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Brown-Forman Class B

642 hedge funds and large institutions have $6.73B invested in Brown-Forman Class B in 2025 Q1 according to their latest regulatory filings, with 92 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

14% more first-time investments, than exits

New positions opened: 92 | 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: 635642 (+7)

4% less capital invested

Capital invested by funds: $7.02B → $6.73B (-$287M)

Holders
642
Holders Change
+7
Holders Change %
+1.1%
% of All Funds
8.61%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
92
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
AF
126
Ally Financial
Michigan
$3.84M
TTWM
127
TCV Trust & Wealth Management
Virginia
$3.83M -$31.6K -937 -0.8%
RAM
128
Resona Asset Management
Japan
$3.75M +$729K +21,621 +25%
MSV
129
MN Services Vermogensbeheer
Netherlands
$3.7M -$391K -11,600 -10%
PL
130
Parthenon LLC
Kentucky
$3.53M
State of Wisconsin Investment Board
131
State of Wisconsin Investment Board
Wisconsin
$3.5M +$8.29K +246 +0.2%
KJHP
132
K.J. Harrison & Partners
Ontario, Canada
$3.39M +$3.37M +100,000 New
Nisa Investment Advisors
133
Nisa Investment Advisors
Missouri
$3.34M +$515K +15,267 +19%
New York State Common Retirement Fund
134
New York State Common Retirement Fund
New York
$3.32M -$9.64M -286,100 -74%
UIM
135
USS Investment Management
United Kingdom
$3.29M +$25.4K +755 +0.8%
OAC
136
OMERS Administration Corp
Ontario, Canada
$3.26M +$2.84M +84,175 +705%
Chevy Chase Trust
137
Chevy Chase Trust
Maryland
$3.24M -$1.85K -55 -0.1%
HighTower Advisors
138
HighTower Advisors
Illinois
$3.23M +$1.91M +56,796 +148%
Mitsubishi UFJ Trust & Banking
139
Mitsubishi UFJ Trust & Banking
Japan
$3.11M +$45.4K +1,347 +1%
IMPI
140
Ilmarinen Mutual Pension Insurance
Finland
$3.11M
Pictet Asset Management
141
Pictet Asset Management
Switzerland
$3.07M -$188K -5,583 -6%
GLF
142
Groupe la Francaise
France
$3M +$1.07M +31,633 +57%
CA
143
Callahan Advisors
Texas
$2.94M +$2.92M +86,649 New
Commonwealth Equity Services
144
Commonwealth Equity Services
Massachusetts
$2.88M +$116K +3,449 +4%
Royal London Asset Management
145
Royal London Asset Management
United Kingdom
$2.85M +$262K +7,780 +10%
Asset Management One
146
Asset Management One
Japan
$2.84M +$144K +4,262 +5%
Treasurer of the State of North Carolina
147
Treasurer of the State of North Carolina
North Carolina
$2.8M +$13.1K +388 +0.5%
DB
148
Danske Bank
Denmark
$2.78M -$138K -4,100 -5%
National Bank of Canada
149
National Bank of Canada
Quebec, Canada
$2.75M -$167K -4,950 -6%
OC
150
Oppenheimer & Co
New York
$2.75M -$77.9K -2,310 -3%

BF.B Hedge Fund Activity: Q1 2025 in Review

642 of the 7,458 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: 92 funds opened new BF.B positions and 81 closed out — a net gain of 11 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.

  • 642 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.
  • 92 funds opened new Brown-Forman Class B positions in Q1 2025 and 81 closed out, a net change of +11 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.