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Brown-Forman Class B

625 hedge funds and large institutions have $6.42B invested in Brown-Forman Class B in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 202 increasing their positions, 246 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:

1% more funds holding

Funds holding: 619625 (+6)

18% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 246

19% less call options, than puts

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

Holders
625
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
MIM
76
Morningstar Investment Management
Illinois
$7.59M
Baird Financial Group
77
Baird Financial Group
Wisconsin
$7.38M
MCM
78
Mattern Capital Management
Colorado
$6.92M
AQR Capital Management
79
AQR Capital Management
Connecticut
$6.81M
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$6.74M
SFG
81
Sather Financial Group
Texas
$6.47M
Principal Financial Group
82
Principal Financial Group
Iowa
$6.15M
ACM
83
Aquatic Capital Management
Illinois
$5.91M
GC
84
Guggenheim Capital
Illinois
$5.74M
GAM
85
Gotham Asset Management
New York
$5.62M
XT
86
XTX Topco
Cayman Islands
$5.49M
AllianceBernstein
87
AllianceBernstein
Tennessee
$5.41M
YCM
88
Yousif Capital Management
Michigan
$5.29M
DWA
89
Douglass Winthrop Advisors
New York
$5.09M
SIM
90
Sprucegrove Investment Management
Ontario, Canada
$5.03M
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$5.01M
BCM
92
Banyan Capital Management
Georgia
$5M
Aviva
93
Aviva
United Kingdom
$4.93M
RAM
94
RK Asset Management
Michigan
$4.84M
BCCM
95
Black Cypress Capital Management
Florida
$4.82M
BEI
96
Benjamin Edwards Inc
Missouri
$4.72M
MWM
97
Moran Wealth Management
Florida
$4.6M
WorldQuant Millennium Advisors
98
WorldQuant Millennium Advisors
New York
$4.58M
Russell Investments Group
99
Russell Investments Group
United Kingdom
$4.51M
Mitsubishi UFJ Trust & Banking
100
Mitsubishi UFJ Trust & Banking
Japan
$4.46M