BF.B icon

Brown-Forman Class B

614 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, 204 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:

3% less funds holding

Funds holding: 632614 (-18)

14% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 236

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
614
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
PWAM
551
Private Wealth Asset Management
Iowa
$4.06K
CAL
552
Capital Analysts LLC
Pennsylvania
$4K
CAL
553
Capital Advisors Ltd
Ohio
$4K
JFA
554
JNBA Financial Advisors
Minnesota
$3.98K
TWD
555
True Wealth Design
Ohio
$3.95K
SAM
556
Smartleaf Asset Management
Massachusetts
$3.11K
CSC
557
Caldwell Sutter Capital
California
$2.95K
SWP
558
Strategic Wealth Partners
Ohio
$2.94K
FMII
559
Farmers & Merchants Investments Inc
Nebraska
$2.9K
FNWA
560
Financial Network Wealth Advisors
Utah
$2.73K
HNW
561
High Note Wealth
Minnesota
$2.73K
SS
562
Sunbelt Securities
Texas
$2.71K
APM
563
Advanced Portfolio Management
New York
$2.49K
LCM
564
Logan Capital Management
Pennsylvania
$2.44K
HIA
565
Harbor Investment Advisory
Maryland
$2.44K
OP
566
ORG Partners
Indiana
$2.08K
EWP
567
Elevation Wealth Partners
California
$1.98K
PWMG
568
Prestige Wealth Management Group
New Jersey
$1.97K
BWL
569
Bogart Wealth LLC
Virginia
$1.84K
PB
570
Pinnacle Bancorp
Nebraska
$1.81K
MIM
571
MTM Investment Management
South Carolina
$1.6K
IRC
572
Investors Research Corp
Georgia
$1.54K
SA
573
SRH Advisors
Kansas
$1.49K
BIA
574
Bell Investment Advisors
California
$1.46K
FFO
575
Fortitude Family Office
Arizona
$1.44K