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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
GVAG
201
Great Valley Advisor Group
Delaware
$304K
BHC
202
Bull Harbor Capital
Maryland
$303K +$296K +1,316 New
Deutsche Bank
203
Deutsche Bank
Germany
$302K +$22.5K +100 +8%
Simplex Trading
204
Simplex Trading
Illinois
$298K +$85.7K +381 +42%
CAM
205
Claret Asset Management
Quebec, Canada
$286K
SPWG
206
Sage Private Wealth Group
Illinois
$285K -$14.2K -63 -5%
BHCM
207
Brevan Howard Capital Management
Jersey
$285K +$278K +1,237 New
N
208
Numerai
California
$283K +$277K +1,230 New
Victory Capital Management
209
Victory Capital Management
Texas
$281K +$22.5K +100 +9%
UCFA
210
United Capital Financial Advisors
Texas
$273K +$266K +1,185 New
GLA
211
Great Lakes Advisors
Illinois
$270K +$264K +1,173 New
OSAM
212
O'Shaughnessy Asset Management
Connecticut
$269K +$263K +1,169 New
BNP Paribas Financial Markets
213
BNP Paribas Financial Markets
France
$264K -$170K -756 -40%
IWC
214
Integrated Wealth Concepts
Massachusetts
$263K +$256K +1,140 New
IRC
215
Investors Research Corp
Georgia
$259K -$5.62K -25 -2%
SOADOR
216
State of Alaska Department of Revenue
Alaska
$258K
NAAA
217
New Age Alpha Advisors
New York
$252K -$5.85K -26 -2%
TYCC
218
Texas Yale Capital Corp
Florida
$249K
SAM
219
Sagewood Asset Management
New York
$243K +$237K +1,054 New
PCA
220
Pallas Capital Advisors
Massachusetts
$241K -$58.9K -262 -20%
RGC
221
Roberts, Glore & Co
Illinois
$240K -$105K -469 -31%
EI
222
Ethic Inc
New York
$233K +$227K +1,010 New
DCM
223
DGS Capital Management
New Jersey
$231K +$226K +1,004 New
CT
224
Caldwell Trust
Florida
$230K
CIBC World Market
225
CIBC World Market
Ontario, Canada
$229K +$223K +992 New

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.