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Brown-Forman Class B

635 hedge funds and large institutions have $6.43B invested in Brown-Forman Class B in 2025 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 202 increasing their positions, 249 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:

2% more funds holding

Funds holding: 624635 (+11)

19% less call options, than puts

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

19% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 249

Holders
635
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
PWM
676
Perigon Wealth Management
California
NWWA
677
New Wave Wealth Advisors
Arkansas
Robeco Institutional Asset Management
678
Robeco Institutional Asset Management
Netherlands
IC
679
Inscription Capital
Texas
JIC
680
Johnson Investment Counsel
Ohio
TCM
681
Tufton Capital Management
Maryland
AWA
682
Aaron Wealth Advisors
Illinois
GA
683
GSG Advisors
New Jersey
ACA
684
Aptus Capital Advisors
Alabama
Fidelity International
685
Fidelity International
Bermuda
GEA
686
Glen Eagle Advisors
New Jersey
SOW
687
State of Wyoming
Wyoming
PS
688
Principal Securities
Iowa
SIC
689
Salem Investment Counselors
North Carolina
AAS
690
Ameritas Advisory Services
Nebraska
QL
691
Quarry LP
New York
PG
692
Proffitt & Goodson
Tennessee
WANY
693
Wealthspire Advisors (New York)
New York
CAL
694
Capital Analysts LLC
Pennsylvania
HNW
695
High Note Wealth
Minnesota
APM
696
Advanced Portfolio Management
New York
LCM
697
Logan Capital Management
Pennsylvania
MIM
698
MTM Investment Management
South Carolina
MSG
699
Main Street Group
Virginia
TCA
700
Trifecta Capital Advisors
Illinois