BF.B icon

Brown-Forman Class B

629 hedge funds and large institutions have $6.43B invested in Brown-Forman Class B in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 202 increasing their positions, 247 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:

1% more funds holding

Funds holding: 621629 (+8)

18% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 247

19% less call options, than puts

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

Holders
629
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
KFAS
576
Keating Financial Advisory Services
Kansas
$1.67K
USB
577
Union Savings Bank
Connecticut
$1.61K
IRC
578
Investors Research Corp
Georgia
$1.49K
SA
579
SRH Advisors
Kansas
$1.43K
LB
580
Legacy Bridge
Iowa
$1.41K
SWM
581
SHP Wealth Management
Massachusetts
$1.36K
AFG
582
Albion Financial Group
Utah
$1.23K
GBT
583
Grove Bank & Trust
Florida
$1.2K
GGI
584
Godsey & Gibb Inc
Virginia
$1.15K
PWA
585
Principia Wealth Advisory
Texas
$1.09K
CFM
586
Cornerstone Financial Management
Massachusetts
$1.07K
AW
587
Avion Wealth
Texas
$1K
HHMI
588
Howard Hughes Medical Institute
Maryland
$990
TC
589
Truvestments Capital
Florida
$974
PWA
590
Physician Wealth Advisors
Utah
$913
BFS
591
Bare Financial Services
Pennsylvania
$912
PP
592
PFS Partners
New Jersey
$834
WA
593
WPG Advisers
Maryland
$834
EWP
594
Elevation Wealth Partners
California
$808
SGK
595
Steigerwald Gordon & Koch
Virginia
$808
WWA
596
Wealth Watch Advisors
Colorado
$730
AF
597
Advisornet Financial
Minnesota
$709
AWA
598
Acumen Wealth Advisors
Tennessee
$684
PFA
599
Pillar Financial Advisors
Kentucky
$652
SS
600
Sunbelt Securities
Texas
$625