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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
RG
151
Rathbones Group
United Kingdom
$1.84M
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$1.82M
CFGW
153
Chancellor Financial Group WB
Pennsylvania
$1.79M
Bessemer Group
154
Bessemer Group
New Jersey
$1.75M
SYBT
155
Stock Yards Bank & Trust
Kentucky
$1.72M
OC
156
Oppenheimer & Co
New York
$1.69M
EMPI
157
Elo Mutual Pension Insurance
Finland
$1.65M
JSW
158
Journey Strategic Wealth
New Jersey
$1.64M
LI
159
Lafayette Investments
Maryland
$1.62M
MWA
160
Medallion Wealth Advisors
Connecticut
$1.6M
CIBC World Market
161
CIBC World Market
Ontario, Canada
$1.59M
BAM
162
Berkshire Asset Management
Pennsylvania
$1.56M
AMI
163
Amica Mutual Insurance
Rhode Island
$1.54M
STA
164
Summit Trail Advisors
New York
$1.54M
DekaBank Deutsche Girozentrale
165
DekaBank Deutsche Girozentrale
Germany
$1.52M
VIA
166
Vanguard Investments Australia
Australia
$1.52M
Franklin Resources
167
Franklin Resources
California
$1.49M
Canada Life
168
Canada Life
Manitoba, Canada
$1.47M
US Bancorp
169
US Bancorp
Minnesota
$1.44M
UM
170
UniSuper Management
Australia
$1.44M
Pathstone Holdings
171
Pathstone Holdings
New Jersey
$1.39M
Mercer Global Advisors
172
Mercer Global Advisors
Colorado
$1.37M
HIC
173
Harvey Investment Company
Kentucky
$1.35M
LAM
174
LECAP Asset Management
United Kingdom
$1.34M
Canada Pension Plan Investment Board
175
Canada Pension Plan Investment Board
Ontario, Canada
$1.3M