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Brown-Forman Class B

575 hedge funds and large institutions have $5.35B invested in Brown-Forman Class B in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 178 increasing their positions, 238 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

17% less capital invested

Capital invested by funds: $6.43B → $5.35B (-$1.08B)

25% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 238

38% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 119

Holders
575
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29.4M
Puts
$20.3M
Net Calls
Net Calls Change

Top Sellers

1 -$346M
2 -$79.3M
3 -$65.7M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$45.4M
5
UBS AM
UBS AM
Illinois
-$42.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
551
Synergy Investment Management
Florida
$582
CAM
552
Costello Asset Management
Pennsylvania
$514
AUB
553
Atlantic Union Bankshares
Virginia
$503
BFS
554
Bare Financial Services
Pennsylvania
$502
SWP
555
Strategic Wealth Partners
Ohio
$497
VWM
556
Vermillion Wealth Management
Minnesota
$397
CPG
557
Cornerstone Planning Group
New Jersey
$345
IPS
558
Investors Portfolio Services
Washington
$338
CT
559
Colonial Trust
South Carolina
$291
HIA
560
HFM Investment Advisors
New Jersey
$291
CSB
561
City State Bank
Iowa
$264
DF
562
Dunhill Financial
United Kingdom
$212
WA
563
WestEnd Advisors
North Carolina
$185
SHIM
564
Stone House Investment Management
Pennsylvania
$185
MB
565
MidFirst Bank
Oklahoma
$132
TPWA
566
Twin Peaks Wealth Advisors
California
$132
TWD
567
True Wealth Design
Ohio
$106
ACA
568
American Capital Advisory
Idaho
$106
PWA
569
Portus Wealth Advisors
North Carolina
$106
QWM
570
Quaker Wealth Management
New Jersey
$80
RS
571
Rakuten Securities
Japan
$79
AWM
572
Activest Wealth Management
Florida
$26
CWP
573
Clark Wealth Partners
Illinois
$1
Norges Bank
574
Norges Bank
Norway
ATO
575
Alecta Tjanstepension Omsesidigt
Sweden