SAM icon

Boston Beer

352 hedge funds and large institutions have $1.67B invested in Boston Beer in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 113 increasing their positions, 115 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.94% more ownership

Funds ownership: 84.9%86.84% (+1.9%)

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
352
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$33.3M
Puts
$25.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
326
Heartwood Wealth Advisors
Virginia
$1.9K
SAM
327
Smartleaf Asset Management
Massachusetts
$1.72K
BIA
328
Bell Investment Advisors
California
$1.69K
MCM
329
MV Capital Management
Maryland
$1.69K
TIM
330
Tortoise Investment Management
New York
$1.69K
SS
331
SBI Securities
Japan
$1.48K
CFO
332
CVA Family Office
Colorado
$1.48K
FFO
333
Fortitude Family Office
Arizona
$1.27K
HHGA
334
Halbert Hargrove Global Advisors
California
$1.27K
KG
335
Kilter Group
New York
$1.06K
IBOK
336
Independence Bank of Kentucky
Kentucky
$1.06K
AW
337
Avion Wealth
Texas
$1K
AssetMark Inc
338
AssetMark Inc
California
$846
CPG
339
Cornerstone Planning Group
New Jersey
$824
RWM
340
Rialto Wealth Management
New York
$635
BFS
341
Bare Financial Services
Pennsylvania
$634
JWA
342
JFS Wealth Advisors
Pennsylvania
$423
BMC
343
Bear Mountain Capital
Washington
$219
PFBT
344
Parkside Financial Bank & Trust
Missouri
$212
DFA
345
DHJJ Financial Advisors
Illinois
$212
LWMI
346
Legacy Wealth Management (Idaho)
Idaho
$212
SIC
347
SJS Investment Consulting
Ohio
$212
Optiver Holding
348
Optiver Holding
Netherlands
$211
TFA
349
Transamerica Financial Advisors
Florida
$211
PTC
350
Private Trust Company
Ohio
$211