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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
NMIMC
176
Northwestern Mutual Investment Management Company
Wisconsin
$397K +$225 +1 +0.1%
Balyasny Asset Management
177
Balyasny Asset Management
Illinois
$391K -$91.5K -407 -19%
Cetera Investment Advisers
178
Cetera Investment Advisers
Illinois
$386K -$155K -689 -29%
BAAM
179
Baker Avenue Asset Management
California
$386K +$377K +1,675 New
HIP
180
HUB Investment Partners
Texas
$383K +$61.2K +272 +20%
VPIM
181
Vanguard Personalized Indexing Management
California
$379K +$45.6K +203 +14%
Zurich Cantonal Bank
182
Zurich Cantonal Bank
Switzerland
$377K
EF
183
Empowered Funds
Pennsylvania
$372K +$363K +1,614 New
KCP
184
Kera Capital Partners
California
$369K +$360K +1,600 New
NAM
185
NorthCrest Asset Manangement
Minnesota
$364K +$95.1K +423 +39%
OPERF
186
Oregon Public Employees Retirement Fund
Oregon
$353K -$10.1K -45 -3%
AWA
187
Aaron Wealth Advisors
Illinois
$352K +$344K +1,529 New
FPAS
188
Focus Partners Advisor Solutions
Missouri
$352K +$344K +1,528 New
YCM
189
Yousif Capital Management
Michigan
$349K -$31.3K -139 -8%
BIG
190
Brooklyn Investment Group
New York
$339K +$331K +1,470 New
1IA
191
1620 Investment Advisors
Massachusetts
$338K +$108K +479 +48%
Pictet Asset Management
192
Pictet Asset Management
Switzerland
$336K +$58.5K +260 +22%
LOAMU
193
Lombard Odier Asset Management (USA)
New York
$330K +$322K +1,432 New
AIP
194
Ameritas Investment Partners
Nebraska
$325K
CWM
195
Calamos Wealth Management
Illinois
$319K +$311K +1,385 New
HSBC Holdings
196
HSBC Holdings
United Kingdom
$314K -$380K -1,690 -56%
VCM
197
Versant Capital Management
Arizona
$313K +$178K +791 +140%
FFA
198
Farther Finance Advisors
California
$306K +$18K +80 +7%
GCA
199
Greenwood Capital Associates
South Carolina
$305K +$298K +1,325 New
CAM
200
Cresset Asset Management
Illinois
$305K +$22K +98 +8%

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.