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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
QT
201
Quantbot Technologies
New York
$989K
Commonwealth Equity Services
202
Commonwealth Equity Services
Massachusetts
$989K
BIAS
203
Beacon Investment Advisory Services
New Jersey
$986K
Wealth Enhancement Advisory Services
204
Wealth Enhancement Advisory Services
Minnesota
$962K
Retirement Systems of Alabama
205
Retirement Systems of Alabama
Alabama
$959K
MFGM
206
Marshall Financial Group (Maryland)
Maryland
$959K
SC
207
Schulhoff & Co
Ohio
$935K
Mirae Asset Global ETFs Holdings
208
Mirae Asset Global ETFs Holdings
Hong Kong
$925K
TI
209
Tidal Investments
Wisconsin
$898K
PWA
210
Pitcairn Wealth Advisors
Pennsylvania
$892K
SA
211
Sanctuary Advisors
Indiana
$875K
Verition Fund Management
212
Verition Fund Management
Connecticut
$863K
Simplex Trading
213
Simplex Trading
Illinois
$859K
MCM
214
Marathon Capital Management
Maryland
$857K
HC
215
Hendley & Co
Ohio
$848K
VOYA Investment Management
216
VOYA Investment Management
Georgia
$839K
T
217
TOBAM
France
$834K
Assenagon Asset Management
218
Assenagon Asset Management
Luxembourg
$833K
EWA
219
EP Wealth Advisors
California
$830K
FDCDDQ
220
Federation des caisses Desjardins du Quebec
Quebec, Canada
$822K
IIA
221
ICW Investment Advisors
Arizona
$821K
WJWM
222
Williams Jones Wealth Management
New York
$820K
OCBCO
223
Oversea-Chinese Banking Corp (OCBC)
Singapore
$819K
NHC
224
Nicholas Hoffman & Company
Georgia
$801K
AB
225
Amalgamated Bank
New York
$796K