BF.B icon

Brown-Forman Class B

633 hedge funds and large institutions have $5.3B invested in Brown-Forman Class B in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 239 increasing their positions, 212 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

20% less capital invested

Capital invested by funds: $6.65B → $5.3B (-$1.35B)

47% less call options, than puts

Call options by funds: $29.9M | Put options by funds: $56.8M

Holders
633
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
$29.9M
Puts
$56.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
576
Logan Capital Management
Pennsylvania
$2.42K
HIA
577
Harbor Investment Advisory
Maryland
$2.42K
TWD
578
True Wealth Design
Ohio
$2.4K
MCM
579
Manchester Capital Management
Vermont
$2.34K
CA
580
CoreCap Advisors
Michigan
$2.29K
S
581
Sachetta
Massachusetts
$2.21K
WTFG
582
Wood Tarver Financial Group
Idaho
$2K
FNWA
583
Financial Network Wealth Advisors
Utah
$1.94K
WA
584
Whipplewood Advisors
Colorado
$1.86K
AA
585
Addison Advisors
Vermont
$1.67K
CIAS
586
CBIZ Investment Advisory Services
Ohio
$1.66K
SO
587
Sierra Ocean
California
$1.59K
MIM
588
MTM Investment Management
South Carolina
$1.58K
IRC
589
Investors Research Corp
Georgia
$1.53K
SA
590
SRH Advisors
Kansas
$1.48K
SVCP
591
Silicon Valley Capital Partners
California
$1.4K
RAM
592
Riggs Asset Management
Pennsylvania
$1.37K
BWL
593
Bogart Wealth LLC
Virginia
$1.35K
MSG
594
Main Street Group
Virginia
$1.35K
HNW
595
High Note Wealth
Minnesota
$1.32K
AFG
596
Albion Financial Group
Utah
$1.26K
GBT
597
Grove Bank & Trust
Florida
$1.24K
HHMI
598
Howard Hughes Medical Institute
Maryland
$1.05K
PCM
599
Penserra Capital Management
California
$1K
AW
600
Avion Wealth
Texas
$1K