We are live on ! Find out more
SAM icon

Boston Beer

355 hedge funds and large institutions have $1.67B invested in Boston Beer in 2025 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 113 increasing their positions, 115 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $33.3M | Put options by funds: $25.7M

21% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 57

13% more capital invested

Capital invested by funds: $1.48B → $1.67B (+$189M)

3% more funds holding

Funds holding: 345355 (+10)

1.96% more ownership

Funds ownership: 84.9%86.86% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 115

Holders
355
Holders Change
+10
Holders Change %
+2.9%
% of All Funds
4.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
69
Increased
113
Reduced
115
Closed
57
Calls
$33.3M
Puts
$25.7M
Net Calls
+$7.64M
Net Calls Change
-$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
301
Private Wealth Management Group
New Jersey
$6.55K
T. Rowe Price Investment Management
302
T. Rowe Price Investment Management
Maryland
$6K -$1.03M -4,841 -100%
RFP
303
Root Financial Partners
California
$5.71K +$5.74K +27 New
NRG
304
Nemes Rush Group
Michigan
$5.29K
IA
305
IFP Advisors
Florida
$5.07K -$2.55K -12 -33%
TPCW
306
TD Private Client Wealth
New York
$5.07K -$1.49K -7 -23%
WANY
307
Wealthspire Advisors (New York)
New York
$5.07K +$5.11K +24 New
HWM
308
Hemington Wealth Management
Virginia
$5K -$213 -1 -4%
CIAM
309
Caitong International Asset Management
Hong Kong
$4.65K -$33.6K -158 -88%
LSA
310
Leonteq Securities AG
Switzerland
$4.44K -$90.8K -427 -95%
AWM
311
Ameliora Wealth Management
Switzerland
$4.23K
GWSG
312
GPS Wealth Strategies Group
Colorado
$4.23K
AAM
313
Advisors Asset Management
Colorado
$3.17K -$425 -2 -12%
FGA
314
Fortis Group Advisors
New Jersey
$3.17K
Mitsubishi UFJ Asset Management
315
Mitsubishi UFJ Asset Management
Japan
$3.17K
PPA
316
Pilgrim Partners Asia
Singapore
$3.17K +$3.19K +15 New
DJSG
317
D.J. St. Germain
Massachusetts
$2.96K
CT
318
Clearstead Trust
Maine
$2.75K -$7.02K -33 -72%
PWA
319
Physician Wealth Advisors
Utah
$2.75K +$1.92K +9 +225%
BGAI
320
Bruce G. Allen Investments
Colorado
$2.54K +$425 +2 +20%
RTL
321
Red Tortoise LLC
Georgia
$2.33K
GWM
322
Geneos Wealth Management
Colorado
$2.11K
GSWM
323
Golden State Wealth Management
California
$2.11K
NL
324
NVWM LLC
Pennsylvania
$2.11K
LFG
325
Larson Financial Group
Missouri
$2.11K +$1.92K +9 +900%

SAM Hedge Fund Activity: Q3 2025 in Review

355 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Boston Beer (SAM) for Q3 2025, worth a combined $1.67B — up 13% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new SAM positions and 57 closed out — a net gain of 12 holders — while 113 added to existing stakes and 115 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $106M. The largest seller was Millennium Management, cutting an estimated $32.6M.

  • 355 institutional investors held Boston Beer (SAM) as of Q3 2025, up from 345 in Q2 2025.
  • Funds reported $1.67B of Boston Beer stock for Q3 2025, up 13% quarter-over-quarter.
  • 69 funds opened new Boston Beer positions in Q3 2025 and 57 closed out, a net change of +12 holders.
  • The largest Boston Beer buyer in Q3 2025 was AQR Capital Management, an estimated $106M added.
  • The largest Boston Beer seller in Q3 2025 was Millennium Management, an estimated $32.6M sold.

Based on aggregated 13F filings for Q3 2025.