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Brown-Forman Class B

640 hedge funds and large institutions have $5.31B invested in Brown-Forman Class B in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 242 increasing their positions, 212 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 212

4% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 92

0% less funds holding

Funds holding: 643640 (-3)

0.49% less ownership

Funds ownership: 65.35%64.86% (-0.49%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

21% less capital invested

Capital invested by funds: $6.73B → $5.31B (-$1.43B)

47% less call options, than puts

Call options by funds: $29.9M | Put options by funds: $56.8M

Holders
640
Holders Change
-3
Holders Change %
-0.47%
% of All Funds
8.43%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
96
Increased
242
Reduced
212
Closed
92
Calls
$29.9M
Puts
$56.8M
Net Calls
-$26.8M
Net Calls Change
-$31.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$842M +$19M +592,791 +2%
BlackRock
2
BlackRock
New York
$396M -$25.3M -787,006 -5%
State Street
3
State Street
Massachusetts
$325M -$15.7M -488,035 -4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$276M +$293M +9,136,611 +824%
Invesco
5
Invesco
Georgia
$189M +$40.2M +1,252,249 +22%
Bank of America
6
Bank of America
North Carolina
$175M +$23.3M +724,388 +13%
Morgan Stanley
7
Morgan Stanley
New York
$160M +$18.5M +575,030 +11%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$147M +$6.56M +204,241 +4%
ProShare Advisors
9
ProShare Advisors
Maryland
$124M -$13.4M -418,231 -8%
Charles Schwab
10
Charles Schwab
California
$111M +$3.21M +100,070 +2%
BCIM
11
Black Creek Investment Management
Ontario, Canada
$99.6M +$77.2M +2,405,758 +186%
Citadel Advisors
12
Citadel Advisors
Florida
$95.4M +$93.8M +2,922,756 +468%
EIC
13
Equity Investment Corp
Georgia
$90.1M +$107M +3,348,086 New
Wells Fargo
14
Wells Fargo
California
$78.1M -$3.29M -102,417 -3%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$70.1M -$82.7M -2,575,819 -50%
UBS AM
16
UBS AM
Illinois
$66M +$18M +559,615 +30%
Goldman Sachs
17
Goldman Sachs
New York
$61.9M -$48.4M -1,507,957 -40%
Norges Bank
18
Norges Bank
Norway
$56.8M -$8.03M -250,153 -11%
Northern Trust
19
Northern Trust
Illinois
$56.1M -$1.5M -46,681 -2%
First Trust Advisors
20
First Trust Advisors
Illinois
$55M +$14.8M +461,868 +29%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$52.1M -$14.5M -452,494 -19%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$50.8M +$23.7M +737,554 +64%
UBS Group
23
UBS Group
Switzerland
$46.3M -$43.5M -1,354,730 -44%
LT
24
Lindsell Train
United Kingdom
$44.4M +$2.39M +74,338 +5%
ATO
25
Alecta Tjanstepension Omsesidigt
Sweden
$43M

BF.B Hedge Fund Activity: Q2 2025 in Review

640 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q2 2025, worth a combined $5.31B — down 21% from $6.73B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new BF.B positions and 92 closed out — a net gain of 4 holders — while 242 added to existing stakes and 212 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $293M. The largest seller was Fundsmith LLP, exiting entirely with an estimated $327M sold.

  • 640 institutional investors held Brown-Forman Class B (BF.B) as of Q2 2025, down from 643 in Q1 2025.
  • Funds reported $5.31B of Brown-Forman Class B stock for Q2 2025, down 21% quarter-over-quarter.
  • 96 funds opened new Brown-Forman Class B positions in Q2 2025 and 92 closed out, a net change of +4 holders.
  • The largest Brown-Forman Class B buyer in Q2 2025 was Fidelity Investments, an estimated $293M added.
  • The largest Brown-Forman Class B seller in Q2 2025 was Fundsmith LLP, an estimated $327M sold.

Based on aggregated 13F filings for Q2 2025.