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Brown-Forman Class B

635 hedge funds and large institutions have $6.43B invested in Brown-Forman Class B in 2025 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 202 increasing their positions, 249 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:

2% more funds holding

Funds holding: 624635 (+11)

19% less call options, than puts

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

19% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 249

Holders
635
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
AF
601
Advisornet Financial
Minnesota
$709
AWA
602
Acumen Wealth Advisors
Tennessee
$684
PFA
603
Pillar Financial Advisors
Kentucky
$652
SS
604
Sunbelt Securities
Texas
$625
KFI
605
Key Financial Inc
Pennsylvania
$573
WIM
606
Westside Investment Management
California
$573
SAM
607
Smartleaf Asset Management
Massachusetts
$553
SIS
608
Sound Income Strategies
Florida
$528
WWM
609
Wolff Wiese Magana
California
$522
CAM
610
Costello Asset Management
Pennsylvania
$502
AUB
611
Atlantic Union Bankshares
Virginia
$496
AP
612
Aspect Partners
Virginia
$495
OP
613
ORG Partners
Indiana
$494
QWM
614
Quaker Wealth Management
New Jersey
$470
NSIM
615
North Star Investment Management
Illinois
$443
CIAM
616
Caitong International Asset Management
Hong Kong
$417
PWMG
617
Prestige Wealth Management Group
New Jersey
$395
KCM
618
Key Capital Management
Tennessee
$391
BHWM
619
Bay Harbor Wealth Management
Maryland
$341
AGWCA
620
Annis Gardner Whiting Capital Advisors
Florida
$315
DF
621
Dunhill Financial
United Kingdom
$276
CSB
622
City State Bank
Iowa
$261
DPW
623
DiNuzzo Private Wealth
Pennsylvania
$235
HIA
624
HFM Investment Advisors
New Jersey
$235
CPG
625
Cornerstone Planning Group
New Jersey
$186