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Brown-Forman Class B

633 hedge funds and large institutions have $5.3B invested in Brown-Forman Class B in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 239 increasing their positions, 212 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

20% less capital invested

Capital invested by funds: $6.65B → $5.3B (-$1.35B)

47% less call options, than puts

Call options by funds: $29.9M | Put options by funds: $56.8M

Holders
633
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
$29.9M
Puts
$56.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T
601
Transce3nd
Texas
$969
PWA
602
Principia Wealth Advisory
Texas
$888
WA
603
WPG Advisers
Maryland
$861
KG
604
Kilter Group
New York
$808
TCA
605
Trifecta Capital Advisors
Illinois
$781
PWM
606
Proathlete Wealth Management
Florida
$753
CFD
607
Creative Financial Designs
Indiana
$727
GIA
608
GHP Investment Advisors
Colorado
$700
DPW
609
DiNuzzo Private Wealth
Pennsylvania
$700
PFA
610
Pillar Financial Advisors
Kentucky
$673
BFS
611
Bare Financial Services
Pennsylvania
$592
AF
612
Advisornet Financial
Minnesota
$592
RS
613
Rakuten Securities
Japan
$565
SIS
614
Sound Income Strategies
Florida
$538
QWM
615
Quaker Wealth Management
New Jersey
$512
Kayne Anderson Rudnick Investment Management
616
Kayne Anderson Rudnick Investment Management
California
$511
TIM
617
Tortoise Investment Management
New York
$457
SIC
618
SJS Investment Consulting
Ohio
$404
BHWM
619
Bay Harbor Wealth Management
Maryland
$379
RWM
620
Rialto Wealth Management
New York
$377
HIA
621
HFM Investment Advisors
New Jersey
$323
CWP
622
Clark Wealth Partners
Illinois
$242
AGWCA
623
Annis Gardner Whiting Capital Advisors
Florida
$189
AWM
624
Activest Wealth Management
Florida
$161
WA
625
WestEnd Advisors
North Carolina
$161