BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

624 hedge funds and large institutions have $5.29B invested in Brown-Forman Class B in 2025 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 238 increasing their positions, 209 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
-5
Holders Change %
-0.79%
% of All Funds
8.38%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
95
Increased
238
Reduced
209
Closed
91
Calls
$29.9M
Puts
$56.8M
Net Calls
-$26.8M
Net Calls Change
-$31.4M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$276M
2
EIC
2
Equity Investment Corp
Georgia
$90.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$95.4M
4
BCIM
4
Black Creek Investment Management
Ontario, Canada
$99.6M
5
Invesco
5
Invesco
Georgia
$189M

Top Sellers

1
Fundsmith LLP
1
Fundsmith LLP
United Kingdom
$0
2
VanEck Associates
2
VanEck Associates
New York
$28.4M
3
FIS
3
Fundsmith Investment Services
Mauritius
$0
4
CIP
4
Champlain Investment Partners
Vermont
$0
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$70.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OTL
651
Oak Thistle LLC
New York
– -$841K -24,793 Closed
NEI
652
Northwest & Ethical Investments
Ontario, Canada
– -$791K -23,295 Closed
ALMGDA
653
AG2R La Mondiale Gestion d'Actifs
France
– -$731K -21,927 Closed
Schroder Investment Management Group
654
Schroder Investment Management Group
United Kingdom
– -$746K -21,685 Closed
1C
655
111 Capital
France
– -$680K -20,031 Closed
UCFA
656
United Capital Financial Advisors
Texas
– -$672K -19,790 Closed
CIC
657
Crawford Investment Counsel
Georgia
– -$633K -18,640 Closed
AWM
658
Apollon Wealth Management
South Carolina
– -$614K -18,083 Closed
AAM
659
Aureus Asset Management
Massachusetts
– -$550K -16,214 Closed
DT
660
Diversified Trust
Tennessee
– -$545K -16,055 Closed
IFU
661
iSAM Funds (UK)
United Kingdom
– -$503K -14,816 Closed
RC
662
Rovin Capital
Arizona
– -$471K -13,873 Closed
LA
663
LM Advisors
California
– -$454K -13,384 Closed
OAM
664
Oxford Asset Management
United Kingdom
– -$447K -13,164 Closed
AC
665
AXQ Capital
New Jersey
– -$418K -12,312 Closed
PMAM
666
Penn Mutual Asset Management
Pennsylvania
– -$417K -12,300 Closed
BP
667
Ballentine Partners
Massachusetts
– -$405K -11,924 Closed
PMFA
668
Plante Moran Financial Advisors
Michigan
– -$404K -11,904 Closed
NP
669
NorthRock Partners
Minnesota
– -$374K -10,953 Closed
CA
670
Claro Advisors
Massachusetts
– -$363K -10,709 Closed
KeyBank National Association
671
KeyBank National Association
Ohio
– -$357K -10,531 Closed
IAIM
672
International Assets Investment Management
Florida
– -$352K -10,382 Closed
SCM
673
Stevens Capital Management
Pennsylvania
– -$342K -10,088 Closed
MPM
674
MBB Public Markets
Illinois
– -$307K -9,037 Closed
IC
675
IEQ Capital
California
– -$304K -8,958 Closed
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