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Brown-Forman Class B

575 hedge funds and large institutions have $5.35B invested in Brown-Forman Class B in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 178 increasing their positions, 238 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

17% less capital invested

Capital invested by funds: $6.43B → $5.35B (-$1.08B)

25% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 238

38% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 119

Holders
575
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29.4M
Puts
$20.3M
Net Calls
Net Calls Change

Top Sellers

1 -$346M
2 -$79.3M
3 -$65.7M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$45.4M
5
UBS AM
UBS AM
Illinois
-$42.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
476
Trust Company
Kansas
$11K
FC
477
Financial Consulate
Maryland
$10.9K
PF
478
PlanVest Financial
Maryland
$10.6K
CA
479
CoreCap Advisors
Michigan
$10.5K
GAM
480
Generali Asset Management
Italy
$9.99K
EP
481
Essential Partners
California
$9.1K
QC
482
Quent Capital
New York
$8.83K
KTC
483
Kentucky Trust Company
Kentucky
$8.38K
PWPS
484
Pinnacle Wealth Planning Services
Ohio
$8.18K
WA
485
Westfuller Advisors
New York
$8.16K
ITIM
486
Indiana Trust & Investment Management
Indiana
$7.22K
HBW
487
Hazlett, Burt & Watson
West Virginia
$7K
HWP
488
Highline Wealth Partners
California
$6.66K
TPCW
489
TD Private Client Wealth
New York
$6.32K
OAJ
490
Ogorek Anthony Joseph
New York
$6K
MCM
491
Manchester Capital Management
Vermont
$5.95K
MSWM
492
Mowery & Schoenfeld Wealth Management
Illinois
$5.82K
SIC
493
SJS Investment Consulting
Ohio
$5.71K
CTA
494
Colonial Trust Advisors
South Carolina
$5.61K
RDFA
495
Ritter Daniher Financial Advisory
Ohio
$5.29K
AF
496
Advisornet Financial
Minnesota
$5.19K
HPC
497
HM Payson & Co
Maine
$4.95K
PB
498
Pinnacle Bancorp
Nebraska
$4.23K
CAL
499
Capital Advisors Ltd
Ohio
$4K
PWAM
500
Private Wealth Asset Management
Iowa
$3.89K