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Brown-Forman Class B

638 hedge funds and large institutions have $6.43B invested in Brown-Forman Class B in 2025 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 203 increasing their positions, 249 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

28% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 74

6% more capital invested

Capital invested by funds: $6.06B → $6.43B (+$378M)

3.68% more ownership

Funds ownership: 70.99%74.67% (+3.7%)

2% more funds holding

Funds holding: 626638 (+12)

18% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 249

19% less call options, than puts

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

Holders
638
Holders Change
+12
Holders Change %
+1.92%
% of All Funds
7.76%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
95
Increased
203
Reduced
249
Closed
74
Calls
$29.7M
Puts
$36.5M
Net Calls
-$6.85M
Net Calls Change
-$12M
Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
676
Total Clarity Wealth Management
Illinois
-$231K -8,521 Closed
SWA
677
Sax Wealth Advisors
New Jersey
-$215K -7,948 Closed
OL
678
Optas LLC
Texas
-$212K -7,841 Closed
PWM
679
Perigon Wealth Management
California
-$210K -7,770 Closed
NWWA
680
New Wave Wealth Advisors
Arkansas
-$211K -7,730 Closed
Robeco Institutional Asset Management
681
Robeco Institutional Asset Management
Netherlands
-$208K -7,689 Closed
IC
682
Inscription Capital
Texas
-$208K -7,686 Closed
JIC
683
Johnson Investment Counsel
Ohio
-$207K -7,659 Closed
TCM
684
Tufton Capital Management
Maryland
-$205K -7,575 Closed
AWA
685
Aaron Wealth Advisors
Illinois
-$204K -7,530 Closed
GA
686
GSG Advisors
New Jersey
-$206K -7,480 Closed
ACA
687
Aptus Capital Advisors
Alabama
-$152K -5,619 Closed
Fidelity International
688
Fidelity International
Bermuda
-$121K -4,484 Closed
GEA
689
Glen Eagle Advisors
New Jersey
-$54.2K -2,000 Closed
SOW
690
State of Wyoming
Wyoming
-$33.9K -1,252 Closed
PS
691
Principal Securities
Iowa
-$22.5K -832 Closed
SIC
692
Salem Investment Counselors
North Carolina
-$21.1K -773 Closed
AAS
693
Ameritas Advisory Services
Nebraska
-$13.5K -500 Closed
QL
694
Quarry LP
New York
-$11.4K -420 Closed
PG
695
Proffitt & Goodson
Tennessee
-$7.8K -288 Closed
WANY
696
Wealthspire Advisors (New York)
New York
-$4.75K -175 Closed
CAL
697
Capital Analysts LLC
Pennsylvania
-$4K -136 Closed
HNW
698
High Note Wealth
Minnesota
-$2.73K -101 Closed
KPP
699
Kings Path Partners
Texas
-$2.71K -100 Closed
APM
700
Advanced Portfolio Management
New York
-$2.49K -92 Closed

BF.B Hedge Fund Activity: Q4 2025 in Review

638 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q4 2025, worth a combined $6.43B — up 6.2% from $6.06B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new BF.B positions and 74 closed out — a net gain of 21 holders — while 203 added to existing stakes and 249 trimmed.

The largest buyer was VanEck Associates, adding an estimated $157M. The largest seller was Bank of America, cutting an estimated $99.1M.

  • 638 institutional investors held Brown-Forman Class B (BF.B) as of Q4 2025, up from 626 in Q3 2025.
  • Funds reported $6.43B of Brown-Forman Class B stock for Q4 2025, up 6.2% quarter-over-quarter.
  • 95 funds opened new Brown-Forman Class B positions in Q4 2025 and 74 closed out, a net change of +21 holders.
  • The largest Brown-Forman Class B buyer in Q4 2025 was VanEck Associates, an estimated $157M added.
  • The largest Brown-Forman Class B seller in Q4 2025 was Bank of America, an estimated $99.1M sold.

Based on aggregated 13F filings for Q4 2025.