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Brown-Forman Class B

642 hedge funds and large institutions have $6.73B invested in Brown-Forman Class B in 2025 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 264 increasing their positions, 202 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

31% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 202

14% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 81

11% more call options, than puts

Call options by funds: $46.7M | Put options by funds: $42.1M

4.44% more ownership

Funds ownership: 60.91%65.35% (+4.4%)

1% more funds holding

Funds holding: 635642 (+7)

4% less capital invested

Capital invested by funds: $7.02B → $6.73B (-$287M)

Holders
642
Holders Change
+7
Holders Change %
+1.1%
% of All Funds
8.61%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
92
Increased
264
Reduced
202
Closed
81
Calls
$46.7M
Puts
$42.1M
Net Calls
+$4.59M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
601
Logan Capital Management
Pennsylvania
$3.06K
PSFG
602
Park Square Financial Group
Georgia
$3.06K +$3.03K +90 New
CH
603
Cromwell Holdings
Wyoming
$2.94K +$2.9K +86 New
MCM
604
MV Capital Management
Maryland
$2.61K -$640 -19 -20%
BWL
605
Bogart Wealth LLC
Virginia
$2.21K +$506 +15 +30%
TWD
606
True Wealth Design
Ohio
$2.07K +$2.06K +61 New
IRC
607
Investors Research Corp
Georgia
$1.94K
SA
608
SRH Advisors
Kansas
$1.87K
RTL
609
Red Tortoise LLC
Georgia
$1.8K +$1.79K +53 New
MSG
610
Main Street Group
Virginia
$1.7K
CA
611
Crewe Advisors
Utah
$1.63K +$1.62K +48 New
AFG
612
Albion Financial Group
Utah
$1.6K
DF
613
Dunhill Financial
United Kingdom
$1.52K -$101 -3 -6%
HCP
614
Hexagon Capital Partners
Arkansas
$1.49K +$1.48K +44 New
T
615
Transce3nd
Texas
$1.22K
NL
616
NVWM LLC
Pennsylvania
$1.19K +$843 +25 +250%
WA
617
WPG Advisers
Maryland
$1.09K -$1.01K -30 -48%
PCM
618
Penserra Capital Management
California
$1K -$15.5K -461 -92%
AW
619
Avion Wealth
Texas
$1K
TCA
620
Trifecta Capital Advisors
Illinois
$985 +$978 +29 New
PIM
621
Plato Investment Management
Australia
$892
GIA
622
GHP Investment Advisors
Colorado
$883
PFA
623
Pillar Financial Advisors
Kentucky
$849
SSB
624
Sandy Spring Bank
Maryland
$781 +$775 +23 New
BFS
625
Bare Financial Services
Pennsylvania
$747 +$742 +22 New

BF.B Hedge Fund Activity: Q1 2025 in Review

642 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q1 2025, worth a combined $6.73B — down 4.1% from $7.02B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new BF.B positions and 81 closed out — a net gain of 11 holders — while 264 added to existing stakes and 202 trimmed.

The largest buyer was Bank of America, adding an estimated $101M. The largest seller was Lazard Asset Management, cutting an estimated $94.5M.

  • 642 institutional investors held Brown-Forman Class B (BF.B) as of Q1 2025, up from 635 in Q4 2024.
  • Funds reported $6.73B of Brown-Forman Class B stock for Q1 2025, down 4.1% quarter-over-quarter.
  • 92 funds opened new Brown-Forman Class B positions in Q1 2025 and 81 closed out, a net change of +11 holders.
  • The largest Brown-Forman Class B buyer in Q1 2025 was Bank of America, an estimated $101M added.
  • The largest Brown-Forman Class B seller in Q1 2025 was Lazard Asset Management, an estimated $94.5M sold.

Based on aggregated 13F filings for Q1 2025.