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Brown-Forman Class B

625 hedge funds and large institutions have $6.42B invested in Brown-Forman Class B in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 202 increasing their positions, 246 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: 619625 (+6)

18% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 246

19% less call options, than puts

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

Holders
625
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
WWM
601
Wolff Wiese Magana
California
$522
CAM
602
Costello Asset Management
Pennsylvania
$502
AUB
603
Atlantic Union Bankshares
Virginia
$496
AP
604
Aspect Partners
Virginia
$495
OP
605
ORG Partners
Indiana
$494
QWM
606
Quaker Wealth Management
New Jersey
$470
NSIM
607
North Star Investment Management
Illinois
$443
CIAM
608
Caitong International Asset Management
Hong Kong
$417
PWMG
609
Prestige Wealth Management Group
New Jersey
$395
KCM
610
Key Capital Management
Tennessee
$391
BHWM
611
Bay Harbor Wealth Management
Maryland
$341
AGWCA
612
Annis Gardner Whiting Capital Advisors
Florida
$315
DF
613
Dunhill Financial
United Kingdom
$276
CSB
614
City State Bank
Iowa
$261
DPW
615
DiNuzzo Private Wealth
Pennsylvania
$235
HIA
616
HFM Investment Advisors
New Jersey
$235
CPG
617
Cornerstone Planning Group
New Jersey
$186
WA
618
WestEnd Advisors
North Carolina
$182
ACA
619
American Capital Advisory
Idaho
$157
NL
620
NVWM LLC
Pennsylvania
$130
HFS
621
Hughes Financial Services
Virginia
$104
SA
622
Seneschal Advisors
Washington
$53
RS
623
Rakuten Securities
Japan
$26
Squarepoint
624
Squarepoint
New York
Zurich Cantonal Bank
625
Zurich Cantonal Bank
Switzerland