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Boston Beer

345 hedge funds and large institutions have $1.48B invested in Boston Beer in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 119 increasing their positions, 100 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $59.5M | Put options by funds: $35.1M

56% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 43

19% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 100

6% more funds holding

Funds holding: 326345 (+19)

2.46% more ownership

Funds ownership: 82.44%84.9% (+2.5%)

15% less capital invested

Capital invested by funds: $1.75B → $1.48B (-$268M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
345
Holders Change
+19
Holders Change %
+5.83%
% of All Funds
4.54%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
67
Increased
119
Reduced
100
Closed
43
Calls
$59.5M
Puts
$35.1M
Net Calls
+$24.4M
Net Calls Change
+$8.93M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
276
Hantz Financial Services
Michigan
$15K +$18K +78 +7,800%
HIA
277
Harbor Investment Advisory
Maryland
$13.4K
MPWT
278
MassMutual Private Wealth & Trust
Connecticut
$12.8K -$2.99K -13 -16%
AUB
279
Atlantic Union Bankshares
Virginia
$12K +$14.5K +63 New
Mirae Asset Global Investments
280
Mirae Asset Global Investments
South Korea
$12K +$14.5K +63 New
LWCFA
281
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12K
SIC
282
Salem Investment Counselors
North Carolina
$11.4K
MWA
283
Medallion Wealth Advisors
Connecticut
$11.4K -$1.15K -5 -8%
BNP Paribas Asset Management
284
BNP Paribas Asset Management
France
$11K +$13.8K +60 New
Fifth Third Bancorp
285
Fifth Third Bancorp
Ohio
$10.5K -$5.52K -24 -30%
CB
286
CNB Bank
Pennsylvania
$9.92K -$2.53K -11 -17%
DI
287
DAGCO Inc
Ohio
$9.54K
WBC
288
West Branch Capital
Massachusetts
$9.54K
HNB
289
Hilltop National Bank
Wyoming
$9.54K +$11.5K +50 New
KA
290
Kozak & Associates
Colorado
$9.31K
CT
291
Clearstead Trust
Maine
$8.78K +$8.98K +39 +557%
HCM
292
Hollencrest Capital Management
California
$8.21K
FFO
293
Fortitude Family Office
Arizona
$8.01K +$9.67K +42 New
ITIM
294
Indiana Trust & Investment Management
Indiana
$6.3K
HAP
295
Harbor Asset Planning
Massachusetts
$6.3K +$7.6K +33 New
TWD
296
True Wealth Design
Ohio
$6.11K +$5.75K +25 +357%
PWMG
297
Private Wealth Management Group
New Jersey
$5.92K +$6.67K +29 +1,450%
TPCW
298
TD Private Client Wealth
New York
$5.92K +$2.07K +9 +41%
NRG
299
Nemes Rush Group
Michigan
$4.77K
CIA
300
Cape Investment Advisory
Georgia
$4.2K

SAM Hedge Fund Activity: Q2 2025 in Review

345 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Boston Beer (SAM) for Q2 2025, worth a combined $1.48B — down 15% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new SAM positions and 43 closed out — a net gain of 24 holders — while 119 added to existing stakes and 100 trimmed.

The largest buyer was Toronto Dominion Bank, opening a new position worth an estimated $35.4M. The largest seller was Nuveen, cutting an estimated $67.7M.

  • 345 institutional investors held Boston Beer (SAM) as of Q2 2025, up from 326 in Q1 2025.
  • Funds reported $1.48B of Boston Beer stock for Q2 2025, down 15% quarter-over-quarter.
  • 67 funds opened new Boston Beer positions in Q2 2025 and 43 closed out, a net change of +24 holders.
  • The largest Boston Beer buyer in Q2 2025 was Toronto Dominion Bank, an estimated $35.4M added.
  • The largest Boston Beer seller in Q2 2025 was Nuveen, an estimated $67.7M sold.

Based on aggregated 13F filings for Q2 2025.