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Brown-Forman Class B

621 hedge funds and large institutions have $6.05B invested in Brown-Forman Class B in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 210 increasing their positions, 236 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:

2% less funds holding

Funds holding: 635621 (-14)

11% less repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 236

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
621
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

Top Buyers

1 +$362M
2 +$146M
3 +$70.7M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$59.9M
5
UBS Group
UBS Group
Switzerland
+$51.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
576
MTM Investment Management
South Carolina
$1.6K
IRC
577
Investors Research Corp
Georgia
$1.54K
SA
578
SRH Advisors
Kansas
$1.49K
BIA
579
Bell Investment Advisors
California
$1.46K
KG
580
Kilter Group
New York
$1.44K
FFO
581
Fortitude Family Office
Arizona
$1.44K
MSG
582
Main Street Group
Virginia
$1.35K
AFG
583
Albion Financial Group
Utah
$1.27K
S
584
Sachetta
Massachusetts
$1.25K
GBT
585
Grove Bank & Trust
Florida
$1.25K
PWA
586
Principia Wealth Advisory
Texas
$1.11K
HHMI
587
Howard Hughes Medical Institute
Maryland
$1.03K
AW
588
Avion Wealth
Texas
$1K
PCM
589
Penserra Capital Management
California
$1K
CAM
590
Creekmur Asset Management
Illinois
$966
CPG
591
Cornerstone Planning Group
New Jersey
$880
WA
592
WPG Advisers
Maryland
$867
PP
593
PFS Partners
New Jersey
$867
SGK
594
Steigerwald Gordon & Koch
Virginia
$839
TCA
595
Trifecta Capital Advisors
Illinois
$786
CFD
596
Creative Financial Designs
Indiana
$737
PFA
597
Pillar Financial Advisors
Kentucky
$677
AF
598
Advisornet Financial
Minnesota
$677
SC
599
SouthState Corp
Florida
$650
KFI
600
Key Financial Inc
Pennsylvania
$606