BF.B icon

Brown-Forman Class B

630 hedge funds and large institutions have $5.3B invested in Brown-Forman Class B in 2025 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 238 increasing their positions, 211 reducing their positions, and 91 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
630
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
TWD
576
True Wealth Design
Ohio
$2.4K
MCM
577
Manchester Capital Management
Vermont
$2.34K
CA
578
CoreCap Advisors
Michigan
$2.29K
S
579
Sachetta
Massachusetts
$2.21K
WTFG
580
Wood Tarver Financial Group
Idaho
$2K
FNWA
581
Financial Network Wealth Advisors
Utah
$1.94K
WA
582
Whipplewood Advisors
Colorado
$1.86K
AA
583
Addison Advisors
Vermont
$1.67K
CIAS
584
CBIZ Investment Advisory Services
Ohio
$1.66K
SO
585
Sierra Ocean
California
$1.59K
MIM
586
MTM Investment Management
South Carolina
$1.58K
IRC
587
Investors Research Corp
Georgia
$1.53K
SA
588
SRH Advisors
Kansas
$1.48K
SVCP
589
Silicon Valley Capital Partners
California
$1.4K
RAM
590
Riggs Asset Management
Pennsylvania
$1.37K
BWL
591
Bogart Wealth LLC
Virginia
$1.35K
MSG
592
Main Street Group
Virginia
$1.35K
HNW
593
High Note Wealth
Minnesota
$1.32K
AFG
594
Albion Financial Group
Utah
$1.26K
GBT
595
Grove Bank & Trust
Florida
$1.24K
HHMI
596
Howard Hughes Medical Institute
Maryland
$1.05K
PCM
597
Penserra Capital Management
California
$1K
AW
598
Avion Wealth
Texas
$1K
T
599
Transce3nd
Texas
$969
PWA
600
Principia Wealth Advisory
Texas
$888