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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 93 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

15% more first-time investments, than exits

New positions opened: 93 | 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: 635643 (+8)

4% less capital invested

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

Holders
643
Holders Change
+8
Holders Change %
+1.26%
% 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
93
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
Barclays
51
Barclays
United Kingdom
$18.4M +$113K +3,353 +0.6%
Raymond James Financial
52
Raymond James Financial
Florida
$17.7M -$1.4M -41,539 -7%
CIM
53
Confluence Investment Management
Missouri
$17.6M +$373K +11,065 +2%
Swiss National Bank
54
Swiss National Bank
Switzerland
$17.4M -$77.5K -2,300 -0.4%
Amundi
55
Amundi
France
$17.1M -$21.7M -644,111 -55%
PI
56
PineBridge Investments
New York
$17.1M +$7.96K +236 +0%
Sumitomo Mitsui Trust Group
57
Sumitomo Mitsui Trust Group
Japan
$16.7M +$2.44M +72,321 +17%
Mitsubishi UFJ Asset Management
58
Mitsubishi UFJ Asset Management
Japan
$16.3M +$3.13M +92,940 +24%
MG
59
Markel Group
Virginia
$16.1M
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$15.4M +$2.42M +71,714 +19%
GWI
61
Grace & White Inc
New York
$14.8M
SIM
62
Sprucegrove Investment Management
Ontario, Canada
$14.7M +$6.19M +183,520 +73%
N
63
Nuveen
North Carolina
$14.5M +$2.71M +80,272 +23%
JF
64
Jump Financial
Illinois
$14.3M +$10.1M +298,828 +243%
HSBC Holdings
65
HSBC Holdings
United Kingdom
$14.3M -$1.88M -55,829 -12%
MG
66
Mather Group
Illinois
$13.8M +$13.7M +406,942 +38,355%
Stifel Financial
67
Stifel Financial
Missouri
$13.7M +$1.81M +53,674 +15%
Citigroup
68
Citigroup
New York
$13.3M -$13.5M -399,053 -51%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$13.2M +$2.31M +68,464 +21%
AG
70
Amiral Gestion
France
$13M +$9.42M +279,509 +267%
MIM
71
Manitou Investment Management
Ontario, Canada
$13M +$936K +27,769 +8%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$12.5M -$569K -16,867 -4%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$11.5M +$91.3K +2,708 +0.8%
Canada Life
74
Canada Life
Manitoba, Canada
$11.5M -$697K -20,686 -6%
TI
75
Trexquant Investment
Connecticut
$11.5M +$5.44M +161,287 +91%

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: 93 funds opened new BF.B positions and 81 closed out — a net gain of 12 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 635 in Q4 2024.
  • Funds reported $6.73B of Brown-Forman Class B stock for Q1 2025, down 4.1% quarter-over-quarter.
  • 93 funds opened new Brown-Forman Class B positions in Q1 2025 and 81 closed out, a net change of +12 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.