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Brown-Forman Class B

629 hedge funds and large institutions have $6.43B invested in Brown-Forman Class B in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 202 increasing their positions, 247 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

1% more funds holding

Funds holding: 621629 (+8)

18% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 247

19% less call options, than puts

Call options by funds: $29.7M | Put options by funds: $36.5M

Holders
629
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
$29.7M
Puts
$36.5M
Net Calls
Net Calls Change

Top Buyers

1 +$157M
2 +$81.6M
3 +$62.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$27.7M
5
UBS Group
UBS Group
Switzerland
+$26.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CTA
551
Colonial Trust Advisors
South Carolina
$5.48K
RDFA
552
Ritter Daniher Financial Advisory
Ohio
$5.21K
HPC
553
HM Payson & Co
Maine
$4.87K
MCM
554
Manchester Capital Management
Vermont
$4.74K
PB
555
Pinnacle Bancorp
Nebraska
$4.17K
CAL
556
Capital Advisors Ltd
Ohio
$4K
IIM
557
IFC & Insurance Marketing
California
$4K
PWAM
558
Private Wealth Asset Management
Iowa
$3.91K
JFGIW
559
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.86K
JFA
560
JNBA Financial Advisors
Minnesota
$3.83K
BIA
561
Bell Investment Advisors
California
$3.75K
CA
562
CoreCap Advisors
Michigan
$3.57K
TWD
563
True Wealth Design
Ohio
$3.47K
CSC
564
Caldwell Sutter Capital
California
$2.84K
FMII
565
Farmers & Merchants Investments Inc
Nebraska
$2.79K
S
566
Sachetta
Massachusetts
$2.66K
FNWA
567
Financial Network Wealth Advisors
Utah
$2.63K
SC
568
SouthState Corp
Florida
$2.48K
HIA
569
Harbor Investment Advisory
Maryland
$2.35K
BWL
570
Bogart Wealth LLC
Virginia
$2.24K
MCM
571
MV Capital Management
Maryland
$2.16K
KG
572
Kilter Group
New York
$2.11K
JSAM
573
J. Safra Asset Management
New York
$1.96K
CIA
574
Cape Investment Advisory
Georgia
$1.83K
KBFS
575
Kohmann Bosshard Financial Services
Ohio
$1.77K