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Brown-Forman Class B

629 hedge funds and large institutions have $6.43B invested in Brown-Forman Class B in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 202 increasing their positions, 247 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: 621629 (+8)

18% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 247

19% less call options, than puts

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

Holders
629
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
TCOT
526
Trust Company of Toledo
Ohio
$13.5K
WA
527
Westfuller Advisors
New York
$13.5K
SIM
528
Sentry Investment Management
Wisconsin
$13K
CT
529
Clearstead Trust
Maine
$12.5K
QC
530
Quent Capital
New York
$11.6K
FC
531
Financial Consulate
Maryland
$11.6K
FFO
532
Fortitude Family Office
Arizona
$10.4K
PWPS
533
Pinnacle Wealth Planning Services
Ohio
$10K
GAM
534
Generali Asset Management
Italy
$9.85K
CT
535
Colonial Trust
South Carolina
$9.41K
EW
536
Elyxium Wealth
California
$9.1K
FHC
537
First Horizon Corporation
Tennessee
$8.91K
TPCW
538
TD Private Client Wealth
New York
$8.47K
KTC
539
Kentucky Trust Company
Kentucky
$8.26K
LS
540
Livforsakringsbolaget Skandia
Sweden
$7.87K
ITIM
541
Indiana Trust & Investment Management
Indiana
$7.11K
HBW
542
Hazlett, Burt & Watson
West Virginia
$7K
GWSG
543
GPS Wealth Strategies Group
Colorado
$6.91K
SSG
544
Summit Securities Group
New York
$6.83K
MSWM
545
Mowery & Schoenfeld Wealth Management
Illinois
$6.7K
AFC
546
Ares Financial Consulting
California
$6.25K
DE
547
DV Equities
Illinois
$6.23K
GKIM
548
GW&K Investment Management
Massachusetts
$6K
OAJ
549
Ogorek Anthony Joseph
New York
$6K
CTB
550
Country Trust Bank
Illinois
$5.71K