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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
TD Asset Management
151
TD Asset Management
Ontario, Canada
$2.73M +$39.4K +1,170 +1%
GAM
152
Gotham Asset Management
New York
$2.72M +$749K +22,231 +38%
ECM
153
Element Capital Management
New York
$2.71M +$2.69M +79,850 New
WAC
154
William Allan Corp
Colorado
$2.62M -$42.2K -1,251 -2%
Korea Investment Corp
155
Korea Investment Corp
South Korea
$2.6M +$971K +28,800 +60%
SYBT
156
Stock Yards Bank & Trust
Kentucky
$2.6M -$519K -15,394 -17%
EI
157
Ethic Inc
New York
$2.57M +$448K +13,277 +21%
HC
158
Hendley & Co
Ohio
$2.56M -$65.7K -1,950 -3%
D.E. Shaw & Co
159
D.E. Shaw & Co
New York
$2.55M +$856K +25,382 +51%
Marshall Wace
160
Marshall Wace
United Kingdom
$2.55M +$1.12M +33,289 +80%
Creative Planning
161
Creative Planning
Kansas
$2.5M +$1.16M +34,361 +87%
Mariner
162
Mariner
Kansas
$2.48M +$436K +12,937 +22%
MWA
163
Medallion Wealth Advisors
Connecticut
$2.42M +$18.5K +550 +0.8%
EF
164
Empowered Funds
Pennsylvania
$2.41M +$213K +6,306 +10%
State of New Jersey Common Pension Fund D
165
State of New Jersey Common Pension Fund D
New Jersey
$2.35M
CFGW
166
Chancellor Financial Group WB
Pennsylvania
$2.34M +$112K +3,328 +5%
TA
167
Townsend & Associates
Colorado
$2.29M +$1.26M +37,453 +127%
Pathstone Holdings
168
Pathstone Holdings
New Jersey
$2.19M +$68.6K +2,034 +3%
Swedbank
169
Swedbank
Sweden
$2.18M
MNA
170
Manning & Napier Advisors
New York
$2.18M +$1.12M +33,252 +107%
Toronto Dominion Bank
171
Toronto Dominion Bank
Ontario, Canada
$2.17M -$1.13M -33,597 -34%
CWM
172
CIBC World Markets
New York
$2.15M -$273K -8,090 -11%
Russell Investments Group
173
Russell Investments Group
United Kingdom
$2.13M -$250K -7,407 -11%
US Bancorp
174
US Bancorp
Minnesota
$2.11M -$1.39M -41,199 -40%
BCM
175
Bayesian Capital Management
New York
$2.06M -$401K -11,900 -16%

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.