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Brown-Forman Class B

625 hedge funds and large institutions have $6.42B invested in Brown-Forman Class B in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 202 increasing their positions, 246 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: 619625 (+6)

18% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 246

19% less call options, than puts

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

Holders
625
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
MCM
551
Manchester Capital Management
Vermont
$4.74K
PB
552
Pinnacle Bancorp
Nebraska
$4.17K
CAL
553
Capital Advisors Ltd
Ohio
$4K
IIM
554
IFC & Insurance Marketing
California
$4K
PWAM
555
Private Wealth Asset Management
Iowa
$3.91K
JFGIW
556
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.86K
JFA
557
JNBA Financial Advisors
Minnesota
$3.83K
BIA
558
Bell Investment Advisors
California
$3.75K
CA
559
CoreCap Advisors
Michigan
$3.57K
TWD
560
True Wealth Design
Ohio
$3.47K
CSC
561
Caldwell Sutter Capital
California
$2.84K
FMII
562
Farmers & Merchants Investments Inc
Nebraska
$2.79K
S
563
Sachetta
Massachusetts
$2.66K
FNWA
564
Financial Network Wealth Advisors
Utah
$2.63K
SC
565
SouthState Corp
Florida
$2.48K
HIA
566
Harbor Investment Advisory
Maryland
$2.35K
BWL
567
Bogart Wealth LLC
Virginia
$2.24K
MCM
568
MV Capital Management
Maryland
$2.16K
KG
569
Kilter Group
New York
$2.11K
JSAM
570
J. Safra Asset Management
New York
$1.96K
CIA
571
Cape Investment Advisory
Georgia
$1.83K
KBFS
572
Kohmann Bosshard Financial Services
Ohio
$1.77K
KFAS
573
Keating Financial Advisory Services
Kansas
$1.67K
IRC
574
Investors Research Corp
Georgia
$1.49K
SA
575
SRH Advisors
Kansas
$1.43K