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Brown-Forman Class B

643 hedge funds and large institutions have $6.73B invested in Brown-Forman Class B in 2025 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 264 increasing their positions, 202 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

31% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 202

14% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 81

11% more call options, than puts

Call options by funds: $46.7M | Put options by funds: $42.1M

4.44% more ownership

Funds ownership: 60.91%65.35% (+4.4%)

1% more funds holding

Funds holding: 636643 (+7)

4% less capital invested

Capital invested by funds: $7.02B → $6.73B (-$287M)

Holders
643
Holders Change
+7
Holders Change %
+1.1%
% of All Funds
8.62%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
92
Increased
264
Reduced
202
Closed
81
Calls
$46.7M
Puts
$42.1M
Net Calls
+$4.59M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
526
Transamerica Financial Advisors
Florida
$45K +$38.5K +1,142 +705%
SAM
527
S.A. Mason
Michigan
$41.3K +$16.9K +500 +70%
RBI
528
Raiffeisen Bank International
Austria
$40.1K
EI
529
eCIO Inc
Wisconsin
$36.5K +$36.3K +1,076 New
OC
530
Oakworth Capital
Alabama
$34.7K
UB
531
UMB Bank
Missouri
$33.7K -$24.4K -725 -42%
RIL
532
Rothschild Investment LLC
Illinois
$32.6K -$67 -2 -0.2%
MA
533
MCF Advisors
Kentucky
$32.2K
OPTFSNA
534
Old Point Trust & Financial Services N A
Virginia
$31.8K +$31.6K +937 New
PFBT
535
Parkside Financial Bank & Trust
Missouri
$31.1K +$5.22K +155 +20%
JFGIW
536
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$30.5K +$25K +741 +488%
CA
537
Centerpoint Advisors
Massachusetts
$28K
GM
538
GeoWealth Management
Illinois
$27.5K +$27.3K +810 New
PS
539
Principal Securities
Iowa
$27.4K
BTD
540
BankPlus Trust Department
Mississippi
$27.1K
QC
541
Quent Capital
New York
$25.7K +$11.2K +333 +79%
SIC
542
Salem Investment Counselors
North Carolina
$25.6K
CAM
543
Chesapeake Asset Management
New York
$22.1K -$337 -10 -2%
SIM
544
Sentry Investment Management
Wisconsin
$21K +$21.2K +628 New
LWANC
545
Laurel Wealth Advisors (North Carolina)
North Carolina
$20.9K -$3.37K -100 -14%
CAL
546
Capital Advisors Ltd
Ohio
$18K +$11.9K +353 +215%
GWSG
547
GPS Wealth Strategies Group
Colorado
$18K
VWWMG
548
Vermillion & White Wealth Management Group
Pennsylvania
$17.8K +$17.7K +524 New
HWM
549
Hemington Wealth Management
Virginia
$17K +$67 +2 +0.4%
CNBTD
550
Citizens National Bank Trust Department
Mississippi
$17K

BF.B Hedge Fund Activity: Q1 2025 in Review

643 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q1 2025, worth a combined $6.73B — down 4.1% from $7.02B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new BF.B positions and 81 closed out — a net gain of 11 holders — while 264 added to existing stakes and 202 trimmed.

The largest buyer was Bank of America, adding an estimated $101M. The largest seller was Lazard Asset Management, cutting an estimated $94.5M.

  • 643 institutional investors held Brown-Forman Class B (BF.B) as of Q1 2025, up from 636 in Q4 2024.
  • Funds reported $6.73B of Brown-Forman Class B stock for Q1 2025, down 4.1% quarter-over-quarter.
  • 92 funds opened new Brown-Forman Class B positions in Q1 2025 and 81 closed out, a net change of +11 holders.
  • The largest Brown-Forman Class B buyer in Q1 2025 was Bank of America, an estimated $101M added.
  • The largest Brown-Forman Class B seller in Q1 2025 was Lazard Asset Management, an estimated $94.5M sold.

Based on aggregated 13F filings for Q1 2025.