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Boston Beer

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: 345366 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
SS
351
SBI Securities
Japan
$1.15K
HFS
352
Hughes Financial Services
Virginia
$1.15K +$1.12K +5 New
RWM
353
Rialto Wealth Management
New York
$922 +$225 +1 +33%
SWM
354
SHP Wealth Management
Massachusetts
$921 +$900 +4 New
JWA
355
JFS Wealth Advisors
Pennsylvania
$692 +$450 +2 +200%
CFM
356
Cornerstone Financial Management
Massachusetts
$691
SWM
357
Spire Wealth Management
Virginia
$691
SAM
358
Smartleaf Asset Management
Massachusetts
$689 -$1.12K -5 -63%
ANBT
359
American National Bank & Trust
Texas
$460 -$8.99K -40 -95%
DFA
360
DHJJ Financial Advisors
Illinois
$231
LWMI
361
Legacy Wealth Management (Idaho)
Idaho
$231
GFA
362
Godfrey Financial Associates
New York
$230
PTC
363
Private Trust Company
Ohio
$230
TC
364
Trust Company
Kansas
$230
CW
365
Curio Wealth
Maryland
$230 +$225 +1 New
TFA
366
Transamerica Financial Advisors
Florida
$230 +$225 +1 New
DFCM
367
Dark Forest Capital Management
Puerto Rico
-$4.81M -24,632 Closed
Two Sigma Advisers
368
Two Sigma Advisers
New York
-$2.5M -12,800 Closed
CCIA
369
Campbell & Co Investment Adviser
Maryland
-$2.21M -11,315 Closed
QOP
370
Quinn Opportunity Partners
Virginia
-$1.95M -10,000 Closed
YIH
371
Y-Intercept (HK)
Hong Kong
-$1.77M -9,074 Closed
AI
372
Atom Investors
Texas
-$1.41M -7,243 Closed
TC
373
Tejara Capital
United Kingdom
-$1.35M -6,900 Closed
EWA
374
Exit Wealth Advisors
Georgia
-$1.22M -6,243 Closed
SC
375
Skylands Capital
Wisconsin
-$1.18M -6,050 Closed

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.