BF.B icon

Brown-Forman Class B

629 hedge funds and large institutions have $6.43B invested in Brown-Forman Class B in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 202 increasing their positions, 247 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: 621629 (+8)

18% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 247

19% less call options, than puts

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

Holders
629
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
P
651
Pitcairn
Pennsylvania
ECM
652
ExodusPoint Capital Management
New York
KIA
653
Knollwood Investment Advisory
Maryland
LOAMS
654
Lombard Odier Asset Management (Switzerland)
Switzerland
IWC
655
Integrated Wealth Concepts
Massachusetts
SRL
656
Scientech Research LLC
New Jersey
CI Investments Inc
657
CI Investments Inc
Ontario, Canada
OAM
658
Oxford Asset Management
United Kingdom
GCP
659
GSA Capital Partners
United Kingdom
Kovitz Investment Group Partners
660
Kovitz Investment Group Partners
Illinois
NWMG
661
National Wealth Management Group
Ohio
MMA
662
Mizuho Markets Americas
New York
WIA
663
World Investment Advisors
California
EF
664
Empowered Funds
Pennsylvania
SAM
665
Strategy Asset Managers
California
NP
666
NorthRock Partners
Minnesota
TCWM
667
Total Clarity Wealth Management
Illinois
SWA
668
Sax Wealth Advisors
New Jersey
OL
669
Optas LLC
Texas
PWM
670
Perigon Wealth Management
California
NWWA
671
New Wave Wealth Advisors
Arkansas
Robeco Institutional Asset Management
672
Robeco Institutional Asset Management
Netherlands
IC
673
Inscription Capital
Texas
JIC
674
Johnson Investment Counsel
Ohio
TCM
675
Tufton Capital Management
Maryland