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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
TPWA
326
Twin Peaks Wealth Advisors
California
$1.1K +$1.15K +5 New
AW
327
Avion Wealth
Texas
$1K +$1.84K +8 New
CIBC Private Wealth Group
328
CIBC Private Wealth Group
Georgia
$954 -$16.1K -70 -93%
IBOK
329
Independence Bank of Kentucky
Kentucky
$954
PWA
330
Physician Wealth Advisors
Utah
$764
JWA
331
JFS Wealth Advisors
Pennsylvania
$764 +$921 +4 New
KG
332
Kilter Group
New York
$764 +$921 +4 New
AssetMark Inc
333
AssetMark Inc
California
$763
RA
334
Rise Advisors
New York
$572 +$691 +3 New
NA
335
NewEdge Advisors
Louisiana
$382 -$4.37K -19 -90%
SC
336
SouthState Corp
Florida
$382 -$1.38K -6 -75%
CFB
337
Cullen/Frost Bankers
Texas
$382
LFG
338
Larson Financial Group
Missouri
$191 -$16.3K -71 -99%
DFA
339
DHJJ Financial Advisors
Illinois
$191
LWMI
340
Legacy Wealth Management (Idaho)
Idaho
$191
EWM
341
Evermay Wealth Management
Virginia
$191 +$230 +1 New
HIA
342
HFM Investment Advisors
New Jersey
$191 +$230 +1 New
LIS
343
Legacy Investment Solutions
Idaho
$191 +$230 +1 New
SC
344
Stephens Consulting
Michigan
$191 +$230 +1 New
TFM
345
TFC Financial Management
Massachusetts
$191 +$230 +1 New
JGC
346
J. Goldman & Co
New York
-$16.4M -68,693 Closed
FGP
347
Freestone Grove Partners
California
-$4.96M -20,783 Closed
ACM
348
Aquatic Capital Management
Illinois
-$2.76M -11,554 Closed
CF
349
Corebridge Financial
Texas
-$2.27M -9,523 Closed
DIA
350
Dean Investment Associates
Ohio
-$1.43M -5,981 Closed

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.