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Brown-Forman Class B

578 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, 180 increasing their positions, 239 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $29.4M | Put options by funds: $20.3M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

4.97% less ownership

Funds ownership: 74.67%69.71% (-5%)

9% less funds holding

Funds holding: 638578 (-60)

17% less capital invested

Capital invested by funds: $6.43B → $5.35B (-$1.08B)

25% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 239

38% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 120

Holders
578
Holders Change
-60
Holders Change %
-9.4%
% of All Funds
7.11%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
74
Increased
180
Reduced
239
Closed
120
Calls
$29.4M
Puts
$20.3M
Net Calls
+$9.09M
Net Calls Change
+$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1
Vanguard Capital Management
Pennsylvania
$388M +$394M +14,672,328 New
VPM
2
Vanguard Portfolio Management
Pennsylvania
$352M +$358M +13,325,235 New
Fidelity Investments
3
Fidelity Investments
Massachusetts
$338M -$346M -12,873,729 -50%
VanEck Associates
4
VanEck Associates
New York
$327M +$17.8M +664,235 +6%
BlackRock
5
BlackRock
New York
$319M -$65.7M -2,445,344 -17%
State Street
6
State Street
Massachusetts
$267M -$34.3M -1,277,471 -11%
Invesco
7
Invesco
Georgia
$237M +$65.1M +2,423,167 +37%
Goldman Sachs
8
Goldman Sachs
New York
$169M +$37.2M +1,385,665 +28%
ProShare Advisors
9
ProShare Advisors
Maryland
$158M +$8.3M +309,112 +5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$144M +$1.72M +64,156 +1%
BCIM
11
Black Creek Investment Management
Ontario, Canada
$139M +$4.57M +170,154 +3%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$125M +$71.2M +2,651,792 +128%
Morgan Stanley
13
Morgan Stanley
New York
$105M -$38.4M -1,429,439 -26%
Bank of America
14
Bank of America
North Carolina
$98.7M +$22.9M +853,242 +30%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$92.3M +$30.9M +1,152,007 +49%
UBS Group
16
UBS Group
Switzerland
$80.3M -$38.4M -1,431,411 -32%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$77.5M -$982K -36,548 -1%
RL
18
Ruffer LLP
United Kingdom
$72.4M +$73.4M +2,731,876 New
Citadel Advisors
19
Citadel Advisors
Florida
$68.2M +$59.8M +2,226,861 +631%
EIC
20
Equity Investment Corp
Georgia
$64.1M -$9.68M -360,424 -13%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$61.8M -$5.18M -192,926 -8%
Charles Schwab
22
Charles Schwab
California
$55.7M -$79.3M -2,953,253 -58%
VF
23
Vest Financial
Virginia
$48.9M +$2.49M +92,737 +5%
Point72 Asset Management
24
Point72 Asset Management
Connecticut
$48.9M +$40.6M +1,513,398 +452%
Caisse de Depot et Placement du Quebec (CDPQ)
25
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$48.1M +$48.8M +1,818,793 New

BF.B Hedge Fund Activity: Q1 2026 in Review

578 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q1 2026, worth a combined $5.35B — down 17% from $6.43B a quarter earlier.

Sellers outnumbered buyers: 120 funds closed out of BF.B and 74 opened new positions — a net loss of 46 holders — while 239 trimmed existing stakes and 180 added.

The largest buyer was Ruffer LLP, opening a new position worth an estimated $73.4M. The largest seller was Fidelity Investments, cutting an estimated $346M.

  • 578 institutional investors held Brown-Forman Class B (BF.B) as of Q1 2026, down from 638 in Q4 2025.
  • Funds reported $5.35B of Brown-Forman Class B stock for Q1 2026, down 17% quarter-over-quarter.
  • 74 funds opened new Brown-Forman Class B positions in Q1 2026 and 120 closed out, a net change of -46 holders.
  • The largest Brown-Forman Class B buyer in Q1 2026 was Ruffer LLP, an estimated $73.4M added.
  • The largest Brown-Forman Class B seller in Q1 2026 was Fidelity Investments, an estimated $346M sold.

Based on aggregated 13F filings for Q1 2026.