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Brown-Forman Class B

621 hedge funds and large institutions have $6.05B invested in Brown-Forman Class B in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 210 increasing their positions, 236 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

2% less funds holding

Funds holding: 635621 (-14)

11% less repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 236

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
621
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$27M
Puts
$21.9M
Net Calls
Net Calls Change

Top Buyers

1 +$362M
2 +$146M
3 +$70.7M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$59.9M
5
UBS Group
UBS Group
Switzerland
+$51.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
601
Sound Income Strategies
Florida
$548
AA
602
Addison Advisors
Vermont
$542
QWM
603
Quaker Wealth Management
New Jersey
$515
PWA
604
Physician Wealth Advisors
Utah
$488
CIAS
605
CBIZ Investment Advisory Services
Ohio
$464
HFS
606
Hughes Financial Services
Virginia
$464
WWA
607
Wealth Watch Advisors
Colorado
$379
DPW
608
DiNuzzo Private Wealth
Pennsylvania
$330
Canada Pension Plan Investment Board
609
Canada Pension Plan Investment Board
Ontario, Canada
$271
NL
610
NVWM LLC
Pennsylvania
$271
HIA
611
HFM Investment Advisors
New Jersey
$244
BHWM
612
Bay Harbor Wealth Management
Maryland
$218
WA
613
WestEnd Advisors
North Carolina
$190
RS
614
Rakuten Securities
Japan
$135
ACA
615
American Capital Advisory
Idaho
$109
DF
616
Dunhill Financial
United Kingdom
$96
AWM
617
Activest Wealth Management
Florida
$81
SA
618
Seneschal Advisors
Washington
$55
Norges Bank
619
Norges Bank
Norway
CSS
620
Cubist Systematic Strategies
Connecticut
Tudor Investment Corp
621
Tudor Investment Corp
Connecticut
PI
622
PineBridge Investments
New York
Arrowstreet Capital
623
Arrowstreet Capital
Massachusetts
SCM
624
Sone Capital Management
New York
FGP
625
Freestone Grove Partners
California