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Brown-Forman Class B

642 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: 635642 (+7)

4% less capital invested

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

Holders
642
Holders Change
+7
Holders Change %
+1.1%
% of All Funds
8.61%
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
OIA
701
OneDigital Investment Advisors
Kansas
-$201K -5,289 Closed
PEAK6
702
PEAK6
Illinois
-$120K -3,152 Closed
Walleye Capital
703
Walleye Capital
New York
-$64K -1,900 Closed
AWM
704
Avior Wealth Management
Nebraska
-$63.5K -1,673 Closed
CPCPP
705
Canada Post Corporation Pension Plan
Canada
-$37.2K -980 Closed
NB
706
NBT Bank
New York
-$36.7K -965 Closed
GTAM
707
Global Trust Asset Management
Florida
-$35.4K -931 Closed
BOJHT
708
Bank of Jackson Hole Trust
Wyoming
-$24.3K -640 Closed
RTC
709
Riverview Trust Company
Washington
-$24K -633 Closed
CAM
710
Costello Asset Management
Pennsylvania
-$19.6K -515 Closed
RCM
711
Raleigh Capital Management
North Carolina
-$9.69K -255 Closed
PC
712
Permit Capital
Pennsylvania
-$8.93K -235 Closed
ST
713
Smithfield Trust
Pennsylvania
-$6K -150 Closed
CFGS
714
Concourse Financial Group Securities
Alabama
-$2.91K -88 Closed
CA
715
Continuum Advisory
Idaho
-$2.81K -74 Closed
NWWA
716
New Wave Wealth Advisors
Arkansas
-$2.21K -58 Closed
PPA
717
Painted Porch Advisors
California
-$1.06K -28 Closed
GA
718
GoalVest Advisory
New York
-$836 -22 Closed
BFPW
719
BOK Financial Private Wealth
Colorado
-$421 -11 Closed
CPG
720
Cornerstone Planning Group
New Jersey
-$345 -10 Closed
AGWCA
721
Annis Gardner Whiting Capital Advisors
Florida
-$266 -7 Closed
WTC
722
WhitTier Trust Company
Nevada
-$265 -7 Closed
PWM
723
Parkworth Wealth Management
California
-$38 -1 Closed

BF.B Hedge Fund Activity: Q1 2025 in Review

642 of the 7,458 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.

  • 642 institutional investors held Brown-Forman Class B (BF.B) as of Q1 2025, up from 635 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.