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Brown-Forman Class B

638 hedge funds and large institutions have $6.43B invested in Brown-Forman Class B in 2025 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 203 increasing their positions, 249 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

28% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 74

6% more capital invested

Capital invested by funds: $6.06B → $6.43B (+$378M)

3.68% more ownership

Funds ownership: 70.99%74.67% (+3.7%)

2% more funds holding

Funds holding: 626638 (+12)

18% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 249

19% less call options, than puts

Call options by funds: $29.7M | Put options by funds: $36.5M

Holders
638
Holders Change
+12
Holders Change %
+1.92%
% of All Funds
7.76%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
95
Increased
203
Reduced
249
Closed
74
Calls
$29.7M
Puts
$36.5M
Net Calls
-$6.85M
Net Calls Change
-$12M
Name Holding Trade Value Shares
Change
Change in
Stake
JSW
176
Journey Strategic Wealth
New Jersey
$1.59M +$14.2K +503 +0.8%
JFG
177
Jefferies Financial Group
New York
$1.58M +$1.06M +37,829 +167%
Toronto Dominion Bank
178
Toronto Dominion Bank
Ontario, Canada
$1.57M -$155K -5,499 -8%
BAM
179
Berkshire Asset Management
Pennsylvania
$1.54M +$1.67M +59,199 New
AMI
180
Amica Mutual Insurance
Rhode Island
$1.52M
LF
181
Lansforsakringar Fondforvaltning
Sweden
$1.47M
Susquehanna International Group
182
Susquehanna International Group
Pennsylvania
$1.44M -$1.66M -59,013 -52%
TD Asset Management
183
TD Asset Management
Ontario, Canada
$1.44M +$37.4K +1,328 +2%
National Bank of Canada
184
National Bank of Canada
Quebec, Canada
$1.42M +$812K +28,842 +112%
SSA
185
Schonfeld Strategic Advisors
New York
$1.42M -$3.09M -109,787 -67%
RG
186
Rathbones Group
United Kingdom
$1.37M -$8.44K -300 -0.6%
STA
187
Summit Trail Advisors
New York
$1.37M +$330K +11,730 +29%
UM
188
UniSuper Management
Australia
$1.35M -$293K -10,403 -17%
HIC
189
Harvey Investment Company
Kentucky
$1.33M -$56.3K -2,000 -4%
PCP
190
Pacific Capital Partners
$1.32M
RIA
191
Regal Investment Advisors
Michigan
$1.31M +$119K +4,219 +9%
CIBC Asset Management
192
CIBC Asset Management
Ontario, Canada
$1.31M +$416K +14,797 +42%
ASRS
193
Arizona State Retirement System
Arizona
$1.3M -$109K -3,883 -7%
DB
194
Danske Bank
Denmark
$1.3M -$81.6K -2,900 -5%
Osaic Holdings
195
Osaic Holdings
Arizona
$1.29M -$369K -13,121 -21%
SOMRS
196
State of Michigan Retirement System
Michigan
$1.23M -$47.8K -1,700 -3%
Ohio Public Employees Retirement System (OPERS)
197
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.22M -$44.3K -1,575 -3%
CNB
198
Czech National Bank
Czech Republic
$1.21M +$48.1K +1,710 +4%
EI
199
Ethic Inc
New York
$1.2M +$148K +5,250 +13%
N
200
Natixis
France
$1.17M +$101K +3,594 +9%

BF.B Hedge Fund Activity: Q4 2025 in Review

638 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q4 2025, worth a combined $6.43B — up 6.2% from $6.06B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new BF.B positions and 74 closed out — a net gain of 21 holders — while 203 added to existing stakes and 249 trimmed.

The largest buyer was VanEck Associates, adding an estimated $157M. The largest seller was Bank of America, cutting an estimated $99.1M.

  • 638 institutional investors held Brown-Forman Class B (BF.B) as of Q4 2025, up from 626 in Q3 2025.
  • Funds reported $6.43B of Brown-Forman Class B stock for Q4 2025, up 6.2% quarter-over-quarter.
  • 95 funds opened new Brown-Forman Class B positions in Q4 2025 and 74 closed out, a net change of +21 holders.
  • The largest Brown-Forman Class B buyer in Q4 2025 was VanEck Associates, an estimated $157M added.
  • The largest Brown-Forman Class B seller in Q4 2025 was Bank of America, an estimated $99.1M sold.

Based on aggregated 13F filings for Q4 2025.