BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

624 hedge funds and large institutions have $5.29B invested in Brown-Forman Class B in 2025 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 238 increasing their positions, 209 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
-5
Holders Change %
-0.79%
% of All Funds
8.37%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
95
Increased
238
Reduced
209
Closed
91
Calls
$29.9M
Puts
$56.8M
Net Calls
-$26.8M
Net Calls Change
-$31.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$276M
2
EIC
Equity Investment Corp
Georgia
$90.1M
3
Citadel Advisors
Citadel Advisors
Florida
$95.4M
4
BCIM
Black Creek Investment Management
Ontario, Canada
$99.6M
5
Invesco
Invesco
Georgia
$189M

Top Sellers

1
Fundsmith LLP
Fundsmith LLP
United Kingdom
$0
2
VanEck Associates
VanEck Associates
New York
$28.4M
3
FIS
Fundsmith Investment Services
Mauritius
$0
4
CIP
Champlain Investment Partners
Vermont
$0
5
Wellington Management Group
Wellington Management Group
Massachusetts
$70.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFG
551
Putney Financial Group
California
$4.71K – – –
PAM
552
Parvin Asset Management
South Dakota
$4.71K – – –
JFGIW
553
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.13K -$20.1K -741 -83%
PWAM
554
Private Wealth Asset Management
Iowa
$4.04K – – –
CAL
555
Capital Advisors Ltd
Ohio
$4K -$11.1K -380 -74%
CAL
556
Capital Analysts LLC
Pennsylvania
$4K – – –
JFA
557
JNBA Financial Advisors
Minnesota
$3.96K – – –
SS
558
Sunbelt Securities
Texas
$3.8K -$5.7K -150 -60%
GWM
559
Geneos Wealth Management
Colorado
$3.47K -$9.53K -354 -73%
SSG
560
Summit Securities Group
New York
$3.28K +$3.28K +122 New
SAM
561
Smartleaf Asset Management
Massachusetts
$3.04K +$2.49K +94 +448%
FFO
562
Fortitude Family Office
Arizona
$3.04K +$3.04K +113 New
CSC
563
Caldwell Sutter Capital
California
$2.93K – – –
SWP
564
Strategic Wealth Partners
Ohio
$2.92K +$2.92K +108 New
FMII
565
Farmers & Merchants Investments Inc
Nebraska
$2.88K – – –
MCM
566
MV Capital Management
Maryland
$2.69K +$619 +23 +30%
BIA
567
Bell Investment Advisors
California
$2.45K – – –
PSFG
568
Park Square Financial Group
Georgia
$2.42K – – –
LCM
569
Logan Capital Management
Pennsylvania
$2.42K – – –
HIA
570
Harbor Investment Advisory
Maryland
$2.42K +$2.42K +90 New
TWD
571
True Wealth Design
Ohio
$2.4K +$753 +28 +46%
MCM
572
Manchester Capital Management
Vermont
$2.34K -$2.99K -111 -56%
CA
573
CoreCap Advisors
Michigan
$2.29K -$215 -8 -9%
S
574
Sachetta
Massachusetts
$2.21K -$781 -29 -26%
WTFG
575
Wood Tarver Financial Group
Idaho
$2K – – –
21 22
23
24 25