Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BROWN FORMAN CORP (BF/B)

597 + Investors. Track Smart Money conviction in BF/B. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
1Q ▲
Buyers last Q
49%

Smart Money Signals — BF/B

Based on 586 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BF/B than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
586 hedge funds hold BF/B right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding BF/B is almost the same as a year ago (+4 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 49% buying

295 buying305 selling
Last quarter: 305 funds reduced or exited vs 295 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter
Funds opening a new BF/B position: 88 → 87 → 80 → 94. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 18% medium ■ 17% new
386 out of 586 hedge funds have held BF/B for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~94 new funds/quarter

105 → 88 → 87 → 80 → 94 new funds/Q
New funds entering each quarter: 88 → 87 → 80 → 94. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 10% 1-2yr ■ 21% new
Of 597 current holders: 412 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
43 of 586 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in BF/B. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: BF/B

How many hedge funds hold BF/B — quarterly history vs. share price
Quarterly hedge fund ownership of BF/B vs. share price

Market Analysis: BF/B

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BF/B

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

82 top-rated funds 2 high-conviction
Consensus
8.3
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: BF/B
2026 Q1 Stats Unlock in 12 days 597 + Investors

Track Smart Money conviction in BF/B. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 597 586 1.88%
13F Shares 219M 213M 2.48%
Total Value $5.67B $5.98B -5.21%
New Positions 94 80 +14
Increased Positions 219 206 +13
Closed Positions 83 91 -8
Reduced Positions 240 248 -8
Total Calls 7 11 -36.36%
Total Puts 6 10 -40.0%
PUT/CALL Ratio 0.86 0.91 Neutral

Statistics: BF/B

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
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Institutional Holders (2026 Q1)

597 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BF/B. Verified SEC 13F-HR filings.

Top 25 institutional holders of BF/B — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 AMIRAL GESTION 8.20% 558,244 $14.8M
2 Pacific Capital Partners Ltd 2.88% 110,464 $2.9M
3 BANYAN CAPITAL MANAGEMENT, INC. 2.24% 196,284 $5.2M
4 GRACE & WHITE INC /NY 2.06% 442,148 $11.7M
5 Lindsell Train Ltd 1.33% 1,576,049 $41.7M
6 EQUITY INVESTMENT CORP 1.26% 2,423,972 $64.1M
7 ARGA Investment Management, LP 1.21% 1,395,997 $36.9M
8 OLD REPUBLIC INTERNATIONAL CORP 1.16% 1,103,400 $29K
9 Medallion Wealth Advisors, LLC 1.10% 71,416 $2.4M
10 J. Safra Sarasin Holding AG 0.72% 1,588,648 $42.0M
11 Vest Financial, LLC 0.59% 1,848,778 $48.9M
12 Philip James Wealth Mangement, LLC 0.54% 176,509 $4.7M
13 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.51% 1,237,621 $32.7M
14 LECAP ASSET MANAGEMENT LTD 0.50% 50,697 $1.3M
15 Cannon Global Investment Management, LLC 0.45% 8,800 $233K
16 Lafayette Investments, Inc. 0.33% 61,187 $1.6M
17 PARTHENON LLC 0.32% 105,035 $2.8M
18 HENDLEY & CO INC 0.31% 32,060 —
19 Kiker Wealth Management, LLC 0.31% 24,383 $645K
20 Basepoint Wealth LLC 0.31% 20,227 $535K
21 Sippican Capital Advisors 0.30% 16,745 $443K
22 Fruth Investment Management 0.29% 43,284 $1K
23 Chico Wealth RIA 0.28% 17,556 $464K
24 TCV Trust & Wealth Management, Inc. 0.28% 124,520 $3.3M
25 Town & Country Bank & Trust CO dba First Bankers Trust CO 0.24% 26,488 $700K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — BROWN FORMAN CORP (BF/B)

What does the Smart Money Trend signal show for BF/B?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added BF/B than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BF/B?

More sellers than buyers — 49% buying: Last quarter: 305 funds reduced or exited vs 295 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for BF/B holders?

Elite ownership — 61% AUM from top-100 funds: 43 of 586 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in BF/B. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BF/B?

66% of holders stayed for 2+ years: 386 out of 586 hedge funds have held BF/B for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.