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Brown-Forman Class B

625 hedge funds and large institutions have $6.42B invested in Brown-Forman Class B in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 202 increasing their positions, 246 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: 619625 (+6)

18% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 246

19% less call options, than puts

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

Holders
625
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
LB
576
Legacy Bridge
Iowa
$1.41K
SWM
577
SHP Wealth Management
Massachusetts
$1.36K
AFG
578
Albion Financial Group
Utah
$1.23K
GBT
579
Grove Bank & Trust
Florida
$1.2K
GGI
580
Godsey & Gibb Inc
Virginia
$1.15K
PWA
581
Principia Wealth Advisory
Texas
$1.09K
CFM
582
Cornerstone Financial Management
Massachusetts
$1.07K
AW
583
Avion Wealth
Texas
$1K
HHMI
584
Howard Hughes Medical Institute
Maryland
$990
TC
585
Truvestments Capital
Florida
$974
PWA
586
Physician Wealth Advisors
Utah
$913
BFS
587
Bare Financial Services
Pennsylvania
$912
WA
588
WPG Advisers
Maryland
$834
PP
589
PFS Partners
New Jersey
$834
EWP
590
Elevation Wealth Partners
California
$808
SGK
591
Steigerwald Gordon & Koch
Virginia
$808
WWA
592
Wealth Watch Advisors
Colorado
$730
AF
593
Advisornet Financial
Minnesota
$709
AWA
594
Acumen Wealth Advisors
Tennessee
$684
PFA
595
Pillar Financial Advisors
Kentucky
$652
SS
596
Sunbelt Securities
Texas
$625
KFI
597
Key Financial Inc
Pennsylvania
$573
WIM
598
Westside Investment Management
California
$573
SAM
599
Smartleaf Asset Management
Massachusetts
$553
SIS
600
Sound Income Strategies
Florida
$528