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Brown-Forman Class B

643 hedge funds and large institutions have $6.73B invested in Brown-Forman Class B in 2025 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 264 increasing their positions, 202 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

31% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 202

14% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 81

11% more call options, than puts

Call options by funds: $46.7M | Put options by funds: $42.1M

4.44% more ownership

Funds ownership: 60.91%65.35% (+4.4%)

1% more funds holding

Funds holding: 636643 (+7)

4% less capital invested

Capital invested by funds: $7.02B → $6.73B (-$287M)

Holders
643
Holders Change
+7
Holders Change %
+1.1%
% of All Funds
8.62%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
92
Increased
264
Reduced
202
Closed
81
Calls
$46.7M
Puts
$42.1M
Net Calls
+$4.59M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
451
Tufton Capital Management
Maryland
$257K
VA
452
Vident Advisory
Georgia
$255K +$253K +7,507 New
Axa
453
Axa
France
$255K -$7.99K -237 -3%
GA
454
GSG Advisors
New Jersey
$254K +$3.13K +93 +1%
VWM
455
Venturi Wealth Management
Texas
$253K +$61.9K +1,836 +33%
VFA
456
Valeo Financial Advisors
Indiana
$248K +$247K +7,321 New
KGC
457
Kennon-Green & Company
Ohio
$245K -$478K -14,192 -66%
SC
458
Syon Capital
California
$244K +$243K +7,201 New
Thrivent Financial for Lutherans
459
Thrivent Financial for Lutherans
Minnesota
$242K -$67 -2 -0%
AssetMark Inc
460
AssetMark Inc
California
$241K +$102K +3,027 +75%
HI
461
Hendershot Investments
Virginia
$239K +$26.8K +794 +13%
VSQM
462
V-Square Quantitative Management
Illinois
$237K +$48.9K +1,451 +26%
EF
463
Empirical Finance
Pennsylvania
$234K +$21.6K +640 +10%
SC
464
Sapient Capital
Indiana
$233K +$38.3K +1,136 +20%
FRA
465
Frank Rimerman Advisors
California
$232K +$230K +6,838 New
CIA
466
Citadel Investment Advisory
Ohio
$231K
SI
467
Stephens Inc
Arkansas
$227K +$225K +6,676 New
SFA
468
Sequoia Financial Advisors
Ohio
$226K +$225K +6,663 New
GT
469
Greenleaf Trust
Michigan
$221K +$219K +6,509 New
ACIM
470
Azimuth Capital Investment Management
Michigan
$221K +$219K +6,500 New
KAS
471
Kestra Advisory Services
Texas
$218K -$68.1K -2,019 -24%
PA
472
Parallel Advisors
California
$217K +$93.2K +2,766 +76%
UWS
473
Unique Wealth Strategies
Illinois
$213K +$212K +6,276 New
GLA
474
Great Lakes Advisors
Illinois
$212K -$1.02M -30,340 -83%
William Blair & Company
475
William Blair & Company
Illinois
$212K +$16.4K +488 +8%

BF.B Hedge Fund Activity: Q1 2025 in Review

643 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q1 2025, worth a combined $6.73B — down 4.1% from $7.02B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new BF.B positions and 81 closed out — a net gain of 11 holders — while 264 added to existing stakes and 202 trimmed.

The largest buyer was Bank of America, adding an estimated $101M. The largest seller was Lazard Asset Management, cutting an estimated $94.5M.

  • 643 institutional investors held Brown-Forman Class B (BF.B) as of Q1 2025, up from 636 in Q4 2024.
  • Funds reported $6.73B of Brown-Forman Class B stock for Q1 2025, down 4.1% quarter-over-quarter.
  • 92 funds opened new Brown-Forman Class B positions in Q1 2025 and 81 closed out, a net change of +11 holders.
  • The largest Brown-Forman Class B buyer in Q1 2025 was Bank of America, an estimated $101M added.
  • The largest Brown-Forman Class B seller in Q1 2025 was Lazard Asset Management, an estimated $94.5M sold.

Based on aggregated 13F filings for Q1 2025.