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Brown-Forman Class B

642 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: 635642 (+7)

4% less capital invested

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

Holders
642
Holders Change
+7
Holders Change %
+1.1%
% of All Funds
8.61%
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
LT
26
Lindsell Train
United Kingdom
$53.5M -$1.99M -59,100 -4%
Legal & General Group
27
Legal & General Group
United Kingdom
$53.4M +$1.48M +43,762 +3%
Vontobel Holding
28
Vontobel Holding
Switzerland
$51.3M -$21.2M -629,808 -29%
Deutsche Bank
29
Deutsche Bank
Germany
$50.9M +$19.4M +574,573 +62%
JP Morgan Chase
30
JP Morgan Chase
New York
$49.8M +$29.7M +882,433 +151%
LCOV
31
London Company of Virginia
Virginia
$47.5M -$2.05M -60,702 -4%
BCIM
32
Black Creek Investment Management
Ontario, Canada
$44M +$43.7M +1,296,119 New
Nomura Asset Management
33
Nomura Asset Management
Japan
$39.6M +$10.7M +316,866 +37%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$39.1M -$650K -19,294 -2%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$37.6M +$4.93M +146,204 +15%
Bessemer Group
36
Bessemer Group
New Jersey
$37.1M +$32.5K +964 +0.1%
JSSH
37
J. Safra Sarasin Holding
$33.5M +$33.3M +986,962 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$29.1M +$5.01M +148,529 +21%
GRQ
39
Gardner Russo & Quinn
Pennsylvania
$27.9M -$661K -19,600 -2%
Natixis Advisors
40
Natixis Advisors
Massachusetts
$26.5M -$4.63M -137,348 -15%
Cerity Partners
41
Cerity Partners
New York
$25.9M +$11.6M +342,769 +82%
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$24.9M +$4.15M +123,103 +20%
AWM
43
Absher Wealth Management
North Carolina
$24M +$7.74M +229,697 +48%
Lord, Abbett & Co
44
Lord, Abbett & Co
New Jersey
$23.5M +$23.4M +693,600 New
Citadel Advisors
45
Citadel Advisors
Florida
$21.2M -$8.75M -259,538 -29%
EBSAM
46
Eubel Brady & Suttman Asset Management
Ohio
$20.3M +$2.51M +74,336 +14%
GT
47
Glenview Trust
Kentucky
$19.9M +$79.7K +2,365 +0.4%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$19.6M -$198K -5,868 -1%
FGP
49
Freestone Grove Partners
California
$18.6M +$18.5M +549,192 New
SFG
50
Sather Financial Group
Texas
$18.5M +$2.02M +59,912 +12%

BF.B Hedge Fund Activity: Q1 2025 in Review

642 of the 7,458 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.

  • 642 institutional investors held Brown-Forman Class B (BF.B) as of Q1 2025, up from 635 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.