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Brown-Forman Class B

621 hedge funds and large institutions have $6.05B invested in Brown-Forman Class B in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 210 increasing their positions, 236 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

2% less funds holding

Funds holding: 635621 (-14)

11% less repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 236

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
621
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$27M
Puts
$21.9M
Net Calls
Net Calls Change

Top Buyers

1 +$362M
2 +$146M
3 +$70.7M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$59.9M
5
UBS Group
UBS Group
Switzerland
+$51.9M
Name Holding Trade Value Shares
Change
Change in
Stake
LSA
501
Leonteq Securities AG
Switzerland
$28K
SIC
502
SJS Investment Consulting
Ohio
$27.2K
OPTFSNA
503
Old Point Trust & Financial Services N A
Virginia
$25.4K
MA
504
MCF Advisors
Kentucky
$25.3K
RBI
505
Raiffeisen Bank International
Austria
$24.9K
Federated Hermes
506
Federated Hermes
Pennsylvania
$23.7K
GRP
507
Global Retirement Partners
California
$23.3K
CA
508
Centerpoint Advisors
Massachusetts
$23K
PS
509
Principal Securities
Iowa
$22.5K
GG
510
Gleason Group
Kentucky
$22.1K
BTD
511
BankPlus Trust Department
Mississippi
$21.6K
SIC
512
Salem Investment Counselors
North Carolina
$21.1K
OC
513
Oakworth Capital
Alabama
$20.3K
CIAM
514
Caitong International Asset Management
Hong Kong
$20.3K
MPWT
515
MassMutual Private Wealth & Trust
Connecticut
$19.3K
PFBT
516
Parkside Financial Bank & Trust
Missouri
$18.4K
RIL
517
Rothschild Investment LLC
Illinois
$18.3K
CAM
518
Chesapeake Asset Management
New York
$17.6K
TWC
519
TD Waterhouse Canada
Ontario, Canada
$15.5K
CH
520
Cromwell Holdings
Wyoming
$14.7K
GWSG
521
GPS Wealth Strategies Group
Colorado
$14.4K
SC
522
Stephens Consulting
Michigan
$14.3K
TCOT
523
Trust Company of Toledo
Ohio
$14K
SIM
524
Sentry Investment Management
Wisconsin
$14K
AAS
525
Ameritas Advisory Services
Nebraska
$13.5K