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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
Cetera Investment Advisers
201
Cetera Investment Advisers
Illinois
$1.35M
LAM
202
LECAP Asset Management
United Kingdom
$1.35M
Pathstone Holdings
203
Pathstone Holdings
New Jersey
$1.34M
Twin Tree Management
204
Twin Tree Management
Texas
$1.33M
NG
205
Northstar Group
New York
$1.29M
Ohio Public Employees Retirement System (OPERS)
206
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.29M
CIBC World Market
207
CIBC World Market
Ontario, Canada
$1.29M
BIAS
208
Beacon Investment Advisory Services
New Jersey
$1.28M
RIA
209
Regal Investment Advisors
Michigan
$1.27M
AAS
210
Avantax Advisory Services
Texas
$1.26M
VOYA Investment Management
211
VOYA Investment Management
Georgia
$1.25M
MML Investors Services
212
MML Investors Services
Massachusetts
$1.25M
FAF
213
Fjarde Ap-fonden
Sweden
$1.25M
N
214
Numerai
California
$1.24M
FIM
215
Fruth Investment Management
Texas
$1.24M
MIM
216
MetLife Investment Management
New Jersey
$1.23M
Comerica Bank
217
Comerica Bank
Texas
$1.23M
EWA
218
EP Wealth Advisors
California
$1.22M
PPWP
219
Premier Path Wealth Partners
New Jersey
$1.21M
VPIM
220
Vanguard Personalized Indexing Management
California
$1.2M
II
221
IFM Investors
Australia
$1.2M
CNB
222
Czech National Bank
Czech Republic
$1.2M
PAS
223
Point72 Asia (Singapore)
Singapore
$1.15M
AV
224
ASR Vermogensbeheer
Netherlands
$1.15M
DnB Asset Management
225
DnB Asset Management
Norway
$1.13M