BF.B icon

Brown-Forman Class B

615 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, 206 increasing their positions, 235 reducing their positions, and 89 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:

3% less funds holding

Funds holding: 633615 (-18)

12% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 235

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
615
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
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
551
Manchester Capital Management
Vermont
$4.36K
PWAM
552
Private Wealth Asset Management
Iowa
$4.06K
CAL
553
Capital Advisors Ltd
Ohio
$4K
CAL
554
Capital Analysts LLC
Pennsylvania
$4K
JFA
555
JNBA Financial Advisors
Minnesota
$3.98K
TWD
556
True Wealth Design
Ohio
$3.95K
SAM
557
Smartleaf Asset Management
Massachusetts
$3.11K
CSC
558
Caldwell Sutter Capital
California
$2.95K
SWP
559
Strategic Wealth Partners
Ohio
$2.94K
FMII
560
Farmers & Merchants Investments Inc
Nebraska
$2.9K
FNWA
561
Financial Network Wealth Advisors
Utah
$2.73K
HNW
562
High Note Wealth
Minnesota
$2.73K
SS
563
Sunbelt Securities
Texas
$2.71K
APM
564
Advanced Portfolio Management
New York
$2.49K
LCM
565
Logan Capital Management
Pennsylvania
$2.44K
HIA
566
Harbor Investment Advisory
Maryland
$2.44K
OP
567
ORG Partners
Indiana
$2.08K
EWP
568
Elevation Wealth Partners
California
$1.98K
PWMG
569
Prestige Wealth Management Group
New Jersey
$1.97K
BWL
570
Bogart Wealth LLC
Virginia
$1.84K
PB
571
Pinnacle Bancorp
Nebraska
$1.81K
MIM
572
MTM Investment Management
South Carolina
$1.6K
IRC
573
Investors Research Corp
Georgia
$1.54K
SA
574
SRH Advisors
Kansas
$1.49K
BIA
575
Bell Investment Advisors
California
$1.46K