SAM icon

Boston Beer

365 hedge funds and large institutions have $1.79B invested in Boston Beer in 2026 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 128 increasing their positions, 89 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

4.44% more ownership

Funds ownership: 88.25%92.7% (+4.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

31% less call options, than puts

Call options by funds: $13.9M | Put options by funds: $20.2M

Holders
365
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13.9M
Puts
$20.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ZBNA
301
Zions Bancorporation, National Association
Utah
$14.5K
N
302
Natixis
France
$14.5K
SIC
303
Salem Investment Counselors
North Carolina
$13.8K
KA
304
Kozak & Associates
Colorado
$11.7K
DI
305
DAGCO Inc
Ohio
$11.5K
WBC
306
West Branch Capital
Massachusetts
$11.5K
HNB
307
Hilltop National Bank
Wyoming
$11.5K
HWP
308
Highline Wealth Partners
California
$9.22K
KFAS
309
Keating Financial Advisory Services
Kansas
$8.53K
IA
310
IFP Advisors
Florida
$8.29K
PAI
311
Pittenger & Anderson Inc
Nebraska
$7.6K
HAP
312
Harbor Asset Planning
Massachusetts
$7.6K
PWMG
313
Private Wealth Management Group
New Jersey
$7.14K
W
314
WealthCollab
Washington
$6.91K
NRG
315
Nemes Rush Group
Michigan
$5.76K
TPCW
316
TD Private Client Wealth
New York
$5.53K
TPWA
317
Twin Peaks Wealth Advisors
California
$5.53K
VWA
318
Valued Wealth Advisors
Utah
$5.07K
AWM
319
Ameliora Wealth Management
Switzerland
$4.61K
CMA
320
Cedar Mountain Advisors
Oregon
$4.61K
HI
321
Harbour Investments
Wisconsin
$3.92K
Mitsubishi UFJ Asset Management
322
Mitsubishi UFJ Asset Management
Japan
$3.46K
RIAS
323
Rachor Investment Advisory Services
Michigan
$3.46K
FGA
324
Fortis Group Advisors
New Jersey
$3.46K
DJSG
325
D.J. St. Germain
Massachusetts
$3.23K