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Brown-Forman Class B

629 hedge funds and large institutions have $6.43B invested in Brown-Forman Class B in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 202 increasing their positions, 247 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:

1% more funds holding

Funds holding: 621629 (+8)

18% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 247

19% less call options, than puts

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

Holders
629
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
IA
501
IFP Advisors
Florida
$29.7K
CFB
502
Cullen/Frost Bankers
Texas
$28.7K
PFBT
503
Parkside Financial Bank & Trust
Missouri
$28K
GAFA
504
Garton & Associates Financial Advisors
Kentucky
$26.1K
OPTFSNA
505
Old Point Trust & Financial Services N A
Virginia
$24.4K
CRI
506
Commonwealth Retirement Investments
Virginia
$24.4K
RBI
507
Raiffeisen Bank International
Austria
$24.2K
Federated Hermes
508
Federated Hermes
Pennsylvania
$22.8K
MPWT
509
MassMutual Private Wealth & Trust
Connecticut
$22.3K
CA
510
Centerpoint Advisors
Massachusetts
$22K
GG
511
Gleason Group
Kentucky
$21.4K
LWCFA
512
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21.4K
BTD
513
BankPlus Trust Department
Mississippi
$20.8K
OC
514
Oakworth Capital
Alabama
$19.5K
SIC
515
SJS Investment Consulting
Ohio
$18.8K
CAM
516
Chesapeake Asset Management
New York
$16.9K
DT
517
DV Trading
Illinois
$16.6K
LWANC
518
Laurel Wealth Advisors (North Carolina)
North Carolina
$16.1K
CH
519
Cromwell Holdings
Wyoming
$16.1K
SAG
520
SageView Advisory Group
California
$15.6K
WETS
521
Wealth Enhancement Trust Services
South Dakota
$15.5K
TWC
522
TD Waterhouse Canada
Ontario, Canada
$14.7K
SWM
523
Spire Wealth Management
Virginia
$14.6K
SC
524
Stephens Consulting
Michigan
$13.8K
OL
525
OneFund LLC
Florida
$13.6K