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Boston Beer
SAM

366 hedge funds and large institutions have $1.8B invested in Boston Beer in 2026 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 129 increasing their positions, 90 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 44

43% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 90

22% more capital invested

Capital invested by funds: $1.47B → $1.8B (+$323M)

6% more funds holding

Funds holding: 345 → 366 (+21)

4.89% more ownership

Funds ownership: 88.25% → 93.14% (+4.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

31% less call options, than puts

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

Holders
366
Holders Change
+21
Holders Change %
+6.09%
% of All Funds
4.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
75
Increased
129
Reduced
90
Closed
44
Calls
$13.9M
Puts
$20.2M
Net Calls
-$6.34M
Net Calls Change
-$4.7M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
+$47.6M
2
QCM
Quantinno Capital Management
New York
+$31.5M
3
American Century Companies
American Century Companies
Missouri
+$21.7M
4
Goldman Sachs
Goldman Sachs
New York
+$20.1M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$17.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$37.2M
2
Citadel Advisors
Citadel Advisors
Florida
-$17.9M
3
GAM
Gotham Asset Management
New York
-$17.7M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
-$12.8M
5
MAM
Monaco Asset Management
Monaco
-$11.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
RIAS
326
Rachor Investment Advisory Services
Michigan
$3.46K – – –
DJSG
327
D.J. St. Germain
Massachusetts
$3.23K – – –
CT
328
Colonial Trust
South Carolina
$3.23K +$3.15K +14 New
PWA
329
Physician Wealth Advisors
Utah
$3K +$2.47K +11 +550%
BGAI
330
Bruce G. Allen Investments
Colorado
$2.77K – – –
SIC
331
SJS Investment Consulting
Ohio
$2.77K +$2.7K +12 New
WPA
332
Wealth Preservation Advisors
Tennessee
$2.77K +$2.7K +12 New
MCM
333
MV Capital Management
Maryland
$2.54K +$900 +4 +57%
RTL
334
Red Tortoise LLC
Georgia
$2.53K – – –
AFC
335
Ares Financial Consulting
California
$2.35K – – –
GWM
336
Geneos Wealth Management
Colorado
$2.3K – – –
NL
337
NVWM LLC
Pennsylvania
$2.3K – – –
KG
338
Kilter Group
New York
$2.07K +$675 +3 +50%
CFO
339
CVA Family Office
Colorado
$2.07K +$2.02K +9 New
CT
340
Clearstead Trust
Maine
$1.84K +$1.35K +6 +300%
JWM
341
JPL Wealth Management
Colorado
$1.84K +$1.8K +8 New
PFBT
342
Parkside Financial Bank & Trust
Missouri
$1.84K +$1.8K +8 New
FFO
343
Fortitude Family Office
Arizona
$1.84K -$15.5K -69 -90%
BFS
344
Bare Financial Services
Pennsylvania
$1.61K +$900 +4 +133%
EWP
345
Elevation Wealth Partners
California
$1.61K +$1.57K +7 New
MCM
346
Manchester Capital Management
Vermont
$1.38K – – –
AAM
347
Advisors Asset Management
Colorado
$1.38K – – –
CIAM
348
Caitong International Asset Management
Hong Kong
$1.38K +$1.35K +6 New
CA
349
Clearstead Advisors
Ohio
$1.15K -$5.17K -23 -82%
IBOK
350
Independence Bank of Kentucky
Kentucky
$1.15K – – –
12 13
14
15 16

SAM Hedge Fund Activity: Q1 2026 in Review

366 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Boston Beer (SAM) for Q1 2026, worth a combined $1.8B — up 22% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new SAM positions and 44 closed out — a net gain of 31 holders — while 129 added to existing stakes and 90 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $47.6M. The largest seller was Fidelity Investments, cutting an estimated $37.2M.

  • 366 institutional investors held Boston Beer (SAM) as of Q1 2026, up from 345 in Q4 2025.
  • Funds reported $1.8B of Boston Beer stock for Q1 2026, up 22% quarter-over-quarter.
  • 75 funds opened new Boston Beer positions in Q1 2026 and 44 closed out, a net change of +31 holders.
  • The largest Boston Beer buyer in Q1 2026 was AQR Capital Management, an estimated $47.6M added.
  • The largest Boston Beer seller in Q1 2026 was Fidelity Investments, an estimated $37.2M sold.

Based on aggregated 13F filings for Q1 2026.