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Brown-Forman Class B

610 hedge funds and large institutions have $6.01B invested in Brown-Forman Class B in 2025 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 204 increasing their positions, 233 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: 629610 (-19)

12% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 233

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
610
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
HHMI
576
Howard Hughes Medical Institute
Maryland
$1.03K
AW
577
Avion Wealth
Texas
$1K
PCM
578
Penserra Capital Management
California
$1K
CAM
579
Creekmur Asset Management
Illinois
$966
CPG
580
Cornerstone Planning Group
New Jersey
$880
WA
581
WPG Advisers
Maryland
$867
PP
582
PFS Partners
New Jersey
$867
SGK
583
Steigerwald Gordon & Koch
Virginia
$839
TCA
584
Trifecta Capital Advisors
Illinois
$786
CFD
585
Creative Financial Designs
Indiana
$737
PFA
586
Pillar Financial Advisors
Kentucky
$677
AF
587
Advisornet Financial
Minnesota
$677
SC
588
SouthState Corp
Florida
$650
KFI
589
Key Financial Inc
Pennsylvania
$606
SIS
590
Sound Income Strategies
Florida
$548
AA
591
Addison Advisors
Vermont
$542
QWM
592
Quaker Wealth Management
New Jersey
$515
PWA
593
Physician Wealth Advisors
Utah
$488
CIAS
594
CBIZ Investment Advisory Services
Ohio
$464
HFS
595
Hughes Financial Services
Virginia
$464
WWA
596
Wealth Watch Advisors
Colorado
$379
DPW
597
DiNuzzo Private Wealth
Pennsylvania
$330
Canada Pension Plan Investment Board
598
Canada Pension Plan Investment Board
Ontario, Canada
$271
NL
599
NVWM LLC
Pennsylvania
$271
HIA
600
HFM Investment Advisors
New Jersey
$244