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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
HI
326
Harbour Investments
Wisconsin
$2.11K +$2.13K +10 New
CIA
327
Cape Investment Advisory
Georgia
$1.9K -$2.77K -13 -59%
SC
328
Stephens Consulting
Michigan
$1.9K +$1.7K +8 +800%
HWA
329
Heartwood Wealth Advisors
Virginia
$1.9K +$1.92K +9 New
SAM
330
Smartleaf Asset Management
Massachusetts
$1.72K +$1.7K +8 New
BIA
331
Bell Investment Advisors
California
$1.69K +$425 +2 +33%
MCM
332
MV Capital Management
Maryland
$1.69K +$1.7K +8 New
TIM
333
Tortoise Investment Management
New York
$1.69K -$1.06K -5 -38%
SS
334
SBI Securities
Japan
$1.48K +$213 +1 +17%
CFO
335
CVA Family Office
Colorado
$1.48K +$1.49K +7 New
FFO
336
Fortitude Family Office
Arizona
$1.27K -$7.66K -36 -86%
HHGA
337
Halbert Hargrove Global Advisors
California
$1.27K +$1.28K +6 New
KG
338
Kilter Group
New York
$1.06K +$213 +1 +25%
IBOK
339
Independence Bank of Kentucky
Kentucky
$1.06K
AW
340
Avion Wealth
Texas
$1K -$213 -1 -13%
AssetMark Inc
341
AssetMark Inc
California
$846
CPG
342
Cornerstone Planning Group
New Jersey
$824 +$851 +4 New
RWM
343
Rialto Wealth Management
New York
$635 +$638 +3 New
BFS
344
Bare Financial Services
Pennsylvania
$634 +$638 +3 New
JWA
345
JFS Wealth Advisors
Pennsylvania
$423 -$425 -2 -50%
BMC
346
Bear Mountain Capital
Washington
$219 +$213 +1 New
PFBT
347
Parkside Financial Bank & Trust
Missouri
$212 -$2.98K -14 -93%
DFA
348
DHJJ Financial Advisors
Illinois
$212
LWMI
349
Legacy Wealth Management (Idaho)
Idaho
$212
SIC
350
SJS Investment Consulting
Ohio
$212 +$213 +1 New

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.