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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
Swedbank
451
Swedbank
Sweden
$179K
NMIMC
452
Northwestern Mutual Investment Management Company
Wisconsin
$156K
AIM
453
Access Investment Management
Georgia
$155K
BIG
454
Brooklyn Investment Group
New York
$153K
S
455
SignatureFD
Georgia
$153K
Jones Financial Companies
456
Jones Financial Companies
Missouri
$153K
CT
457
Caldwell Trust
Florida
$147K
PA
458
Parallel Advisors
California
$143K
ARMT
459
Amica Retiree Medical Trust
Rhode Island
$141K
NS
460
NBC Securities
Alabama
$132K
BTI
461
Blue Trust Inc
Georgia
$125K
SFI
462
Siemens Fonds Invest
Germany
$125K
NAAA
463
New Age Alpha Advisors
New York
$122K
MSA
464
MUFG Securities Americas
New York
$109K
HFS
465
Hantz Financial Services
Michigan
$104K
EPIMS
466
Evelyn Partners Investment Management Services
$104K
EPIM
467
Evelyn Partners Investment Management
$104K
VI
468
Vestcor Inc
New Brunswick, Canada
$103K
EWA
469
EverSource Wealth Advisors
Alabama
$99.3K
BBHC
470
Brown Brothers Harriman & Co
New York
$99.2K
FFA
471
Farther Finance Advisors
California
$98.3K
SO
472
STRS Ohio
Ohio
$95K
TRCT
473
Tower Research Capital (TRC)
New York
$94.6K
CFB
474
Cullen/Frost Bankers
Texas
$93.5K
FDP
475
Financiere des Professionnels
Quebec, Canada
$91.5K