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Brown-Forman Class B

642 hedge funds and large institutions have $6.73B invested in Brown-Forman Class B in 2025 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 264 increasing their positions, 202 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

31% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 202

14% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 81

11% more call options, than puts

Call options by funds: $46.7M | Put options by funds: $42.1M

4.44% more ownership

Funds ownership: 60.91%65.35% (+4.4%)

1% more funds holding

Funds holding: 635642 (+7)

4% less capital invested

Capital invested by funds: $7.02B → $6.73B (-$287M)

Holders
642
Holders Change
+7
Holders Change %
+1.1%
% of All Funds
8.61%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
92
Increased
264
Reduced
202
Closed
81
Calls
$46.7M
Puts
$42.1M
Net Calls
+$4.59M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
551
Geneos Wealth Management
Colorado
$16.4K +$9.13K +271 +128%
ZBNA
552
Zions Bancorporation, National Association
Utah
$16.3K +$16.2K +480 New
FHA
553
First Horizon Advisors
Tennessee
$16.1K +$9.4K +279 +144%
LSA
554
Leonteq Securities AG
Switzerland
$15.8K -$9.88K -293 -39%
NS
555
NBC Securities
Alabama
$15K +$15.6K +463 New
IA
556
IFP Advisors
Florida
$13.2K +$6.78K +201 +107%
GAM
557
Generali Asset Management
Italy
$12.8K
HT
558
Headlands Technologies
Illinois
$12K -$192K -5,697 -94%
GIBU
559
Gulf International Bank (UK)
United Kingdom
$11K
AWM
560
Atticus Wealth Management
Florida
$10.9K -$8.43K -250 -44%
KTC
561
Kentucky Trust Company
Kentucky
$10.8K
UBP
562
Union Bancaire Privee
Switzerland
$10.5K
LS
563
Livforsakringsbolaget Skandia
Sweden
$10.2K
CT
564
Clearstead Trust
Maine
$9.67K +$9.61K +285 New
WPA
565
West Paces Advisors
Georgia
$8.96K
CT
566
Colonial Trust
South Carolina
$8.82K +$135 +4 +2%
SS
567
Sunbelt Securities
Texas
$8.48K +$5.06K +150 +150%
TPCW
568
TD Private Client Wealth
New York
$8.35K -$29.4K -873 -78%
HBW
569
Hazlett, Burt & Watson
West Virginia
$8K
MSWM
570
Mowery & Schoenfeld Wealth Management
Illinois
$7.47K -$843 -25 -10%
OAJ
571
Ogorek Anthony Joseph
New York
$7K +$34 +1 +0.4%
CTA
572
Colonial Trust Advisors
South Carolina
$6.97K +$3.88K +115 +128%
HFS
573
Hopwood Financial Services
Virginia
$6.79K -$4.32K -128 -39%
RDFA
574
Ritter Daniher Financial Advisory
Ohio
$6.79K +$6.74K +200 New
MCM
575
Manchester Capital Management
Vermont
$6.72K +$4.85K +144 +267%

BF.B Hedge Fund Activity: Q1 2025 in Review

642 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q1 2025, worth a combined $6.73B — down 4.1% from $7.02B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new BF.B positions and 81 closed out — a net gain of 11 holders — while 264 added to existing stakes and 202 trimmed.

The largest buyer was Bank of America, adding an estimated $101M. The largest seller was Lazard Asset Management, cutting an estimated $94.5M.

  • 642 institutional investors held Brown-Forman Class B (BF.B) as of Q1 2025, up from 635 in Q4 2024.
  • Funds reported $6.73B of Brown-Forman Class B stock for Q1 2025, down 4.1% quarter-over-quarter.
  • 92 funds opened new Brown-Forman Class B positions in Q1 2025 and 81 closed out, a net change of +11 holders.
  • The largest Brown-Forman Class B buyer in Q1 2025 was Bank of America, an estimated $101M added.
  • The largest Brown-Forman Class B seller in Q1 2025 was Lazard Asset Management, an estimated $94.5M sold.

Based on aggregated 13F filings for Q1 2025.