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Brown-Forman Class B

643 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: 636643 (+7)

4% less capital invested

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

Holders
643
Holders Change
+7
Holders Change %
+1.1%
% of All Funds
8.62%
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
BFM
476
Boothbay Fund Management
New York
$207K +$206K +6,105 New
ABC
477
Associated Banc-Corp
Wisconsin
$206K +$8.93K +265 +5%
SMH
478
Sanders Morris Harris
Texas
$202K +$201K +5,964 New
ACM
479
Aster Capital Management
United Arab Emirates
$201K +$127K +3,781 +166%
A
480
AlphaQuest
New York
$199K +$26.3K +781 +15%
BBHC
481
Brown Brothers Harriman & Co
New York
$198K -$240K -7,124 -55%
EPIM
482
Evelyn Partners Investment Management
$197K -$262K -7,772 -57%
NMIMC
483
Northwestern Mutual Investment Management Company
Wisconsin
$197K +$270 +8 +0.1%
VCM
484
Versant Capital Management
Arizona
$189K +$158K +4,696 +544%
CT
485
Caldwell Trust
Florida
$185K
ARMT
486
Amica Retiree Medical Trust
Rhode Island
$177K +$176K +5,222 New
ACA
487
Aptus Capital Advisors
Alabama
$175K -$15.2K -450 -8%
CFB
488
Cullen/Frost Bankers
Texas
$163K -$1.96K -58 -1%
SFI
489
Siemens Fonds Invest
Germany
$158K +$157K +4,652 New
FFA
490
Farther Finance Advisors
California
$152K -$144K -4,261 -48%
BIG
491
Brooklyn Investment Group
New York
$132K +$103K +3,062 +366%
VI
492
Vestcor Inc
New Brunswick, Canada
$131K +$944 +28 +0.7%
Jones Financial Companies
493
Jones Financial Companies
Missouri
$125K +$26.6K +788 +28%
FDP
494
Financiere des Professionnels
Quebec, Canada
$115K +$115K +3,400 New
OAM
495
Ostrum Asset Management
France
$111K -$2.93K -87 -3%
C
496
Covestor
United Kingdom
$111K +$60.5K +1,794 +121%
MSA
497
MUFG Securities Americas
New York
$109K +$18K +535 +20%
BLC
498
Brown, Lisle/Cummings
Rhode Island
$107K
CIBC Private Wealth Group
499
CIBC Private Wealth Group
Georgia
$106K +$25.4K +755 +29%
HWA
500
HHM Wealth Advisors
Tennessee
$93.3K

BF.B Hedge Fund Activity: Q1 2025 in Review

643 of the 7,459 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.

  • 643 institutional investors held Brown-Forman Class B (BF.B) as of Q1 2025, up from 636 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.