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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
HWM
301
Hemington Wealth Management
Virginia
$4K +$921 +4 +18%
EWP
302
Elevation Wealth Partners
California
$3.82K
GC
303
Garde Capital
Washington
$3.82K
AWM
304
Ameliora Wealth Management
Switzerland
$3.82K
CWM
305
CarsonAllaria Wealth Management
Illinois
$3.82K
GWSG
306
GPS Wealth Strategies Group
Colorado
$3.82K
AAG
307
Armstrong Advisory Group
Massachusetts
$3.63K -$9.21K -40 -68%
AAM
308
Advisors Asset Management
Colorado
$3.24K +$460 +2 +13%
PFBT
309
Parkside Financial Bank & Trust
Missouri
$2.86K +$460 +2 +15%
FHA
310
First Horizon Advisors
Tennessee
$2.86K -$45.8K -199 -93%
FGA
311
Fortis Group Advisors
New Jersey
$2.86K
Mitsubishi UFJ Asset Management
312
Mitsubishi UFJ Asset Management
Japan
$2.86K
DJSG
313
D.J. St. Germain
Massachusetts
$2.67K +$3.22K +14 New
TIM
314
Tortoise Investment Management
New York
$2.48K +$2.99K +13 New
WA
315
WPG Advisers
Maryland
$2.48K +$2.99K +13 New
EWA
316
EverSource Wealth Advisors
Alabama
$2.1K +$2.07K +9 +450%
RTL
317
Red Tortoise LLC
Georgia
$2.1K +$2.53K +11 New
GWM
318
Geneos Wealth Management
Colorado
$1.91K -$1.84K -8 -44%
GSWM
319
Golden State Wealth Management
California
$1.91K
NL
320
NVWM LLC
Pennsylvania
$1.91K
BGAI
321
Bruce G. Allen Investments
Colorado
$1.91K +$2.3K +10 New
RDFA
322
Ritter Daniher Financial Advisory
Ohio
$1.53K
GBT
323
Grove Bank & Trust
Florida
$1.34K
SS
324
SBI Securities
Japan
$1.15K
BIA
325
Bell Investment Advisors
California
$1.15K +$921 +4 +200%

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.