BF.B icon

Brown-Forman Class B

633 hedge funds and large institutions have $5.3B invested in Brown-Forman Class B in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 239 increasing their positions, 212 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

20% less capital invested

Capital invested by funds: $6.65B → $5.3B (-$1.35B)

47% less call options, than puts

Call options by funds: $29.9M | Put options by funds: $56.8M

Holders
633
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
$29.9M
Puts
$56.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
501
Allworth Financial
California
$46.6K
WC
502
Westerkirk Capital
$45.7K
TFA
503
Transamerica Financial Advisors
Florida
$45.5K
BLC
504
Brown, Lisle/Cummings
Rhode Island
$42.3K
AAP
505
Arax Advisory Partners
Colorado
$42K
LI
506
LRI Investments
Florida
$41.7K
BCFD
507
Boit C.F. David
$41.4K
BF
508
BOK Financial
Oklahoma
$39.7K
UB
509
UMB Bank
Missouri
$34.6K
SAM
510
S.A. Mason
Michigan
$32.8K
GRP
511
Global Retirement Partners
California
$31.4K
SOW
512
State of Wyoming
Wyoming
$30.5K
TPCW
513
TD Private Client Wealth
New York
$28.8K
OPTFSNA
514
Old Point Trust & Financial Services N A
Virginia
$25.2K
MA
515
MCF Advisors
Kentucky
$25.2K
RBI
516
Raiffeisen Bank International
Austria
$24.9K
Federated Hermes
517
Federated Hermes
Pennsylvania
$24.7K
VWWMG
518
Vermillion & White Wealth Management Group
Pennsylvania
$23.5K
CA
519
Centerpoint Advisors
Massachusetts
$23K
PFBT
520
Parkside Financial Bank & Trust
Missouri
$21.7K
BTD
521
BankPlus Trust Department
Mississippi
$21.5K
SIC
522
Salem Investment Counselors
North Carolina
$20.4K
OC
523
Oakworth Capital
Alabama
$20.2K
PS
524
Principal Securities
Iowa
$19.8K
SIM
525
Sentry Investment Management
Wisconsin
$18K