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Brown-Forman Class B

633 hedge funds and large institutions have $5.3B invested in Brown-Forman Class B in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 239 increasing their positions, 212 reducing their positions, and 92 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
633
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
CIA
451
Citadel Investment Advisory
Ohio
$183K
CW
452
Curio Wealth
Maryland
$182K
Walleye Trading
453
Walleye Trading
New York
$179K
Swedbank
454
Swedbank
Sweden
$179K
NMIMC
455
Northwestern Mutual Investment Management Company
Wisconsin
$156K
AIM
456
Access Investment Management
Georgia
$155K
BIG
457
Brooklyn Investment Group
New York
$153K
S
458
SignatureFD
Georgia
$153K
Jones Financial Companies
459
Jones Financial Companies
Missouri
$153K
CT
460
Caldwell Trust
Florida
$147K
PA
461
Parallel Advisors
California
$143K
ARMT
462
Amica Retiree Medical Trust
Rhode Island
$141K
NS
463
NBC Securities
Alabama
$132K
BTI
464
Blue Trust Inc
Georgia
$125K
SFI
465
Siemens Fonds Invest
Germany
$125K
NAAA
466
New Age Alpha Advisors
New York
$122K
MSA
467
MUFG Securities Americas
New York
$109K
HFS
468
Hantz Financial Services
Michigan
$104K
EPIM
469
Evelyn Partners Investment Management
$104K
VI
470
Vestcor Inc
New Brunswick, Canada
$103K
EWA
471
EverSource Wealth Advisors
Alabama
$99.3K
BBHC
472
Brown Brothers Harriman & Co
New York
$99.2K
FFA
473
Farther Finance Advisors
California
$98.3K
SO
474
STRS Ohio
Ohio
$95K
TRCT
475
Tower Research Capital (TRC)
New York
$94.6K