BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

624 hedge funds and large institutions have $5.29B invested in Brown-Forman Class B in 2025 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 238 increasing their positions, 209 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
-5
Holders Change %
-0.79%
% of All Funds
8.38%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
95
Increased
238
Reduced
209
Closed
91
Calls
$29.9M
Puts
$56.8M
Net Calls
-$26.8M
Net Calls Change
-$31.4M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$276M
2
EIC
2
Equity Investment Corp
Georgia
$90.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$95.4M
4
BCIM
4
Black Creek Investment Management
Ontario, Canada
$99.6M
5
Invesco
5
Invesco
Georgia
$189M

Top Sellers

1
Fundsmith LLP
1
Fundsmith LLP
United Kingdom
$0
2
VanEck Associates
2
VanEck Associates
New York
$28.4M
3
FIS
3
Fundsmith Investment Services
Mauritius
$0
4
CIP
4
Champlain Investment Partners
Vermont
$0
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$70.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DPW
601
DiNuzzo Private Wealth
Pennsylvania
$700 +$592 +22 +550%
PFA
602
Pillar Financial Advisors
Kentucky
$673 – – –
BFS
603
Bare Financial Services
Pennsylvania
$592 – – –
AF
604
Advisornet Financial
Minnesota
$592 +$538 +20 +1,000%
RS
605
Rakuten Securities
Japan
$565 +$457 +17 +425%
SIS
606
Sound Income Strategies
Florida
$538 +$538 +20 New
QWM
607
Quaker Wealth Management
New Jersey
$512 +$512 +19 New
Kayne Anderson Rudnick Investment Management
608
Kayne Anderson Rudnick Investment Management
California
$511 +$511 +19 New
TIM
609
Tortoise Investment Management
New York
$457 +$457 +17 New
SIC
610
SJS Investment Consulting
Ohio
$404 +$404 +15 New
BHWM
611
Bay Harbor Wealth Management
Maryland
$379 +$379 +14 New
RWM
612
Rialto Wealth Management
New York
$377 +$377 +14 New
HIA
613
HFM Investment Advisors
New Jersey
$323 +$242 +9 +300%
AGWCA
614
Annis Gardner Whiting Capital Advisors
Florida
$189 +$189 +7 New
AWM
615
Activest Wealth Management
Florida
$161 -$349 -13 -68%
WA
616
WestEnd Advisors
North Carolina
$161 -$27 -1 -14%
DF
617
Dunhill Financial
United Kingdom
$159 -$1.27K -40 -89%
TPWA
618
Twin Peaks Wealth Advisors
California
$153 +$153 +5 New
NL
619
NVWM LLC
Pennsylvania
$135 -$810 -30 -86%
PWM
620
Parkworth Wealth Management
California
$135 +$135 +5 New
WTC
621
WhitTier Trust Company
Nevada
$134 +$134 +5 New
ACA
622
American Capital Advisory
Idaho
$54 +$54 +2 New
BA
623
Bellwether Advisors
Nebraska
$27 -$4.81K -178 -99%
Fundsmith LLP
624
Fundsmith LLP
United Kingdom
– -$327M -9,637,881 Closed
FIS
625
Fundsmith Investment Services
Mauritius
– -$96.9M -2,855,440 Closed
23 24
25
26 27