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Brown-Forman Class B

628 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: 620628 (+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
628
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
Mitsubishi UFJ Trust & Banking
101
Mitsubishi UFJ Trust & Banking
Japan
$4.46M
CAM
102
Cresset Asset Management
Illinois
$4.29M
TI
103
Trexquant Investment
Connecticut
$4.29M
Manulife (Manufacturers Life Insurance)
104
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.28M
MAM
105
Monaco Asset Management
Monaco
$4.17M
Adage Capital Partners
106
Adage Capital Partners
Massachusetts
$4.14M
PJWM
107
Philip James Wealth Mangement
Georgia
$4.08M
New York State Teachers Retirement System (NYSTRS)
108
New York State Teachers Retirement System (NYSTRS)
New York
$4.05M
ASN
109
Advisory Services Network
Georgia
$4M
Universal-Beteiligungs- und Servicegesellschaft
110
Universal-Beteiligungs- und Servicegesellschaft
Germany
$3.94M
HCM
111
Hahn Capital Management
California
$3.89M
Natixis Advisors
112
Natixis Advisors
Massachusetts
$3.87M
LPL Financial
113
LPL Financial
California
$3.86M
HCM
114
Hillman Capital Management
Maryland
$3.86M
TTWM
115
TCV Trust & Wealth Management
Virginia
$3.69M
PPF
116
PFA Pension Forsikringsaktieselskab
$3.65M
WT
117
Whittier Trust
California
$3.63M
NICM
118
Neo Ivy Capital Management
New York
$3.47M
FGP
119
Freestone Grove Partners
California
$3.44M
APG Asset Management
120
APG Asset Management
Netherlands
$3.36M
RAM
121
Resona Asset Management
Japan
$3.33M
SG Americas Securities
122
SG Americas Securities
New York
$3.32M
AIP
123
Ameritas Investment Partners
Nebraska
$3.31M
Creative Planning
124
Creative Planning
Kansas
$3.3M
Neuberger Berman Group
125
Neuberger Berman Group
New York
$3.22M