BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

624 hedge funds and large institutions have $5.29B invested in Brown-Forman Class B in 2025 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 238 increasing their positions, 209 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
-5
Holders Change %
-0.79%
% of All Funds
8.37%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
95
Increased
238
Reduced
209
Closed
91
Calls
$29.9M
Puts
$56.8M
Net Calls
-$26.8M
Net Calls Change
-$31.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$276M
2
EIC
Equity Investment Corp
Georgia
$90.1M
3
Citadel Advisors
Citadel Advisors
Florida
$95.4M
4
BCIM
Black Creek Investment Management
Ontario, Canada
$99.6M
5
Invesco
Invesco
Georgia
$189M

Top Sellers

1
Fundsmith LLP
Fundsmith LLP
United Kingdom
$0
2
VanEck Associates
VanEck Associates
New York
$28.4M
3
FIS
Fundsmith Investment Services
Mauritius
$0
4
CIP
Champlain Investment Partners
Vermont
$0
5
Wellington Management Group
Wellington Management Group
Massachusetts
$70.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LI
501
LRI Investments
Florida
$41.7K +$41.7K +1,549 New
BCFD
502
Boit C.F. David
$41.4K – – –
BF
503
BOK Financial
Oklahoma
$39.7K – – –
UB
504
UMB Bank
Missouri
$34.6K +$7.91K +294 +30%
SAM
505
S.A. Mason
Michigan
$32.8K +$54 +2 +0.2%
GRP
506
Global Retirement Partners
California
$31.4K +$31.4K +1,165 New
SOW
507
State of Wyoming
Wyoming
$30.5K +$30.5K +1,135 New
TPCW
508
TD Private Client Wealth
New York
$28.8K +$22.1K +823 +335%
OPTFSNA
509
Old Point Trust & Financial Services N A
Virginia
$25.2K – – –
MA
510
MCF Advisors
Kentucky
$25.2K -$379 -14 -1%
RBI
511
Raiffeisen Bank International
Austria
$24.9K -$6.83K -253 -22%
Federated Hermes
512
Federated Hermes
Pennsylvania
$24.7K +$21.3K +792 +634%
VWWMG
513
Vermillion & White Wealth Management Group
Pennsylvania
$23.5K +$9.42K +350 +67%
CA
514
Centerpoint Advisors
Massachusetts
$23K – – –
PFBT
515
Parkside Financial Bank & Trust
Missouri
$21.7K -$2.99K -111 -12%
BTD
516
BankPlus Trust Department
Mississippi
$21.5K – – –
SIC
517
Salem Investment Counselors
North Carolina
$20.4K – – –
OC
518
Oakworth Capital
Alabama
$20.2K -$7.32K -272 -27%
PS
519
Principal Securities
Iowa
$19.8K +$350 +13 +2%
SIM
520
Sentry Investment Management
Wisconsin
$18K – – –
MYIA
521
Mount Yale Investment Advisors
Colorado
$17.5K +$17.5K +649 New
SC
522
SouthState Corp
Florida
$17.2K -$18.6K -690 -52%
TWC
523
TD Waterhouse Canada
Ontario, Canada
$15.6K +$15.6K +562 New
AG
524
AmeriFlex Group
Nevada
$15.2K -$43.9K -1,679 -74%
MSE
525
MUFG Securities EMEA
United Kingdom
$14.5K +$14.5K +537 New
19 20
21
22 23