We are live on ! Find out more
BF.B icon

Brown-Forman Class B

642 hedge funds and large institutions have $6.73B invested in Brown-Forman Class B in 2025 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 264 increasing their positions, 202 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

31% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 202

14% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 81

11% more call options, than puts

Call options by funds: $46.7M | Put options by funds: $42.1M

4.44% more ownership

Funds ownership: 60.91%65.35% (+4.4%)

1% more funds holding

Funds holding: 635642 (+7)

4% less capital invested

Capital invested by funds: $7.02B → $6.73B (-$287M)

Holders
642
Holders Change
+7
Holders Change %
+1.1%
% of All Funds
8.61%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
92
Increased
264
Reduced
202
Closed
81
Calls
$46.7M
Puts
$42.1M
Net Calls
+$4.59M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
626
Physician Wealth Advisors
Utah
$747 +$742 +22 New
SAM
627
Smartleaf Asset Management
Massachusetts
$722 -$4.04K -120 -85%
BWM
628
Bernard Wealth Management
Michigan
$679 +$674 +20 New
AWM
629
Activest Wealth Management
Florida
$645 +$607 +18 +1,800%
MAM
630
Marquette Asset Management
Minnesota
$577 +$573 +17 New
GFPC
631
Global Financial Private Client
Florida
$441 +$202 +6 +86%
CWC
632
Carolinas Wealth Consulting
North Carolina
$339 -$2.87K -85 -89%
CIAM
633
Caitong International Asset Management
Hong Kong
$272 -$41.2K -1,221 -99%
WA
634
WestEnd Advisors
North Carolina
$238 +$169 +5 +250%
WW
635
Winnow Wealth
Texas
$171
WCM
636
WealthTrak Capital Management
Virginia
$170
DPW
637
DiNuzzo Private Wealth
Pennsylvania
$136 -$236 -7 -64%
RS
638
Rakuten Securities
Japan
$136
PWA
639
Principia Wealth Advisory
Texas
$102 -$101 -3 -50%
HIA
640
HFM Investment Advisors
New Jersey
$102 +$101 +3 New
AF
641
Advisornet Financial
Minnesota
$68 +$67 +2 New
OP
642
ORG Partners
Indiana
$29
Point72 Asset Management
643
Point72 Asset Management
Connecticut
-$37.2M -979,745 Closed
ECM
644
ExodusPoint Capital Management
New York
-$13.5M -354,437 Closed
PHK
645
Point72 Hong Kong
Hong Kong
-$11.1M -291,446 Closed
SCM
646
Sone Capital Management
New York
-$7.44M -195,902 Closed
Holocene Advisors
647
Holocene Advisors
New York
-$6.2M -163,143 Closed
HF
648
HRT Financial
New York
-$4.64M -122,085 Closed
MYAM
649
Meiji Yasuda Asset Management
Japan
-$3.52M -92,648 Closed
CSS
650
Cubist Systematic Strategies
Connecticut
-$2.98M -88,445 Closed

BF.B Hedge Fund Activity: Q1 2025 in Review

642 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q1 2025, worth a combined $6.73B — down 4.1% from $7.02B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new BF.B positions and 81 closed out — a net gain of 11 holders — while 264 added to existing stakes and 202 trimmed.

The largest buyer was Bank of America, adding an estimated $101M. The largest seller was Lazard Asset Management, cutting an estimated $94.5M.

  • 642 institutional investors held Brown-Forman Class B (BF.B) as of Q1 2025, up from 635 in Q4 2024.
  • Funds reported $6.73B of Brown-Forman Class B stock for Q1 2025, down 4.1% quarter-over-quarter.
  • 92 funds opened new Brown-Forman Class B positions in Q1 2025 and 81 closed out, a net change of +11 holders.
  • The largest Brown-Forman Class B buyer in Q1 2025 was Bank of America, an estimated $101M added.
  • The largest Brown-Forman Class B seller in Q1 2025 was Lazard Asset Management, an estimated $94.5M sold.

Based on aggregated 13F filings for Q1 2025.