BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

629 hedge funds and large institutions have $6.63B invested in Brown-Forman Class B in 2025 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 259 increasing their positions, 196 reducing their positions, and 82 closing their positions.

Holders
629
Holders Change
+4
Holders Change %
+0.64%
% of All Funds
8.55%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
93
Increased
259
Reduced
196
Closed
82
Calls
$46.7M
Puts
$42.1M
Net Calls
+$4.59M
Net Calls Change
-$11M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$196M
2
Morgan Stanley
2
Morgan Stanley
New York
$183M
3
UBS Group
3
UBS Group
Switzerland
$104M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$176M
5
Goldman Sachs
5
Goldman Sachs
New York
$129M

Top Sellers

1
CW
1
Curio Wealth
Maryland
$277K
2
Lazard Asset Management
2
Lazard Asset Management
New York
$10.4M
3
Norges Bank
3
Norges Bank
Norway
$0
4
Man Group
4
Man Group
United Kingdom
$1.63M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.04B 30,678,973 +1,061,479 +4%
BlackRock
2
BlackRock
New York
$526M 15,504,610 +840,801 +6%
State Street
3
State Street
Massachusetts
$426M 12,466,704 +43,348 +0.3%
Fundsmith LLP
4
Fundsmith LLP
United Kingdom
$327M 9,637,881 – –
VanEck Associates
5
VanEck Associates
New York
$209M 6,144,177 +686,676 +13%
Invesco
6
Invesco
Georgia
$196M 5,788,476 +1,052,679 +22%
Bank of America
7
Bank of America
North Carolina
$196M 5,775,702 +2,990,616 +107%
Morgan Stanley
8
Morgan Stanley
New York
$183M 5,381,350 +2,133,397 +66%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$178M 5,267,131 +972,610 +23%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$176M 5,181,106 +1,801,697 +53%
ProShare Advisors
11
ProShare Advisors
Maryland
$171M 5,028,121 +1,173,576 +30%
Charles Schwab
12
Charles Schwab
California
$136M 4,007,984 +152,095 +4%
Goldman Sachs
13
Goldman Sachs
New York
$129M 3,807,263 +1,328,878 +54%
UBS Group
14
UBS Group
Switzerland
$104M 3,076,690 +1,806,082 +142%
Wells Fargo
15
Wells Fargo
California
$102M 3,004,420 +144,269 +5%
FIS
16
Fundsmith Investment Services
Mauritius
$96.9M 2,855,440 – –
CIP
17
Champlain Investment Partners
Vermont
$89.4M 2,633,390 -688,167 -21%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$81.1M 2,389,754 -84,244 -3%
Northern Trust
19
Northern Trust
Illinois
$72.3M 2,130,586 +77,711 +4%
UBS AM
20
UBS AM
Illinois
$64.2M 1,891,707 +308,354 +19%
MAM
21
Madison Asset Management
Wisconsin
$64M 1,886,816 +275,585 +17%
VF
22
Vest Financial
Virginia
$54.9M 1,616,243 +457,598 +39%
ATO
23
Alecta Tjanstepension Omsesidigt
Sweden
$54.3M 1,600,000 – –
First Trust Advisors
24
First Trust Advisors
Illinois
$53.6M 1,580,654 +342,036 +28%
LT
25
Lindsell Train
United Kingdom
$53.5M 1,575,426 -59,100 -4%
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