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Brown-Forman Class B

635 hedge funds and large institutions have $6.43B invested in Brown-Forman Class B in 2025 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 202 increasing their positions, 249 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:

2% more funds holding

Funds holding: 624635 (+11)

19% less call options, than puts

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

19% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 249

Holders
635
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
JSAM
576
J. Safra Asset Management
New York
$1.96K
CIA
577
Cape Investment Advisory
Georgia
$1.83K
KBFS
578
Kohmann Bosshard Financial Services
Ohio
$1.77K
KFAS
579
Keating Financial Advisory Services
Kansas
$1.67K
USB
580
Union Savings Bank
Connecticut
$1.61K
IRC
581
Investors Research Corp
Georgia
$1.49K
SA
582
SRH Advisors
Kansas
$1.43K
LB
583
Legacy Bridge
Iowa
$1.41K
TBFAI
584
Three Bearings Fiduciary Advisors, Inc.
New Hampshire
$1.37K
SWM
585
SHP Wealth Management
Massachusetts
$1.36K
AFG
586
Albion Financial Group
Utah
$1.23K
GBT
587
Grove Bank & Trust
Florida
$1.2K
GGI
588
Godsey & Gibb Inc
Virginia
$1.15K
PWA
589
Principia Wealth Advisory
Texas
$1.09K
CFM
590
Cornerstone Financial Management
Massachusetts
$1.07K
AW
591
Avion Wealth
Texas
$1K
HHMI
592
Howard Hughes Medical Institute
Maryland
$990
TC
593
Truvestments Capital
Florida
$974
PWA
594
Physician Wealth Advisors
Utah
$913
BFS
595
Bare Financial Services
Pennsylvania
$912
PP
596
PFS Partners
New Jersey
$834
WA
597
WPG Advisers
Maryland
$834
EWP
598
Elevation Wealth Partners
California
$808
SGK
599
Steigerwald Gordon & Koch
Virginia
$808
WWA
600
Wealth Watch Advisors
Colorado
$730