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Brown-Forman Class B

625 hedge funds and large institutions have $6.42B invested in Brown-Forman Class B in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 202 increasing their positions, 246 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: 619625 (+6)

18% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 246

19% less call options, than puts

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

Holders
625
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
IWC
651
Integrated Wealth Concepts
Massachusetts
SRL
652
Scientech Research LLC
New Jersey
CI Investments Inc
653
CI Investments Inc
Ontario, Canada
OAM
654
Oxford Asset Management
United Kingdom
GCP
655
GSA Capital Partners
United Kingdom
Kovitz Investment Group Partners
656
Kovitz Investment Group Partners
Illinois
NWMG
657
National Wealth Management Group
Ohio
MMA
658
Mizuho Markets Americas
New York
WIA
659
World Investment Advisors
California
EF
660
Empowered Funds
Pennsylvania
SAM
661
Strategy Asset Managers
California
NP
662
NorthRock Partners
Minnesota
TCWM
663
Total Clarity Wealth Management
Illinois
SWA
664
Sax Wealth Advisors
New Jersey
OL
665
Optas LLC
Texas
PWM
666
Perigon Wealth Management
California
NWWA
667
New Wave Wealth Advisors
Arkansas
Robeco Institutional Asset Management
668
Robeco Institutional Asset Management
Netherlands
IC
669
Inscription Capital
Texas
JIC
670
Johnson Investment Counsel
Ohio
TCM
671
Tufton Capital Management
Maryland
AWA
672
Aaron Wealth Advisors
Illinois
GA
673
GSG Advisors
New Jersey
ACA
674
Aptus Capital Advisors
Alabama
Fidelity International
675
Fidelity International
Bermuda