
440
AE Wealth Management
Kansas
$143K
CT
441
Caldwell Trust
Florida
$142K
PA
442
Parallel Advisors
California
$142K
RFP
443
Root Financial Partners
California
$141K
BC
444
Barrett & Company
Rhode Island
$139K
TSMHT
445
Thurston Springer Miller Herd & Titak
Indiana
$132K
MSA
446
MUFG Securities Americas
New York
$124K
SAM
447
Securian Asset Management
Minnesota
$124K
TFA
448
Transamerica Financial Advisors
Florida
$121K
Rockefeller Capital Management
449
Rockefeller Capital Management
New York
$119K
C
450
Covestor
United Kingdom
$117K