BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

624 hedge funds and large institutions have $5.29B invested in Brown-Forman Class B in 2025 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 238 increasing their positions, 209 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
-5
Holders Change %
-0.79%
% of All Funds
8.37%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
95
Increased
238
Reduced
209
Closed
91
Calls
$29.9M
Puts
$56.8M
Net Calls
-$26.8M
Net Calls Change
-$31.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$276M
2
EIC
Equity Investment Corp
Georgia
$90.1M
3
Citadel Advisors
Citadel Advisors
Florida
$95.4M
4
BCIM
Black Creek Investment Management
Ontario, Canada
$99.6M
5
Invesco
Invesco
Georgia
$189M

Top Sellers

1
Fundsmith LLP
Fundsmith LLP
United Kingdom
$0
2
VanEck Associates
VanEck Associates
New York
$28.4M
3
FIS
Fundsmith Investment Services
Mauritius
$0
4
CIP
Champlain Investment Partners
Vermont
$0
5
Wellington Management Group
Wellington Management Group
Massachusetts
$70.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNWA
576
Financial Network Wealth Advisors
Utah
$1.94K +$1.94K +72 New
WA
577
Whipplewood Advisors
Colorado
$1.86K +$646 +24 +53%
AA
578
Addison Advisors
Vermont
$1.67K +$1.67K +62 New
CIAS
579
CBIZ Investment Advisory Services
Ohio
$1.66K +$1.66K +61 New
SO
580
Sierra Ocean
California
$1.59K -$2.1K -78 -57%
MIM
581
MTM Investment Management
South Carolina
$1.59K +$1.59K +59 New
IRC
582
Investors Research Corp
Georgia
$1.53K – – –
SA
583
SRH Advisors
Kansas
$1.48K – – –
RAM
584
Riggs Asset Management
Pennsylvania
$1.37K +$1.37K +51 New
BWL
585
Bogart Wealth LLC
Virginia
$1.35K -$404 -15 -23%
MSG
586
Main Street Group
Virginia
$1.35K – – –
HNW
587
High Note Wealth
Minnesota
$1.32K -$1.62K -60 -55%
AFG
588
Albion Financial Group
Utah
$1.27K – – –
GBT
589
Grove Bank & Trust
Florida
$1.24K -$2.69K -100 -68%
HHMI
590
Howard Hughes Medical Institute
Maryland
$1.05K +$1.05K +39 New
PCM
591
Penserra Capital Management
California
$1K – – –
AW
592
Avion Wealth
Texas
$1K +$151 +8 +18%
T
593
Transce3nd
Texas
$969 – – –
PWA
594
Principia Wealth Advisory
Texas
$888 +$807 +30 +1,000%
WA
595
WPG Advisers
Maryland
$861 – – –
KG
596
Kilter Group
New York
$808 +$808 +30 New
TCA
597
Trifecta Capital Advisors
Illinois
$781 – – –
PWM
598
Proathlete Wealth Management
Florida
$753 +$753 +28 New
CFD
599
Creative Financial Designs
Indiana
$727 +$727 +27 New
GIA
600
GHP Investment Advisors
Colorado
$700 – – –
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