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Brown-Forman Class B

630 hedge funds and large institutions have $5.3B invested in Brown-Forman Class B in 2025 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 238 increasing their positions, 211 reducing their positions, and 91 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
630
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
SC
526
SouthState Corp
Florida
$17.2K
TWC
527
TD Waterhouse Canada
Ontario, Canada
$15.6K
AG
528
AmeriFlex Group
Nevada
$15.2K
MSE
529
MUFG Securities EMEA
United Kingdom
$14.5K
GWSG
530
GPS Wealth Strategies Group
Colorado
$14.3K
TCOT
531
Trust Company of Toledo
Ohio
$13.9K
AAS
532
Ameritas Advisory Services
Nebraska
$13.8K
CNBTD
533
Citizens National Bank Trust Department
Mississippi
$13.5K
OL
534
OneFund LLC
Florida
$13K
IA
535
IFP Advisors
Florida
$12.1K
HWM
536
Hemington Wealth Management
Virginia
$12K
FHA
537
First Horizon Advisors
Tennessee
$10.5K
CH
538
Cromwell Holdings
Wyoming
$10.4K
KTC
539
Kentucky Trust Company
Kentucky
$8.53K
ZBNA
540
Zions Bancorporation, National Association
Utah
$8.13K
LS
541
Livforsakringsbolaget Skandia
Sweden
$8.12K
AWM
542
Atticus Wealth Management
Florida
$8.07K
GIBU
543
Gulf International Bank (UK)
United Kingdom
$8K
HBW
544
Hazlett, Burt & Watson
West Virginia
$7K
GKIM
545
GW&K Investment Management
Massachusetts
$7K
CFO
546
CVA Family Office
Colorado
$6.86K
OAJ
547
Ogorek Anthony Joseph
New York
$6K
MSWM
548
Mowery & Schoenfeld Wealth Management
Illinois
$5.92K
CTA
549
Colonial Trust Advisors
South Carolina
$5.57K
RDFA
550
Ritter Daniher Financial Advisory
Ohio
$5.38K