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Brown-Forman Class B

630 hedge funds and large institutions have $5.3B invested in Brown-Forman Class B in 2025 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 238 increasing their positions, 211 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

20% less capital invested

Capital invested by funds: $6.65B → $5.3B (-$1.35B)

47% less call options, than puts

Call options by funds: $29.9M | Put options by funds: $56.8M

Holders
630
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
$29.9M
Puts
$56.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CT
551
Colonial Trust
South Carolina
$5.19K
NFSG
552
Newbridge Financial Services Group
Florida
$5.09K
HPC
553
HM Payson & Co
Maine
$5.03K
SWM
554
Spire Wealth Management
Virginia
$4.74K
RIL
555
Rothschild Investment LLC
Illinois
$4.71K
PFG
556
Putney Financial Group
California
$4.71K
PAM
557
Parvin Asset Management
South Dakota
$4.71K
JFGIW
558
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.13K
PWAM
559
Private Wealth Asset Management
Iowa
$4.04K
CAL
560
Capital Advisors Ltd
Ohio
$4K
CAL
561
Capital Analysts LLC
Pennsylvania
$4K
JFA
562
JNBA Financial Advisors
Minnesota
$3.96K
SS
563
Sunbelt Securities
Texas
$3.8K
GWM
564
Geneos Wealth Management
Colorado
$3.47K
SSG
565
Summit Securities Group
New York
$3.28K
SAM
566
Smartleaf Asset Management
Massachusetts
$3.04K
FFO
567
Fortitude Family Office
Arizona
$3.04K
CSC
568
Caldwell Sutter Capital
California
$2.93K
SWP
569
Strategic Wealth Partners
Ohio
$2.92K
FMII
570
Farmers & Merchants Investments Inc
Nebraska
$2.88K
MCM
571
MV Capital Management
Maryland
$2.69K
BIA
572
Bell Investment Advisors
California
$2.45K
LCM
573
Logan Capital Management
Pennsylvania
$2.42K
PSFG
574
Park Square Financial Group
Georgia
$2.42K
HIA
575
Harbor Investment Advisory
Maryland
$2.42K