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Brown-Forman Class B

630 hedge funds and large institutions have $5.3B invested in Brown-Forman Class B in 2025 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 238 increasing their positions, 211 reducing their positions, and 91 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
630
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
WA
601
WPG Advisers
Maryland
$861
KG
602
Kilter Group
New York
$808
TCA
603
Trifecta Capital Advisors
Illinois
$781
PWM
604
Proathlete Wealth Management
Florida
$753
CFD
605
Creative Financial Designs
Indiana
$727
GIA
606
GHP Investment Advisors
Colorado
$700
DPW
607
DiNuzzo Private Wealth
Pennsylvania
$700
PFA
608
Pillar Financial Advisors
Kentucky
$673
BFS
609
Bare Financial Services
Pennsylvania
$592
AF
610
Advisornet Financial
Minnesota
$592
RS
611
Rakuten Securities
Japan
$565
SIS
612
Sound Income Strategies
Florida
$538
QWM
613
Quaker Wealth Management
New Jersey
$512
Kayne Anderson Rudnick Investment Management
614
Kayne Anderson Rudnick Investment Management
California
$511
TIM
615
Tortoise Investment Management
New York
$457
SIC
616
SJS Investment Consulting
Ohio
$404
BHWM
617
Bay Harbor Wealth Management
Maryland
$379
RWM
618
Rialto Wealth Management
New York
$377
HIA
619
HFM Investment Advisors
New Jersey
$323
AGWCA
620
Annis Gardner Whiting Capital Advisors
Florida
$189
AWM
621
Activest Wealth Management
Florida
$161
WA
622
WestEnd Advisors
North Carolina
$161
DF
623
Dunhill Financial
United Kingdom
$159
TPWA
624
Twin Peaks Wealth Advisors
California
$153
NL
625
NVWM LLC
Pennsylvania
$135