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Brown-Forman Class B

642 hedge funds and large institutions have $6.73B invested in Brown-Forman Class B in 2025 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 264 increasing their positions, 202 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

31% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 202

14% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 81

11% more call options, than puts

Call options by funds: $46.7M | Put options by funds: $42.1M

4.44% more ownership

Funds ownership: 60.91%65.35% (+4.4%)

1% more funds holding

Funds holding: 635642 (+7)

4% less capital invested

Capital invested by funds: $7.02B → $6.73B (-$287M)

Holders
642
Holders Change
+7
Holders Change %
+1.1%
% of All Funds
8.61%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
92
Increased
264
Reduced
202
Closed
81
Calls
$46.7M
Puts
$42.1M
Net Calls
+$4.59M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
576
HM Payson & Co
Maine
$6.35K
BA
577
Bellwether Advisors
Nebraska
$6.08K -$1.33M -39,461 -100%
GKIM
578
GW&K Investment Management
Massachusetts
$6K +$3.98K +118 +190%
NFSG
579
Newbridge Financial Services Group
Florida
$5.97K
PFG
580
Putney Financial Group
California
$5.94K
PAM
581
Parvin Asset Management
South Dakota
$5.94K +$5.9K +175 New
PWAM
582
Private Wealth Asset Management
Iowa
$5.09K +$5.06K +150 New
CAL
583
Capital Analysts LLC
Pennsylvania
$5K
HFS
584
Hantz Financial Services
Michigan
$5K +$2.93K +87 +164%
JFA
585
JNBA Financial Advisors
Minnesota
$4.99K -$15.2K -450 -75%
GBT
586
Grove Bank & Trust
Florida
$4.96K +$3.37K +100 +217%
BC
587
Bayforest Capital
United Kingdom
$4.85K +$4.82K +143 New
SO
588
Sierra Ocean
California
$4.65K +$2.46K +73 +114%
QPBE
589
Quintet Private Bank (Europe)
Luxembourg
$4.65K +$4.62K +137 New
SWM
590
Spire Wealth Management
Virginia
$4.58K +$1.96K +58 +75%
Federated Hermes
591
Federated Hermes
Pennsylvania
$4.24K +$4.21K +125 New
S
592
Sachetta
Massachusetts
$3.77K +$506 +15 +16%
CSC
593
Caldwell Sutter Capital
California
$3.7K
HNW
594
High Note Wealth
Minnesota
$3.7K +$3.67K +109 New
WTFG
595
Wood Tarver Financial Group
Idaho
$3.64K
FMII
596
Farmers & Merchants Investments Inc
Nebraska
$3.63K
WA
597
Whipplewood Advisors
Colorado
$3.22K -$1.79K -53 -54%
BGAI
598
Bruce G. Allen Investments
Colorado
$3.19K -$303 -9 -9%
CA
599
CoreCap Advisors
Michigan
$3.16K -$4.89K -145 -61%
BIA
600
Bell Investment Advisors
California
$3.09K -$2.56K -76 -46%

BF.B Hedge Fund Activity: Q1 2025 in Review

642 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q1 2025, worth a combined $6.73B — down 4.1% from $7.02B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new BF.B positions and 81 closed out — a net gain of 11 holders — while 264 added to existing stakes and 202 trimmed.

The largest buyer was Bank of America, adding an estimated $101M. The largest seller was Lazard Asset Management, cutting an estimated $94.5M.

  • 642 institutional investors held Brown-Forman Class B (BF.B) as of Q1 2025, up from 635 in Q4 2024.
  • Funds reported $6.73B of Brown-Forman Class B stock for Q1 2025, down 4.1% quarter-over-quarter.
  • 92 funds opened new Brown-Forman Class B positions in Q1 2025 and 81 closed out, a net change of +11 holders.
  • The largest Brown-Forman Class B buyer in Q1 2025 was Bank of America, an estimated $101M added.
  • The largest Brown-Forman Class B seller in Q1 2025 was Lazard Asset Management, an estimated $94.5M sold.

Based on aggregated 13F filings for Q1 2025.