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Brown-Forman Class B

629 hedge funds and large institutions have $6.63B invested in Brown-Forman Class B in 2025 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 259 increasing their positions, 196 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+4
Holders Change %
+0.64%
% of All Funds
8.55%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
93
Increased
259
Reduced
196
Closed
82
Calls
$46.7M
Puts
$42.1M
Net Calls
+$4.59M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Shares
Change %
HCP
601
Hexagon Capital Partners
Arkansas
$1.49K +$1.49K +44 New
T
602
Transce3nd
Texas
$1.22K
NL
603
NVWM LLC
Pennsylvania
$1.19K +$849 +25 +250%
WA
604
WPG Advisers
Maryland
$1.09K -$1.02K -30 -48%
PCM
605
Penserra Capital Management
California
$1K -$11.8K -461 -92%
AW
606
Avion Wealth
Texas
$1K
TCA
607
Trifecta Capital Advisors
Illinois
$985 +$985 +29 New
PIM
608
Plato Investment Management
Australia
$892
GIA
609
GHP Investment Advisors
Colorado
$883
PFA
610
Pillar Financial Advisors
Kentucky
$849
SSB
611
Sandy Spring Bank
Maryland
$781 +$781 +23 New
BFS
612
Bare Financial Services
Pennsylvania
$747 +$747 +22 New
PWA
613
Physician Wealth Advisors
Utah
$747 +$747 +22 New
SAM
614
Smartleaf Asset Management
Massachusetts
$722 -$4.13K -120 -85%
BWM
615
Bernard Wealth Management
Michigan
$679 +$679 +20 New
AWM
616
Activest Wealth Management
Florida
$645 +$611 +18 +1,800%
MAM
617
Marquette Asset Management
Minnesota
$577 +$577 +17 New
GFPC
618
Global Financial Private Client
Florida
$441 +$204 +6 +86%
CWC
619
Carolinas Wealth Consulting
North Carolina
$339 -$2.88K -85 -89%
CIAM
620
Caitong International Asset Management
Hong Kong
$272 -$41.5K -1,221 -99%
WA
621
WestEnd Advisors
North Carolina
$238 +$170 +5 +250%
WW
622
Winnow Wealth
Texas
$171
WCM
623
WealthTrak Capital Management
Virginia
$170
DPW
624
DiNuzzo Private Wealth
Pennsylvania
$136 -$238 -7 -64%
RS
625
Rakuten Securities
Japan
$136