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Brown-Forman Class B

635 hedge funds and large institutions have $6.43B invested in Brown-Forman Class B in 2025 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 202 increasing their positions, 249 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:

2% more funds holding

Funds holding: 624635 (+11)

19% less call options, than puts

Call options by funds: $29.7M | Put options by funds: $36.5M

19% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 249

Holders
635
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
LI
501
LRI Investments
Florida
$30.7K
FHA
502
Flagship Harbor Advisors
Massachusetts
$30.3K
IA
503
IFP Advisors
Florida
$29.7K
CFB
504
Cullen/Frost Bankers
Texas
$28.7K
PFBT
505
Parkside Financial Bank & Trust
Missouri
$28K
GAFA
506
Garton & Associates Financial Advisors
Kentucky
$26.1K
OPTFSNA
507
Old Point Trust & Financial Services N A
Virginia
$24.4K
CRI
508
Commonwealth Retirement Investments
Virginia
$24.4K
RBI
509
Raiffeisen Bank International
Austria
$24.2K
Federated Hermes
510
Federated Hermes
Pennsylvania
$22.8K
MPWT
511
MassMutual Private Wealth & Trust
Connecticut
$22.3K
CA
512
Centerpoint Advisors
Massachusetts
$22K
GG
513
Gleason Group
Kentucky
$21.4K
LWCFA
514
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21.4K
BTD
515
BankPlus Trust Department
Mississippi
$20.8K
OC
516
Oakworth Capital
Alabama
$19.5K
SIC
517
SJS Investment Consulting
Ohio
$18.8K
CAM
518
Chesapeake Asset Management
New York
$16.9K
DT
519
DV Trading
Illinois
$16.6K
LWANC
520
Laurel Wealth Advisors (North Carolina)
North Carolina
$16.1K
CH
521
Cromwell Holdings
Wyoming
$16.1K
SAG
522
SageView Advisory Group
California
$15.6K
WETS
523
Wealth Enhancement Trust Services
South Dakota
$15.5K
TWC
524
TD Waterhouse Canada
Ontario, Canada
$14.7K
SWM
525
Spire Wealth Management
Virginia
$14.6K