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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
EWA
501
EverSource Wealth Advisors
Alabama
$93.1K -$49.8K -1,478 -35%
QL
502
Quarry LP
New York
$91.9K +$91.3K +2,709 New
HNB
503
Huntington National Bank
Ohio
$91.8K +$21.2K +628 +30%
AAP
504
Arax Advisory Partners
Colorado
$91.1K -$97.8K -2,901 -52%
AF
505
Allworth Financial
California
$89.6K +$35.4K +1,050 +68%
HI
506
Horizon Investments
North Carolina
$88.8K +$3.64K +108 +4%
BCMLT
507
Beacon Capital Management LLC (Tennessee)
Tennessee
$88K +$87.4K +2,592 New
MPWT
508
MassMutual Private Wealth & Trust
Connecticut
$87.7K +$71.5K +2,121 +457%
AWM
509
Accredited Wealth Management
Kentucky
$86.6K +$13.5K +400 +19%
GG
510
Gleason Group
Kentucky
$86.4K +$506 +15 +0.6%
BC
511
Barrett & Company
Rhode Island
$84.6K
TH
512
TCTC Holdings
Texas
$80.7K +$472 +14 +0.6%
AG
513
AmeriFlex Group
Nevada
$76.6K +$67 +2 +0.1%
JEST
514
JTC Employer Solutions Trustee
Jersey
$76K
LC
515
Lindbrook Capital
California
$74.8K +$58.4K +1,733 +368%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
516
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$73.7K +$73.2K +2,171 New
GEA
517
Glen Eagle Advisors
New Jersey
$67.9K -$118K -3,500 -64%
WSFS
518
Wilmington Savings Fund Society
Delaware
$59.6K -$51.8K -1,536 -47%
CT
519
Coastline Trust
Rhode Island
$59.4K
API
520
Asset Planning Inc
California
$59.4K
BTI
521
Blue Trust Inc
Georgia
$58.4K +$5.33K +158 +10%
BCFD
522
Boit C.F. David
$52.2K
CFO
523
CVA Family Office
Colorado
$50.2K +$5.93K +176 +13%
BF
524
BOK Financial
Oklahoma
$50.1K
SC
525
SouthState Corp
Florida
$45.1K +$17.6K +522 +65%

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.