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Brown-Forman Class B

575 hedge funds and large institutions have $5.35B invested in Brown-Forman Class B in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 178 increasing their positions, 238 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

17% less capital invested

Capital invested by funds: $6.43B → $5.35B (-$1.08B)

25% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 238

38% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 119

Holders
575
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29.4M
Puts
$20.3M
Net Calls
Net Calls Change

Top Sellers

1 -$346M
2 -$79.3M
3 -$65.7M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$45.4M
5
UBS AM
UBS AM
Illinois
-$42.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
526
Bogart Wealth LLC
Virginia
$1.32K
AFG
527
Albion Financial Group
Utah
$1.24K
GBT
528
Grove Bank & Trust
Florida
$1.22K
GGI
529
Godsey & Gibb Inc
Virginia
$1.16K
MCM
530
MV Capital Management
Maryland
$1.14K
JWM
531
JPL Wealth Management
Colorado
$1.14K
GSEP
532
Golden State Equity Partners
California
$1.01K
BIA
533
Bell Investment Advisors
California
$1K
TC
534
Truvestments Capital
Florida
$988
BHWM
535
Bay Harbor Wealth Management
Maryland
$957
NB
536
NBT Bank
New York
$952
EWP
537
Elevation Wealth Partners
California
$926
RWM
538
Rialto Wealth Management
New York
$926
PP
539
PFS Partners
New Jersey
$847
WA
540
WPG Advisers
Maryland
$846
SGK
541
Steigerwald Gordon & Koch
Virginia
$820
DPW
542
DiNuzzo Private Wealth
Pennsylvania
$820
Walleye Trading
543
Walleye Trading
New York
$793
SSG
544
Summit Securities Group
New York
$740
TSMHT
545
Thurston Springer Miller Herd & Titak
Indiana
$699
AWM
546
Abound Wealth Management
Tennessee
$688
PFA
547
Pillar Financial Advisors
Kentucky
$661
SC
548
SouthState Corp
Florida
$635
AP
549
Aspect Partners
Virginia
$608
WIM
550
Westside Investment Management
California
$582