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Boston Beer

365 hedge funds and large institutions have $1.79B invested in Boston Beer in 2026 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 128 increasing their positions, 89 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

4.44% more ownership

Funds ownership: 88.25%92.7% (+4.4%)

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
365
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
$13.9M
Puts
$20.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
351
Rialto Wealth Management
New York
$922
SWM
352
SHP Wealth Management
Massachusetts
$921
JWA
353
JFS Wealth Advisors
Pennsylvania
$692
CFM
354
Cornerstone Financial Management
Massachusetts
$691
SWM
355
Spire Wealth Management
Virginia
$691
SAM
356
Smartleaf Asset Management
Massachusetts
$689
WWM
357
Western Wealth Management
Colorado
$461
ANBT
358
American National Bank & Trust
Texas
$460
DFA
359
DHJJ Financial Advisors
Illinois
$231
LWMI
360
Legacy Wealth Management (Idaho)
Idaho
$231
PTC
361
Private Trust Company
Ohio
$230
GFA
362
Godfrey Financial Associates
New York
$230
TC
363
Trust Company
Kansas
$230
TFA
364
Transamerica Financial Advisors
Florida
$230
CW
365
Curio Wealth
Maryland
$230
Pacer Advisors
366
Pacer Advisors
Pennsylvania
DFCM
367
Dark Forest Capital Management
Puerto Rico
Two Sigma Advisers
368
Two Sigma Advisers
New York
CCIA
369
Campbell & Co Investment Adviser
Maryland
QOP
370
Quinn Opportunity Partners
Virginia
YIH
371
Y-Intercept (HK)
Hong Kong
AI
372
Atom Investors
Texas
TC
373
Tejara Capital
United Kingdom
EWA
374
Exit Wealth Advisors
Georgia
SC
375
Skylands Capital
Wisconsin