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Brown-Forman Class B

629 hedge funds and large institutions have $6.43B invested in Brown-Forman Class B in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 202 increasing their positions, 247 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

1% more funds holding

Funds holding: 621629 (+8)

18% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 247

19% less call options, than puts

Call options by funds: $29.7M | Put options by funds: $36.5M

Holders
629
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
$29.7M
Puts
$36.5M
Net Calls
Net Calls Change

Top Buyers

1 +$157M
2 +$81.6M
3 +$62.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$27.7M
5
UBS Group
UBS Group
Switzerland
+$26.8M
Name Holding Trade Value Shares
Change
Change in
Stake
KFI
601
Key Financial Inc
Pennsylvania
$573
WIM
602
Westside Investment Management
California
$573
SAM
603
Smartleaf Asset Management
Massachusetts
$553
SIS
604
Sound Income Strategies
Florida
$528
WWM
605
Wolff Wiese Magana
California
$522
CAM
606
Costello Asset Management
Pennsylvania
$502
AUB
607
Atlantic Union Bankshares
Virginia
$496
AP
608
Aspect Partners
Virginia
$495
OP
609
ORG Partners
Indiana
$494
QWM
610
Quaker Wealth Management
New Jersey
$470
NSIM
611
North Star Investment Management
Illinois
$443
CIAM
612
Caitong International Asset Management
Hong Kong
$417
PWMG
613
Prestige Wealth Management Group
New Jersey
$395
KCM
614
Key Capital Management
Tennessee
$391
BHWM
615
Bay Harbor Wealth Management
Maryland
$341
AGWCA
616
Annis Gardner Whiting Capital Advisors
Florida
$315
DF
617
Dunhill Financial
United Kingdom
$276
CSB
618
City State Bank
Iowa
$261
DPW
619
DiNuzzo Private Wealth
Pennsylvania
$235
HIA
620
HFM Investment Advisors
New Jersey
$235
CPG
621
Cornerstone Planning Group
New Jersey
$186
WA
622
WestEnd Advisors
North Carolina
$182
ACA
623
American Capital Advisory
Idaho
$157
NL
624
NVWM LLC
Pennsylvania
$130
HFS
625
Hughes Financial Services
Virginia
$104