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Brown-Forman Class B

610 hedge funds and large institutions have $6.01B invested in Brown-Forman Class B in 2025 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 204 increasing their positions, 233 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

3% less funds holding

Funds holding: 629610 (-19)

12% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 233

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
610
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$27M
Puts
$21.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
551
True Wealth Design
Ohio
$3.95K
SAM
552
Smartleaf Asset Management
Massachusetts
$3.11K
CSC
553
Caldwell Sutter Capital
California
$2.95K
SWP
554
Strategic Wealth Partners
Ohio
$2.94K
FMII
555
Farmers & Merchants Investments Inc
Nebraska
$2.9K
FNWA
556
Financial Network Wealth Advisors
Utah
$2.73K
HNW
557
High Note Wealth
Minnesota
$2.73K
SS
558
Sunbelt Securities
Texas
$2.71K
APM
559
Advanced Portfolio Management
New York
$2.49K
LCM
560
Logan Capital Management
Pennsylvania
$2.44K
HIA
561
Harbor Investment Advisory
Maryland
$2.44K
OP
562
ORG Partners
Indiana
$2.08K
EWP
563
Elevation Wealth Partners
California
$1.98K
PWMG
564
Prestige Wealth Management Group
New Jersey
$1.97K
BWL
565
Bogart Wealth LLC
Virginia
$1.84K
PB
566
Pinnacle Bancorp
Nebraska
$1.81K
MIM
567
MTM Investment Management
South Carolina
$1.6K
IRC
568
Investors Research Corp
Georgia
$1.54K
SA
569
SRH Advisors
Kansas
$1.49K
BIA
570
Bell Investment Advisors
California
$1.46K
FFO
571
Fortitude Family Office
Arizona
$1.44K
MSG
572
Main Street Group
Virginia
$1.35K
AFG
573
Albion Financial Group
Utah
$1.27K
S
574
Sachetta
Massachusetts
$1.25K
GBT
575
Grove Bank & Trust
Florida
$1.25K