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Brown-Forman Class B

630 hedge funds and large institutions have $5.3B invested in Brown-Forman Class B in 2025 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 238 increasing their positions, 211 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

20% less capital invested

Capital invested by funds: $6.65B → $5.3B (-$1.35B)

47% less call options, than puts

Call options by funds: $29.9M | Put options by funds: $56.8M

Holders
630
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
$29.9M
Puts
$56.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EP
126
Edgestream Partners
New Jersey
$3.59M
Brown Advisory
127
Brown Advisory
Maryland
$3.5M
MWM
128
Moran Wealth Management
Florida
$3.5M
Aberdeen Group
129
Aberdeen Group
United Kingdom
$3.44M
Wealth Enhancement Advisory Services
130
Wealth Enhancement Advisory Services
Minnesota
$3.41M
New York State Common Retirement Fund
131
New York State Common Retirement Fund
New York
$3.36M
BDLIB
132
Banque de Luxembourg Investments (BLI)
Luxembourg
$3.36M
ACM
133
Aquatic Capital Management
Illinois
$3.35M
Neuberger Berman Group
134
Neuberger Berman Group
New York
$3.22M
Manulife (Manufacturers Life Insurance)
135
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.19M
SC
136
SummitTX Capital
Texas
$3.18M
Toronto Dominion Bank
137
Toronto Dominion Bank
Ontario, Canada
$3.14M
HCMT
138
Highland Capital Management (Tennessee)
Tennessee
$3.12M
JFG
139
Jefferies Financial Group
New York
$3.11M
ASN
140
Advisory Services Network
Georgia
$3.09M
AF
141
Ally Financial
Michigan
$3.04M
TTWM
142
TCV Trust & Wealth Management
Virginia
$3M
RAM
143
Resona Asset Management
Japan
$2.98M
National Bank of Canada
144
National Bank of Canada
Quebec, Canada
$2.94M
Russell Investments Group
145
Russell Investments Group
United Kingdom
$2.85M
Commonwealth Equity Services
146
Commonwealth Equity Services
Massachusetts
$2.84M
HighTower Advisors
147
HighTower Advisors
Illinois
$2.83M
PL
148
Parthenon LLC
Kentucky
$2.8M
WDA
149
Wendell David Associates
New Hampshire
$2.72M
UIM
150
USS Investment Management
United Kingdom
$2.63M