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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
JFA
501
JNBA Financial Advisors
Minnesota
$3.89K
FFO
502
Fortitude Family Office
Arizona
$3.86K
SWM
503
Spire Wealth Management
Virginia
$3.75K
KFAS
504
Keating Financial Advisory Services
Kansas
$3.57K
CPBTD
505
Central Pacific Bank - Trust Division
Hawaii
$3.33K
JFGIW
506
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.04K
CSC
507
Caldwell Sutter Capital
California
$2.88K
OCWP
508
Owl Creek Wealth Partners
Colorado
$2.78K
SWM
509
SHP Wealth Management
Massachusetts
$2.75K
HWA
510
Heritage Wealth Advisors
Virginia
$2.71K
FNWA
511
Financial Network Wealth Advisors
Utah
$2.67K
KG
512
Kilter Group
New York
$2.43K
ECM
513
Estabrook Capital Management
New York
$2.43K
JSAM
514
J. Safra Asset Management
New York
$2.19K
AGWCA
515
Annis Gardner Whiting Capital Advisors
Florida
$2.17K
GKIM
516
GW&K Investment Management
Massachusetts
$2K
S
517
Sachetta
Massachusetts
$1.93K
FHC
518
First Horizon Corporation
Tennessee
$1.85K
WA
519
Whipplewood Advisors
Colorado
$1.82K
USB
520
Union Savings Bank
Connecticut
$1.64K
CFM
521
Cornerstone Financial Management
Massachusetts
$1.53K
IRC
522
Investors Research Corp
Georgia
$1.51K
SA
523
SRH Advisors
Kansas
$1.45K
FPF
524
First Pacific Financial
Washington
$1.35K
FAF
525
Fjarde Ap-fonden
Sweden
$1.35K