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Brown-Forman Class B

633 hedge funds and large institutions have $5.3B invested in Brown-Forman Class B in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 239 increasing their positions, 212 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

20% less capital invested

Capital invested by funds: $6.65B → $5.3B (-$1.35B)

47% less call options, than puts

Call options by funds: $29.9M | Put options by funds: $56.8M

Holders
633
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
$29.9M
Puts
$56.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
526
Chesapeake Asset Management
New York
$17.5K
MYIA
527
Mount Yale Investment Advisors
Colorado
$17.5K
SC
528
SouthState Corp
Florida
$17.2K
TWC
529
TD Waterhouse Canada
Ontario, Canada
$15.6K
AG
530
AmeriFlex Group
Nevada
$15.2K
MSE
531
MUFG Securities EMEA
United Kingdom
$14.5K
GWSG
532
GPS Wealth Strategies Group
Colorado
$14.3K
TCOT
533
Trust Company of Toledo
Ohio
$13.9K
AAS
534
Ameritas Advisory Services
Nebraska
$13.8K
CNBTD
535
Citizens National Bank Trust Department
Mississippi
$13.5K
OL
536
OneFund LLC
Florida
$13K
IA
537
IFP Advisors
Florida
$12.1K
HWM
538
Hemington Wealth Management
Virginia
$12K
FHA
539
First Horizon Advisors
Tennessee
$10.5K
CH
540
Cromwell Holdings
Wyoming
$10.4K
KTC
541
Kentucky Trust Company
Kentucky
$8.53K
ZBNA
542
Zions Bancorporation, National Association
Utah
$8.13K
LS
543
Livforsakringsbolaget Skandia
Sweden
$8.12K
AWM
544
Atticus Wealth Management
Florida
$8.07K
GIBU
545
Gulf International Bank (UK)
United Kingdom
$8K
HBW
546
Hazlett, Burt & Watson
West Virginia
$7K
GKIM
547
GW&K Investment Management
Massachusetts
$7K
CFO
548
CVA Family Office
Colorado
$6.86K
OAJ
549
Ogorek Anthony Joseph
New York
$6K
MSWM
550
Mowery & Schoenfeld Wealth Management
Illinois
$5.92K