BF.B icon

Brown-Forman Class B

625 hedge funds and large institutions have $6.42B invested in Brown-Forman Class B in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 202 increasing their positions, 246 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: 619625 (+6)

18% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 246

19% less call options, than puts

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

Holders
625
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
CT
526
Clearstead Trust
Maine
$12.5K
QC
527
Quent Capital
New York
$11.6K
FC
528
Financial Consulate
Maryland
$11.6K
FFO
529
Fortitude Family Office
Arizona
$10.4K
PWPS
530
Pinnacle Wealth Planning Services
Ohio
$10K
GAM
531
Generali Asset Management
Italy
$9.85K
CT
532
Colonial Trust
South Carolina
$9.41K
EW
533
Elyxium Wealth
California
$9.1K
FHC
534
First Horizon Corporation
Tennessee
$8.91K
TPCW
535
TD Private Client Wealth
New York
$8.47K
KTC
536
Kentucky Trust Company
Kentucky
$8.26K
LS
537
Livforsakringsbolaget Skandia
Sweden
$7.87K
ITIM
538
Indiana Trust & Investment Management
Indiana
$7.11K
HBW
539
Hazlett, Burt & Watson
West Virginia
$7K
GWSG
540
GPS Wealth Strategies Group
Colorado
$6.91K
SSG
541
Summit Securities Group
New York
$6.83K
MSWM
542
Mowery & Schoenfeld Wealth Management
Illinois
$6.7K
AFC
543
Ares Financial Consulting
California
$6.25K
DE
544
DV Equities
Illinois
$6.23K
GKIM
545
GW&K Investment Management
Massachusetts
$6K
OAJ
546
Ogorek Anthony Joseph
New York
$6K
CTB
547
Country Trust Bank
Illinois
$5.71K
CTA
548
Colonial Trust Advisors
South Carolina
$5.48K
RDFA
549
Ritter Daniher Financial Advisory
Ohio
$5.21K
HPC
550
HM Payson & Co
Maine
$4.87K