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Brown-Forman Class B

630 hedge funds and large institutions have $5.3B invested in Brown-Forman Class B in 2025 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 238 increasing their positions, 211 reducing their positions, and 91 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
630
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
TFA
501
Transamerica Financial Advisors
Florida
$45.5K
BLC
502
Brown, Lisle/Cummings
Rhode Island
$42.3K
AAP
503
Arax Advisory Partners
Colorado
$42K
LI
504
LRI Investments
Florida
$41.7K
BCFD
505
Boit C.F. David
$41.4K
BF
506
BOK Financial
Oklahoma
$39.7K
UB
507
UMB Bank
Missouri
$34.6K
SAM
508
S.A. Mason
Michigan
$32.8K
GRP
509
Global Retirement Partners
California
$31.4K
SOW
510
State of Wyoming
Wyoming
$30.5K
TPCW
511
TD Private Client Wealth
New York
$28.8K
OPTFSNA
512
Old Point Trust & Financial Services N A
Virginia
$25.2K
MA
513
MCF Advisors
Kentucky
$25.2K
RBI
514
Raiffeisen Bank International
Austria
$24.9K
Federated Hermes
515
Federated Hermes
Pennsylvania
$24.7K
VWWMG
516
Vermillion & White Wealth Management Group
Pennsylvania
$23.5K
CA
517
Centerpoint Advisors
Massachusetts
$23K
PFBT
518
Parkside Financial Bank & Trust
Missouri
$21.7K
BTD
519
BankPlus Trust Department
Mississippi
$21.5K
SIC
520
Salem Investment Counselors
North Carolina
$20.4K
OC
521
Oakworth Capital
Alabama
$20.2K
PS
522
Principal Securities
Iowa
$19.8K
SIM
523
Sentry Investment Management
Wisconsin
$18K
CAM
524
Chesapeake Asset Management
New York
$17.5K
MYIA
525
Mount Yale Investment Advisors
Colorado
$17.5K