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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
CM
101
CastleKnight Management
New York
$1.22M -$292K -1,300 -20%
Robeco Institutional Asset Management
102
Robeco Institutional Asset Management
Netherlands
$1.14M +$84.8K +377 +8%
LPL Financial
103
LPL Financial
California
$1.12M -$516K -2,294 -32%
EAM
104
Eschler Asset Management
United Kingdom
$1.06M
Canada Life
105
Canada Life
Manitoba, Canada
$1.06M
FDCDDQ
106
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.03M -$221K -984 -18%
PCP
107
Perbak Capital Partners
United Kingdom
$1.01M +$726K +3,229 +284%
New York State Common Retirement Fund
108
New York State Common Retirement Fund
New York
$992K +$25.9K +115 +3%
SFA
109
Sequoia Financial Advisors
Ohio
$949K +$360K +1,599 +63%
Canada Pension Plan Investment Board
110
Canada Pension Plan Investment Board
Ontario, Canada
$945K +$157K +700 +21%
HCA
111
Harbor Capital Advisors
Illinois
$935K +$912K +4,056 New
Teacher Retirement System of Texas
112
Teacher Retirement System of Texas
Texas
$932K -$359K -1,597 -28%
IC
113
Inscription Capital
Texas
$914K +$212K +943 +31%
SSA
114
Schonfeld Strategic Advisors
New York
$884K +$432K +1,922 +100%
Janus Henderson Group
115
Janus Henderson Group
United Kingdom
$881K
ETC
116
Exchange Traded Concepts
Oklahoma
$881K +$82.5K +367 +11%
MIM
117
MetLife Investment Management
New Jersey
$872K +$6.07K +27 +0.7%
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$799K +$767K +3,410 +6,089%
AB
119
Amalgamated Bank
New York
$798K -$11.9K -53 -2%
GT
120
Glenmede Trust
Pennsylvania
$796K +$160K +712 +26%
PFSRSONJ
121
Police & Firemen's Retirement System of New Jersey
New Jersey
$792K
Envestnet Asset Management
122
Envestnet Asset Management
Illinois
$772K +$65K +289 +9%
Treasurer of the State of North Carolina
123
Treasurer of the State of North Carolina
North Carolina
$762K +$15.7K +70 +2%
Citigroup
124
Citigroup
New York
$757K +$324K +1,441 +78%
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$754K +$347K +1,541 +89%

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.