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Brown-Forman Class B

638 hedge funds and large institutions have $6.43B invested in Brown-Forman Class B in 2025 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 203 increasing their positions, 249 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

28% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 74

6% more capital invested

Capital invested by funds: $6.06B → $6.43B (+$378M)

3.68% more ownership

Funds ownership: 70.99%74.67% (+3.7%)

2% more funds holding

Funds holding: 626638 (+12)

18% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 249

19% less call options, than puts

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

Holders
638
Holders Change
+12
Holders Change %
+1.92%
% of All Funds
7.76%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
95
Increased
203
Reduced
249
Closed
74
Calls
$29.7M
Puts
$36.5M
Net Calls
-$6.85M
Net Calls Change
-$12M
Name Holding Trade Value Shares
Change
Change in
Stake
EWP
601
Elevation Wealth Partners
California
$808 -$1.18K -42 -58%
SGK
602
Steigerwald Gordon & Koch
Virginia
$808
WWA
603
Wealth Watch Advisors
Colorado
$730 +$394 +14 +100%
AF
604
Advisornet Financial
Minnesota
$709 +$56 +2 +8%
AWA
605
Acumen Wealth Advisors
Tennessee
$684 +$732 +26 New
PFA
606
Pillar Financial Advisors
Kentucky
$652
SS
607
Sunbelt Securities
Texas
$625 -$2.14K -76 -76%
KFI
608
Key Financial Inc
Pennsylvania
$573
WIM
609
Westside Investment Management
California
$573 +$619 +22 New
SAM
610
Smartleaf Asset Management
Massachusetts
$553 -$2.65K -94 -82%
SIS
611
Sound Income Strategies
Florida
$528
WWM
612
Wolff Wiese Magana
California
$522 +$563 +20 New
CAM
613
Costello Asset Management
Pennsylvania
$502 +$535 +19 New
AUB
614
Atlantic Union Bankshares
Virginia
$496 -$130K -4,631 -100%
AP
615
Aspect Partners
Virginia
$495 +$535 +19 New
OP
616
ORG Partners
Indiana
$494 -$351K -12,473 -100%
QWM
617
Quaker Wealth Management
New Jersey
$470 -$28 -1 -5%
NSIM
618
North Star Investment Management
Illinois
$443 +$478 +17 New
CIAM
619
Caitong International Asset Management
Hong Kong
$417 -$20.7K -734 -98%
PWMG
620
Prestige Wealth Management Group
New Jersey
$395 -$1.6K -57 -79%
KCM
621
Key Capital Management
Tennessee
$391 +$422 +15 New
BHWM
622
Bay Harbor Wealth Management
Maryland
$341 +$141 +5 +63%
AGWCA
623
Annis Gardner Whiting Capital Advisors
Florida
$315 +$338 +12 New
DF
624
Dunhill Financial
United Kingdom
$276 +$197 +7 +175%
CSB
625
City State Bank
Iowa
$261 +$281 +10 New

BF.B Hedge Fund Activity: Q4 2025 in Review

638 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q4 2025, worth a combined $6.43B — up 6.2% from $6.06B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new BF.B positions and 74 closed out — a net gain of 21 holders — while 203 added to existing stakes and 249 trimmed.

The largest buyer was VanEck Associates, adding an estimated $157M. The largest seller was Bank of America, cutting an estimated $99.1M.

  • 638 institutional investors held Brown-Forman Class B (BF.B) as of Q4 2025, up from 626 in Q3 2025.
  • Funds reported $6.43B of Brown-Forman Class B stock for Q4 2025, up 6.2% quarter-over-quarter.
  • 95 funds opened new Brown-Forman Class B positions in Q4 2025 and 74 closed out, a net change of +21 holders.
  • The largest Brown-Forman Class B buyer in Q4 2025 was VanEck Associates, an estimated $157M added.
  • The largest Brown-Forman Class B seller in Q4 2025 was Bank of America, an estimated $99.1M sold.

Based on aggregated 13F filings for Q4 2025.