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Brown-Forman Class B

614 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, 205 increasing their positions, 235 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:

3% less funds holding

Funds holding: 632614 (-18)

13% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 235

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
614
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
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
426
Johnson Investment Counsel
Ohio
$207K
GA
427
GSG Advisors
New Jersey
$206K
BAMF
428
BI Asset Management Fondsmaeglerselskab
Denmark
$206K
HI
429
Horizon Investments
North Carolina
$205K
TCM
430
Tufton Capital Management
Maryland
$205K
AWA
431
Aaron Wealth Advisors
Illinois
$204K
GIA
432
Gateway Investment Advisers
Ohio
$203K
CJ
433
Caitlin John
Michigan
$197K
VCM
434
Versant Capital Management
Arizona
$195K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
435
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$189K
CIA
436
Citadel Investment Advisory
Ohio
$183K
Jones Financial Companies
437
Jones Financial Companies
Missouri
$169K
Rockefeller Capital Management
438
Rockefeller Capital Management
New York
$165K
ACA
439
Aptus Capital Advisors
Alabama
$152K
NMIMC
440
Northwestern Mutual Investment Management Company
Wisconsin
$152K
CT
441
Caldwell Trust
Florida
$148K
NS
442
NBC Securities
Alabama
$143K
ARMT
443
Amica Retiree Medical Trust
Rhode Island
$141K
RFP
444
Root Financial Partners
California
$141K
SFI
445
Siemens Fonds Invest
Germany
$140K
Walleye Capital
446
Walleye Capital
New York
$133K
MSA
447
MUFG Securities Americas
New York
$129K
C
448
Covestor
United Kingdom
$128K
AUB
449
Atlantic Union Bankshares
Virginia
$126K
LWCFA
450
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$125K