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Brown-Forman Class B

629 hedge funds and large institutions have $6.43B invested in Brown-Forman Class B in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 202 increasing their positions, 247 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: 621629 (+8)

18% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 247

19% less call options, than puts

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

Holders
629
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
QCM
76
Quantinno Capital Management
New York
$7.69M
MIM
77
Morningstar Investment Management
Illinois
$7.59M
Baird Financial Group
78
Baird Financial Group
Wisconsin
$7.38M
MCM
79
Mattern Capital Management
Colorado
$6.92M
AQR Capital Management
80
AQR Capital Management
Connecticut
$6.81M
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$6.74M
SFG
82
Sather Financial Group
Texas
$6.47M
Principal Financial Group
83
Principal Financial Group
Iowa
$6.15M
ACM
84
Aquatic Capital Management
Illinois
$5.91M
GC
85
Guggenheim Capital
Illinois
$5.74M
GAM
86
Gotham Asset Management
New York
$5.62M
XT
87
XTX Topco
Cayman Islands
$5.49M
AllianceBernstein
88
AllianceBernstein
Tennessee
$5.41M
YCM
89
Yousif Capital Management
Michigan
$5.29M
DWA
90
Douglass Winthrop Advisors
New York
$5.09M
SIM
91
Sprucegrove Investment Management
Ontario, Canada
$5.03M
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$5.01M
BCM
93
Banyan Capital Management
Georgia
$5M
Aviva
94
Aviva
United Kingdom
$4.93M
RAM
95
RK Asset Management
Michigan
$4.84M
BCCM
96
Black Cypress Capital Management
Florida
$4.82M
BEI
97
Benjamin Edwards Inc
Missouri
$4.72M
MWM
98
Moran Wealth Management
Florida
$4.6M
WorldQuant Millennium Advisors
99
WorldQuant Millennium Advisors
New York
$4.58M
Russell Investments Group
100
Russell Investments Group
United Kingdom
$4.51M