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Brown-Forman Class B

625 hedge funds and large institutions have $6.42B invested in Brown-Forman Class B in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 202 increasing their positions, 246 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

1% more funds holding

Funds holding: 619625 (+6)

18% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 246

19% less call options, than puts

Call options by funds: $29.7M | Put options by funds: $36.5M

Holders
625
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
$29.7M
Puts
$36.5M
Net Calls
Net Calls Change

Top Buyers

1 +$157M
2 +$81.6M
3 +$62.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$27.7M
5
UBS Group
UBS Group
Switzerland
+$26.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
476
MCF Advisors
Kentucky
$54.6K
RIL
477
Rothschild Investment LLC
Illinois
$53K
ACAL
478
AG Campbell Advisory, LLC
Maryland
$52.1K
NRC
479
New Republic Capital
North Carolina
$51.9K
BTI
480
Blue Trust Inc
Georgia
$50.3K
CT
481
Coastline Trust
Rhode Island
$45.6K
API
482
Asset Planning Inc
California
$45.6K
WC
483
Westerkirk Capital
$44.3K
A
484
AlphaQuest
New York
$44.1K
CFO
485
CVA Family Office
Colorado
$43.2K
CW
486
Curio Wealth
Maryland
$42.3K
BLC
487
Brown, Lisle/Cummings
Rhode Island
$40.9K
EPIM
488
Evelyn Partners Investment Management
$38.9K
BF
489
BOK Financial
Oklahoma
$38.8K
WSFS
490
Wilmington Savings Fund Society
Delaware
$35.6K
Los Angeles Capital Management
491
Los Angeles Capital Management
California
$35.4K
ZBNA
492
Zions Bancorporation, National Association
Utah
$34.2K
GRP
493
Global Retirement Partners
California
$33.6K
TC
494
Trust Company
Kansas
$33.5K
CA
495
Crewe Advisors
Utah
$30.9K
LI
496
LRI Investments
Florida
$30.7K
FHA
497
Flagship Harbor Advisors
Massachusetts
$30.3K
IA
498
IFP Advisors
Florida
$29.7K
CFB
499
Cullen/Frost Bankers
Texas
$28.7K
PFBT
500
Parkside Financial Bank & Trust
Missouri
$28K