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Brown-Forman Class B

633 hedge funds and large institutions have $5.3B invested in Brown-Forman Class B in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 239 increasing their positions, 212 reducing their positions, and 92 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
633
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
BP
676
Ballentine Partners
Massachusetts
PMFA
677
Plante Moran Financial Advisors
Michigan
NP
678
NorthRock Partners
Minnesota
CA
679
Claro Advisors
Massachusetts
KeyBank National Association
680
KeyBank National Association
Ohio
IAIM
681
International Assets Investment Management
Florida
SCM
682
Stevens Capital Management
Pennsylvania
MPM
683
MBB Public Markets
Illinois
IC
684
IEQ Capital
California
DEA
685
DoubleLine ETF Adviser
Florida
CIAS
686
CFS Investment Advisory Services
New Jersey
SQA
687
Simon Quick Advisors
New Jersey
AIP
688
Arrowpoint Investment Partners
Singapore
VWM
689
Venturi Wealth Management
Texas
GA
690
GSG Advisors
New Jersey
Thrivent Financial for Lutherans
691
Thrivent Financial for Lutherans
Minnesota
EF
692
Empirical Finance
Pennsylvania
FRA
693
Frank Rimerman Advisors
California
SC
694
Sapient Capital
Indiana
SFA
695
Sequoia Financial Advisors
Ohio
GT
696
Greenleaf Trust
Michigan
GLA
697
Great Lakes Advisors
Illinois
William Blair & Company
698
William Blair & Company
Illinois
BFM
699
Boothbay Fund Management
New York
ABC
700
Associated Banc-Corp
Wisconsin