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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
GAFA
501
Garton & Associates Financial Advisors
Kentucky
$26.1K
OPTFSNA
502
Old Point Trust & Financial Services N A
Virginia
$24.4K
CRI
503
Commonwealth Retirement Investments
Virginia
$24.4K
RBI
504
Raiffeisen Bank International
Austria
$24.2K
Federated Hermes
505
Federated Hermes
Pennsylvania
$22.8K
MPWT
506
MassMutual Private Wealth & Trust
Connecticut
$22.3K
CA
507
Centerpoint Advisors
Massachusetts
$22K
GG
508
Gleason Group
Kentucky
$21.4K
LWCFA
509
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21.4K
BTD
510
BankPlus Trust Department
Mississippi
$20.8K
OC
511
Oakworth Capital
Alabama
$19.5K
SIC
512
SJS Investment Consulting
Ohio
$18.8K
CAM
513
Chesapeake Asset Management
New York
$16.9K
DT
514
DV Trading
Illinois
$16.6K
LWANC
515
Laurel Wealth Advisors (North Carolina)
North Carolina
$16.1K
CH
516
Cromwell Holdings
Wyoming
$16.1K
SAG
517
SageView Advisory Group
California
$15.6K
WETS
518
Wealth Enhancement Trust Services
South Dakota
$15.5K
TWC
519
TD Waterhouse Canada
Ontario, Canada
$14.7K
SWM
520
Spire Wealth Management
Virginia
$14.6K
SC
521
Stephens Consulting
Michigan
$13.8K
OL
522
OneFund LLC
Florida
$13.6K
TCOT
523
Trust Company of Toledo
Ohio
$13.5K
WA
524
Westfuller Advisors
New York
$13.5K
SIM
525
Sentry Investment Management
Wisconsin
$13K