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Brown-Forman Class B

630 hedge funds and large institutions have $5.3B invested in Brown-Forman Class B in 2025 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 238 increasing their positions, 211 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

20% less capital invested

Capital invested by funds: $6.65B → $5.3B (-$1.35B)

47% less call options, than puts

Call options by funds: $29.9M | Put options by funds: $56.8M

Holders
630
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
$29.9M
Puts
$56.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MMA
651
Mizuho Markets Americas
New York
XT
652
XTX Topco
Cayman Islands
TCM
653
Teza Capital Management
Illinois
Los Angeles Capital Management
654
Los Angeles Capital Management
California
CCM
655
Chickasaw Capital Management
Tennessee
CC
656
Centiva Capital
New York
OTL
657
Oak Thistle LLC
New York
NEI
658
Northwest & Ethical Investments
Ontario, Canada
ALMGDA
659
AG2R La Mondiale Gestion d'Actifs
France
Schroder Investment Management Group
660
Schroder Investment Management Group
United Kingdom
1C
661
111 Capital
France
UCFA
662
United Capital Financial Advisors
Texas
CIC
663
Crawford Investment Counsel
Georgia
AWM
664
Apollon Wealth Management
South Carolina
AAM
665
Aureus Asset Management
Massachusetts
DT
666
Diversified Trust
Tennessee
IFU
667
iSAM Funds (UK)
United Kingdom
RC
668
Rovin Capital
Arizona
LA
669
LM Advisors
California
OAM
670
Oxford Asset Management
United Kingdom
AC
671
AXQ Capital
New Jersey
PMAM
672
Penn Mutual Asset Management
Pennsylvania
BP
673
Ballentine Partners
Massachusetts
PMFA
674
Plante Moran Financial Advisors
Michigan
NP
675
NorthRock Partners
Minnesota