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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
Chevy Chase Trust
151
Chevy Chase Trust
Maryland
$2.59M
PJWM
152
Philip James Wealth Mangement
Georgia
$2.55M
Pictet Asset Management
153
Pictet Asset Management
Switzerland
$2.5M
IMPI
154
Ilmarinen Mutual Pension Insurance
Finland
$2.47M
ET
155
Entropy Technologies
New York
$2.42M
Mitsubishi UFJ Trust & Banking
156
Mitsubishi UFJ Trust & Banking
Japan
$2.35M
CA
157
Callahan Advisors
Texas
$2.33M
Nisa Investment Advisors
158
Nisa Investment Advisors
Missouri
$2.31M
CM
159
CastleKnight Management
New York
$2.26M
Korea Investment Corp
160
Korea Investment Corp
South Korea
$2.26M
Asset Management One
161
Asset Management One
Japan
$2.24M
GAM
162
Gotham Asset Management
New York
$2.23M
SEI Investments
163
SEI Investments
Pennsylvania
$2.21M
EF
164
Empowered Funds
Pennsylvania
$2.2M
TD Asset Management
165
TD Asset Management
Ontario, Canada
$2.16M
OC
166
Oppenheimer & Co
New York
$2.13M
AIM
167
Aigen Investment Management
New York
$2.04M
BST
168
Bath Savings Trust
Maine
$2.04M
Royal London Asset Management
169
Royal London Asset Management
United Kingdom
$2.04M
HC
170
Hendley & Co
Ohio
$2.02M
QT
171
Quantbot Technologies
New York
$2.01M
SYBT
172
Stock Yards Bank & Trust
Kentucky
$1.98M
Treasurer of the State of North Carolina
173
Treasurer of the State of North Carolina
North Carolina
$1.86M
MSV
174
MN Services Vermogensbeheer
Netherlands
$1.83M
CFGW
175
Chancellor Financial Group WB
Pennsylvania
$1.82M