BF.B icon

Brown-Forman Class B

575 hedge funds and large institutions have $5.35B invested in Brown-Forman Class B in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 178 increasing their positions, 238 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

17% less capital invested

Capital invested by funds: $6.43B → $5.35B (-$1.08B)

25% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 238

38% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 119

Holders
575
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29.4M
Puts
$20.3M
Net Calls
Net Calls Change

Top Sellers

1 -$346M
2 -$79.3M
3 -$65.7M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$45.4M
5
UBS AM
UBS AM
Illinois
-$42.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$7.74M
Marshall Wace
77
Marshall Wace
United Kingdom
$7.57M
MAM
78
Monaco Asset Management
Monaco
$7.43M
Holocene Advisors
79
Holocene Advisors
New York
$7.33M
MWM
80
Moran Wealth Management
Florida
$7.08M
MIM
81
Morningstar Investment Management
Illinois
$7.05M
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$7.01M
American Century Companies
83
American Century Companies
Missouri
$6.75M
Principal Financial Group
84
Principal Financial Group
Iowa
$6.52M
GC
85
Guggenheim Capital
Illinois
$6.28M
HSBC Holdings
86
HSBC Holdings
United Kingdom
$6M
YCM
87
Yousif Capital Management
Michigan
$5.67M
California State Teachers Retirement System (CalSTRS)
88
California State Teachers Retirement System (CalSTRS)
California
$5.65M
Creative Planning
89
Creative Planning
Kansas
$5.48M
GIA
90
Gateway Investment Advisers
Ohio
$5.39M
BCM
91
Banyan Capital Management
Georgia
$5.19M
BEI
92
Benjamin Edwards Inc
Missouri
$4.82M
AQR Capital Management
93
AQR Capital Management
Connecticut
$4.79M
DWA
94
Douglass Winthrop Advisors
New York
$4.78M
Sumitomo Mitsui Trust Group
95
Sumitomo Mitsui Trust Group
Japan
$4.7M
State Board of Administration of Florida Retirement System
96
State Board of Administration of Florida Retirement System
Florida
$4.69M
PJWM
97
Philip James Wealth Mangement
Georgia
$4.67M
HCM
98
Hillman Capital Management
Maryland
$4.66M
BCCM
99
Black Cypress Capital Management
Florida
$4.51M
SIM
100
Sprucegrove Investment Management
Ontario, Canada
$4.37M