BF.B icon

Brown-Forman Class B

621 hedge funds and large institutions have $6.05B invested in Brown-Forman Class B in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 210 increasing their positions, 236 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

2% less funds holding

Funds holding: 635621 (-14)

11% less repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 236

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
621
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$27M
Puts
$21.9M
Net Calls
Net Calls Change

Top Buyers

1 +$362M
2 +$146M
3 +$70.7M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$59.9M
5
UBS Group
UBS Group
Switzerland
+$51.9M
Name Holding Trade Value Shares
Change
Change in
Stake
ZIM
651
Zacks Investment Management
Illinois
MP
652
McDonald Partners
Ohio
UBP
653
Union Bancaire Privee
Switzerland
NIM
654
Northeast Investment Management
Massachusetts
ACM
655
Advisors Capital Management
New Jersey
TSS
656
Two Sigma Securities
New York
CPC
657
Cookson Peirce & Co
Pennsylvania
SC
658
Syon Capital
California
PIMJS
659
PKO Investment Management Joint-Stock
Poland
PFS
660
Prospera Financial Services
Texas
AAIM
661
Asset Advisors Investment Management
Georgia
FCM
662
Fieldview Capital Management
Michigan
KAS
663
Kestra Advisory Services
Texas
VFA
664
Valeo Financial Advisors
Indiana
CFS
665
CRA Financial Services
New Jersey
RWM
666
Ritholtz Wealth Management
New York
ACIM
667
Azimuth Capital Investment Management
Michigan
CM
668
Caption Management
Oklahoma
KGC
669
Kennon-Green & Company
Ohio
AC
670
AlphaCore Capital
California
HI
671
Hendershot Investments
Virginia
AIM
672
Access Investment Management
Georgia
BIG
673
Brooklyn Investment Group
New York
HIIFS
674
Harel Insurance Investments & Financial Services
Israel
BCMLT
675
Beacon Capital Management LLC (Tennessee)
Tennessee