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Brown-Forman Class B

629 hedge funds and large institutions have $6.63B invested in Brown-Forman Class B in 2025 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 259 increasing their positions, 196 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+4
Holders Change %
+0.64%
% of All Funds
8.55%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
93
Increased
259
Reduced
196
Closed
82
Calls
$46.7M
Puts
$42.1M
Net Calls
+$4.59M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Shares
Change %
CT
551
Clearstead Trust
Maine
$9.67K +$9.67K +285 New
WPA
552
West Paces Advisors
Georgia
$8.96K
CT
553
Colonial Trust
South Carolina
$8.82K +$136 +4 +2%
SS
554
Sunbelt Securities
Texas
$8.49K +$5.09K +150 +150%
TPCW
555
TD Private Client Wealth
New York
$8.35K -$29.6K -873 -78%
HBW
556
Hazlett, Burt & Watson
West Virginia
$8K
MSWM
557
Mowery & Schoenfeld Wealth Management
Illinois
$7.47K -$849 -25 -10%
OAJ
558
Ogorek Anthony Joseph
New York
$7K +$30 +1 +0.4%
CTA
559
Colonial Trust Advisors
South Carolina
$6.97K +$3.91K +115 +128%
HFS
560
Hopwood Financial Services
Virginia
$6.79K -$4.34K -128 -39%
RDFA
561
Ritter Daniher Financial Advisory
Ohio
$6.79K +$6.79K +200 New
MCM
562
Manchester Capital Management
Vermont
$6.72K +$4.89K +144 +267%
HPC
563
HM Payson & Co
Maine
$6.35K
BA
564
Bellwether Advisors
Nebraska
$6.08K -$1.34M -39,461 -100%
GKIM
565
GW&K Investment Management
Massachusetts
$6K +$3.93K +118 +190%
NFSG
566
Newbridge Financial Services Group
Florida
$5.97K
PFG
567
Putney Financial Group
California
$5.94K
PAM
568
Parvin Asset Management
South Dakota
$5.94K +$5.94K +175 New
PWAM
569
Private Wealth Asset Management
Iowa
$5.09K +$5.09K +150 New
CAL
570
Capital Analysts LLC
Pennsylvania
$5K
HFS
571
Hantz Financial Services
Michigan
$5K +$3.11K +87 +164%
JFA
572
JNBA Financial Advisors
Minnesota
$4.99K -$15.3K -450 -75%
GBT
573
Grove Bank & Trust
Florida
$4.96K +$3.39K +100 +217%
BC
574
Bayforest Capital
United Kingdom
$4.85K +$4.85K +143 New
SO
575
Sierra Ocean
California
$4.65K +$2.48K +73 +114%