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Brown-Forman Class B

626 hedge funds and large institutions have $6.06B invested in Brown-Forman Class B in 2025 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 213 increasing their positions, 237 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $27M | Put options by funds: $21.9M

14% more capital invested

Capital invested by funds: $5.31B → $6.06B (+$750M)

6.13% more ownership

Funds ownership: 64.86%70.99% (+6.1%)

7% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 88

2% less funds holding

Funds holding: 639626 (-13)

10% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 237

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
626
Holders Change
-13
Holders Change %
-2.03%
% of All Funds
8.22%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
82
Increased
213
Reduced
237
Closed
88
Calls
$27M
Puts
$21.9M
Net Calls
+$5.13M
Net Calls Change
+$32M
Name Holding Trade Value Shares
Change
Change in
Stake
JF
126
Jump Financial
Illinois
$3.07M +$3.28M +113,257 New
AF
127
Ally Financial
Michigan
$3.06M
HighTower Advisors
128
HighTower Advisors
Illinois
$3.03M +$191K +6,595 +6%
DZ Bank
129
DZ Bank
Germany
$3.01M +$2.55M +87,887 +377%
Prudential Financial
130
Prudential Financial
New Jersey
$2.95M -$1.65M -56,968 -34%
Neuberger Berman Group
131
Neuberger Berman Group
New York
$2.85M -$419K -14,454 -12%
Nisa Investment Advisors
132
Nisa Investment Advisors
Missouri
$2.84M +$551K +19,004 +22%
PL
133
Parthenon LLC
Kentucky
$2.84M +$29K +1,000 +1%
PJWM
134
Philip James Wealth Mangement
Georgia
$2.82M +$276K +9,535 +10%
Commonwealth Equity Services
135
Commonwealth Equity Services
Massachusetts
$2.69M -$176K -6,080 -6%
UIM
136
USS Investment Management
United Kingdom
$2.65M
BHCM
137
Brevan Howard Capital Management
Jersey
$2.62M -$2.47M -85,196 -47%
SC
138
SummitTX Capital
Texas
$2.53M -$713K -24,614 -21%
IMPI
139
Ilmarinen Mutual Pension Insurance
Finland
$2.48M
Creative Planning
140
Creative Planning
Kansas
$2.44M +$748K +25,822 +40%
Chevy Chase Trust
141
Chevy Chase Trust
Maryland
$2.43M -$183K -6,328 -7%
Mitsubishi UFJ Trust & Banking
142
Mitsubishi UFJ Trust & Banking
Japan
$2.36M -$2.23K -77 -0.1%
Asset Management One
143
Asset Management One
Japan
$2.27M +$14.1K +487 +0.6%
Pictet Asset Management
144
Pictet Asset Management
Switzerland
$2.26M -$268K -9,234 -10%
Korea Investment Corp
145
Korea Investment Corp
South Korea
$2.26M -$14.5K -500 -0.6%
MNA
146
Manning & Napier Advisors
New York
$2.19M -$1.67M -57,578 -42%
SG Americas Securities
147
SG Americas Securities
New York
$2.06M +$1.91M +65,835 +641%
AIP
148
Ameritas Investment Partners
Nebraska
$2.06M +$1.82M +62,716 +475%
Royal London Asset Management
149
Royal London Asset Management
United Kingdom
$2.05M +$3.77K +130 +0.2%
New York State Common Retirement Fund
150
New York State Common Retirement Fund
New York
$2.04M -$1.44M -49,823 -40%

BF.B Hedge Fund Activity: Q3 2025 in Review

626 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q3 2025, worth a combined $6.06B — up 14% from $5.31B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of BF.B and 82 opened new positions — a net loss of 6 holders — while 237 trimmed existing stakes and 213 added.

The largest buyer was Fidelity Investments, adding an estimated $362M. The largest seller was Citadel Advisors, cutting an estimated $53.1M.

  • 626 institutional investors held Brown-Forman Class B (BF.B) as of Q3 2025, down from 639 in Q2 2025.
  • Funds reported $6.06B of Brown-Forman Class B stock for Q3 2025, up 14% quarter-over-quarter.
  • 82 funds opened new Brown-Forman Class B positions in Q3 2025 and 88 closed out, a net change of -6 holders.
  • The largest Brown-Forman Class B buyer in Q3 2025 was Fidelity Investments, an estimated $362M added.
  • The largest Brown-Forman Class B seller in Q3 2025 was Citadel Advisors, an estimated $53.1M sold.

Based on aggregated 13F filings for Q3 2025.