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Brown-Forman Class B

621 hedge funds and large institutions have $6.05B invested in Brown-Forman Class B in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 210 increasing their positions, 236 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:

2% less funds holding

Funds holding: 635621 (-14)

11% less repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 236

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
621
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

Top Buyers

1 +$362M
2 +$146M
3 +$70.7M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$59.9M
5
UBS Group
UBS Group
Switzerland
+$51.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
551
Colonial Trust
South Carolina
$5.42K
CA
552
CoreCap Advisors
Michigan
$5.28K
WANY
553
Wealthspire Advisors (New York)
New York
$4.75K
MCM
554
Manchester Capital Management
Vermont
$4.36K
PWAM
555
Private Wealth Asset Management
Iowa
$4.06K
CAL
556
Capital Analysts LLC
Pennsylvania
$4K
CAL
557
Capital Advisors Ltd
Ohio
$4K
JFA
558
JNBA Financial Advisors
Minnesota
$3.98K
TWD
559
True Wealth Design
Ohio
$3.95K
SAM
560
Smartleaf Asset Management
Massachusetts
$3.11K
CSC
561
Caldwell Sutter Capital
California
$2.95K
SWP
562
Strategic Wealth Partners
Ohio
$2.94K
FMII
563
Farmers & Merchants Investments Inc
Nebraska
$2.9K
FNWA
564
Financial Network Wealth Advisors
Utah
$2.73K
HNW
565
High Note Wealth
Minnesota
$2.73K
SS
566
Sunbelt Securities
Texas
$2.71K
APM
567
Advanced Portfolio Management
New York
$2.49K
LCM
568
Logan Capital Management
Pennsylvania
$2.44K
HIA
569
Harbor Investment Advisory
Maryland
$2.44K
MCM
570
MV Capital Management
Maryland
$2.33K
OP
571
ORG Partners
Indiana
$2.08K
EWP
572
Elevation Wealth Partners
California
$1.98K
PWMG
573
Prestige Wealth Management Group
New Jersey
$1.97K
BWL
574
Bogart Wealth LLC
Virginia
$1.84K
PB
575
Pinnacle Bancorp
Nebraska
$1.81K