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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
T. Rowe Price Investment Management
26
T. Rowe Price Investment Management
Maryland
$18.1M +$17.7M +78,524 +327,183%
Man Group
27
Man Group
United Kingdom
$17.9M +$1.39M +6,178 +9%
SAM
28
Southernsun Asset Management
Tennessee
$17.2M -$159K -708 -0.9%
Calamos Advisors
29
Calamos Advisors
Illinois
$15.4M +$311K +1,385 +2%
Loomis, Sayles & Company
30
Loomis, Sayles & Company
Massachusetts
$14.6M -$353K -1,568 -2%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$13.1M -$739K -3,288 -5%
Franklin Resources
32
Franklin Resources
California
$12.8M -$2.23M -9,926 -15%
Citadel Advisors
33
Citadel Advisors
Florida
$12.3M -$17.9M -79,729 -60%
First Trust Advisors
34
First Trust Advisors
Illinois
$11.9M +$3M +13,348 +35%
VFT
35
Vanguard Fiduciary Trust
Pennsylvania
$11M +$10.7M +47,670 New
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$10.7M -$1.61M -7,178 -13%
Marshall Wace
37
Marshall Wace
United Kingdom
$10.5M +$4.21M +18,726 +70%
Corient Private Wealth
38
Corient Private Wealth
Florida
$10.4M +$3.49M +15,513 +52%
PGP
39
Prescott General Partners
Florida
$10.4M +$10.1M +45,000 New
Bank of America
40
Bank of America
North Carolina
$10.2M -$532K -2,366 -5%
CFM
41
Crawford Fund Management
Massachusetts
$9.07M -$4.97M -22,100 -36%
Pacer Advisors
42
Pacer Advisors
Pennsylvania
$8.65M -$969K -4,307 -10%
IC
43
IEQ Capital
California
$8.51M +$2.85M +12,692 +52%
JP Morgan Chase
44
JP Morgan Chase
New York
$7.78M +$2.44M +10,844 +47%
WG
45
Winton Group
United Kingdom
$7.52M +$726K +3,228 +11%
TI
46
Trexquant Investment
Connecticut
$6.86M -$5.92M -26,331 -47%
GI
47
GAMCO Investors
Connecticut
$6.47M -$2.25K -10 -0%
Nomura Holdings
48
Nomura Holdings
Japan
$6.27M -$4.36M -19,399 -42%
Creative Planning
49
Creative Planning
Kansas
$6.1M +$3.27M +14,560 +122%
GF
50
Gabelli Funds
New York
$6.08M -$135K -600 -2%

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.