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Brown-Forman Class B

643 hedge funds and large institutions have $6.73B invested in Brown-Forman Class B in 2025 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 264 increasing their positions, 202 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

31% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 202

14% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 81

11% more call options, than puts

Call options by funds: $46.7M | Put options by funds: $42.1M

4.44% more ownership

Funds ownership: 60.91%65.35% (+4.4%)

1% more funds holding

Funds holding: 636643 (+7)

4% less capital invested

Capital invested by funds: $7.02B → $6.73B (-$287M)

Holders
643
Holders Change
+7
Holders Change %
+1.1%
% of All Funds
8.62%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
92
Increased
264
Reduced
202
Closed
81
Calls
$46.7M
Puts
$42.1M
Net Calls
+$4.59M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
OQS
676
Occudo Quantitative Strategies
Florida
-$623K -16,412 Closed
CCB
677
Cutter & Co Brokerage
Missouri
-$619K -16,289 Closed
IG
678
ING Group
Netherlands
-$580K -15,261 Closed
Envestnet Portfolio Solutions
679
Envestnet Portfolio Solutions
Illinois
-$558K -14,683 Closed
SFO
680
Stokes Family Office
Louisiana
-$555K -14,625 Closed
AA
681
ABC Arbitrage
France
-$455K -11,976 Closed
SAM
682
Silvercrest Asset Management
New York
-$451K -11,865 Closed
EP
683
Edgestream Partners
New Jersey
-$418K -11,007 Closed
AI
684
Atom Investors
Texas
-$343K -9,018 Closed
TIA
685
Tandem Investment Advisors
South Carolina
-$300K -7,911 Closed
Assenagon Asset Management
686
Assenagon Asset Management
Luxembourg
-$294K -7,731 Closed
Capstone Investment Advisors
687
Capstone Investment Advisors
New York
-$281K -7,392 Closed
AIS
688
American Investment Services
Massachusetts
-$270K -7,097 Closed
KAS
689
KPP Advisory Services
Kentucky
-$233K -6,147 Closed
FRM
690
Fox Run Management
Connecticut
-$230K -6,054 Closed
Nomura Holdings
691
Nomura Holdings
Japan
-$228K -6,002 Closed
WIC
692
Woodmont Investment Counsel
Tennessee
-$218K -5,740 Closed
KRSITF
693
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
-$434K -5,738 Closed
RB
694
Rodgers Brothers
Pennsylvania
-$217K -5,721 Closed
AC
695
Allstate Corporation
Illinois
-$217K -5,703 Closed
FCCM
696
First City Capital Management
Georgia
-$216K -5,684 Closed
OWP
697
Obermeyer Wealth Partners
Colorado
-$214K -5,625 Closed
PW
698
PUREfi Wealth
Massachusetts
-$208K -5,464 Closed
Walleye Trading
699
Walleye Trading
New York
-$183K -5,419 Closed
AM
700
AGF Management
Ontario, Canada
-$204K -5,383 Closed

BF.B Hedge Fund Activity: Q1 2025 in Review

643 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q1 2025, worth a combined $6.73B — down 4.1% from $7.02B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new BF.B positions and 81 closed out — a net gain of 11 holders — while 264 added to existing stakes and 202 trimmed.

The largest buyer was Bank of America, adding an estimated $101M. The largest seller was Lazard Asset Management, cutting an estimated $94.5M.

  • 643 institutional investors held Brown-Forman Class B (BF.B) as of Q1 2025, up from 636 in Q4 2024.
  • Funds reported $6.73B of Brown-Forman Class B stock for Q1 2025, down 4.1% quarter-over-quarter.
  • 92 funds opened new Brown-Forman Class B positions in Q1 2025 and 81 closed out, a net change of +11 holders.
  • The largest Brown-Forman Class B buyer in Q1 2025 was Bank of America, an estimated $101M added.
  • The largest Brown-Forman Class B seller in Q1 2025 was Lazard Asset Management, an estimated $94.5M sold.

Based on aggregated 13F filings for Q1 2025.