BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

624 hedge funds and large institutions have $5.29B invested in Brown-Forman Class B in 2025 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 238 increasing their positions, 209 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
-5
Holders Change %
-0.79%
% of All Funds
8.37%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
95
Increased
238
Reduced
209
Closed
91
Calls
$29.9M
Puts
$56.8M
Net Calls
-$26.8M
Net Calls Change
-$31.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$276M
2
EIC
Equity Investment Corp
Georgia
$90.1M
3
Citadel Advisors
Citadel Advisors
Florida
$95.4M
4
BCIM
Black Creek Investment Management
Ontario, Canada
$99.6M
5
Invesco
Invesco
Georgia
$189M

Top Sellers

1
Fundsmith LLP
Fundsmith LLP
United Kingdom
$0
2
VanEck Associates
VanEck Associates
New York
$28.4M
3
FIS
Fundsmith Investment Services
Mauritius
$0
4
CIP
Champlain Investment Partners
Vermont
$0
5
Wellington Management Group
Wellington Management Group
Massachusetts
$70.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$842M +$16M +592,791 +2%
BlackRock
2
BlackRock
New York
$396M -$21.2M -787,006 -5%
State Street
3
State Street
Massachusetts
$325M -$13.2M -488,035 -4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$276M +$246M +9,136,611 +824%
Invesco
5
Invesco
Georgia
$189M +$33.7M +1,252,249 +22%
Bank of America
6
Bank of America
North Carolina
$175M +$19.5M +724,388 +13%
Morgan Stanley
7
Morgan Stanley
New York
$160M +$15.5M +575,030 +11%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$147M +$5.48M +204,241 +4%
ProShare Advisors
9
ProShare Advisors
Maryland
$124M -$11.3M -418,231 -8%
Charles Schwab
10
Charles Schwab
California
$111M +$2.69M +100,070 +2%
BCIM
11
Black Creek Investment Management
Ontario, Canada
$99.6M +$64.7M +2,405,758 +186%
Citadel Advisors
12
Citadel Advisors
Florida
$95.4M +$78.7M +2,922,756 +468%
EIC
13
Equity Investment Corp
Georgia
$90.1M +$90.1M +3,348,086 New
Wells Fargo
14
Wells Fargo
California
$78.1M -$2.76M -102,417 -3%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$70.1M -$69.3M -2,575,819 -50%
UBS AM
16
UBS AM
Illinois
$66M +$15.1M +559,615 +30%
Goldman Sachs
17
Goldman Sachs
New York
$61.9M -$40.6M -1,507,957 -40%
Norges Bank
18
Norges Bank
Norway
$56.8M +$56.8M +2,112,220 New
Northern Trust
19
Northern Trust
Illinois
$56.1M -$1.26M -46,681 -2%
First Trust Advisors
20
First Trust Advisors
Illinois
$55M +$12.4M +461,868 +29%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$52.1M -$12.2M -452,494 -19%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$50.8M +$19.8M +737,554 +64%
UBS Group
23
UBS Group
Switzerland
$46.3M -$36.5M -1,354,730 -44%
LT
24
Lindsell Train
United Kingdom
$44.4M +$2M +74,338 +5%
ATO
25
Alecta Tjanstepension Omsesidigt
Sweden
$43M – – –
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