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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
AllianceBernstein
76
AllianceBernstein
Tennessee
$11.4M +$369K +10,957 +3%
ACM
77
Aquatic Capital Management
Illinois
$11.1M +$8.68M +257,418 +363%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$10.8M -$1.2M -35,593 -10%
T. Rowe Price Associates
79
T. Rowe Price Associates
Maryland
$10.8M -$4.79M -142,095 -31%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$10.7M +$4.73M +140,180 +80%
Lazard Asset Management
81
Lazard Asset Management
New York
$10.4M -$94.5M -2,804,614 -90%
SEI Investments
82
SEI Investments
Pennsylvania
$10.3M +$1.71M +50,834 +20%
Squarepoint
83
Squarepoint
New York
$10.1M +$10M +298,060 New
Victory Capital Management
84
Victory Capital Management
Texas
$10M +$2.17M +64,372 +28%
RC
85
RBO & Co
California
$9.83M +$15.7K +466 +0.2%
BDLIB
86
Banque de Luxembourg Investments (BLI)
Luxembourg
$9.57M -$934K -27,700 -9%
IPAM
87
ICICI Prudential Asset Management
India
$9.56M +$3.2M +95,000 +51%
BCCM
88
Black Cypress Capital Management
Florida
$8.8M +$5.05M +149,724 +137%
QCM
89
Quantinno Capital Management
New York
$8.54M +$6.58M +195,304 +347%
Verition Fund Management
90
Verition Fund Management
Connecticut
$7.83M +$1.97M +58,589 +34%
SSA
91
Schonfeld Strategic Advisors
New York
$7.76M +$2.99M +88,626 +63%
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$7.73M
Principal Financial Group
93
Principal Financial Group
Iowa
$7.65M -$5.09K -151 -0.1%
DWA
94
Douglass Winthrop Advisors
New York
$7.55M -$25.4K -754 -0.3%
Prudential Financial
95
Prudential Financial
New Jersey
$7.32M +$3.76M +111,674 +107%
GC
96
Guggenheim Capital
Illinois
$7.25M +$720K +21,351 +11%
CAM
97
Cresset Asset Management
Illinois
$6.72M +$36.1K +1,071 +0.5%
N
98
Natixis
France
$6.46M +$6.37M +188,999 New
HCM
99
Hillman Capital Management
Maryland
$6.46M +$1.49M +44,106 +30%
YCM
100
Yousif Capital Management
Michigan
$6.44M +$2.05M +60,964 +47%

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.