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Boston Beer

345 hedge funds and large institutions have $1.48B invested in Boston Beer in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 119 increasing their positions, 100 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $59.5M | Put options by funds: $35.1M

56% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 43

19% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 100

6% more funds holding

Funds holding: 326345 (+19)

2.46% more ownership

Funds ownership: 82.44%84.9% (+2.5%)

15% less capital invested

Capital invested by funds: $1.75B → $1.48B (-$268M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
345
Holders Change
+19
Holders Change %
+5.83%
% of All Funds
4.54%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
67
Increased
119
Reduced
100
Closed
43
Calls
$59.5M
Puts
$35.1M
Net Calls
+$24.4M
Net Calls Change
+$8.93M
Name Holding Trade Value Shares
Change
Change in
Stake
Pictet Asset Management
201
Pictet Asset Management
Switzerland
$229K -$50.6K -220 -15%
QT
202
Quantbot Technologies
New York
$228K -$3.09M -13,411 -92%
CIBC World Market
203
CIBC World Market
Ontario, Canada
$227K
GVAG
204
Great Valley Advisor Group
Delaware
$227K +$13.8K +60 +5%
MM
205
MQS Management
New York
$225K +$271K +1,177 New
SC
206
Syon Capital
California
$224K +$270K +1,175 New
Commonwealth Equity Services
207
Commonwealth Equity Services
Massachusetts
$224K -$15.7K -68 -5%
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$222K +$168K +730 +169%
Raymond James Financial
209
Raymond James Financial
Florida
$218K +$67.7K +294 +35%
Focus Partners Wealth
210
Focus Partners Wealth
Massachusetts
$214K +$45.8K +199 +22%
Deutsche Bank
211
Deutsche Bank
Germany
$214K -$9.15M -39,767 -97%
GC
212
Gilbert & Cook
Iowa
$211K +$8.06K +35 +3%
I
213
InceptionR
California
$208K +$251K +1,092 New
VT
214
Vise Technologies
New York
$208K +$251K +1,092 New
TYCC
215
Texas Yale Capital Corp
Florida
$206K
GCM
216
Graham Capital Management
Connecticut
$205K +$247K +1,075 New
OTL
217
Oak Thistle LLC
New York
$202K +$244K +1,061 New
Federated Hermes
218
Federated Hermes
Pennsylvania
$202K -$10.6K -46 -4%
CT
219
Caldwell Trust
Florida
$191K
Public Employees Retirement Association of Colorado
220
Public Employees Retirement Association of Colorado
Colorado
$182K -$27.4K -119 -11%
SOADOR
221
State of Alaska Department of Revenue
Alaska
$176K -$13.8K -60 -6%
1IA
222
1620 Investment Advisors
Massachusetts
$174K -$921 -4 -0.4%
National Bank of Canada
223
National Bank of Canada
Quebec, Canada
$171K -$140K -608 -40%
BNP Paribas Financial Markets
224
BNP Paribas Financial Markets
France
$169K -$54.3K -236 -21%
Osaic Holdings
225
Osaic Holdings
Arizona
$139K +$5.29K +23 +3%

SAM Hedge Fund Activity: Q2 2025 in Review

345 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Boston Beer (SAM) for Q2 2025, worth a combined $1.48B — down 15% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new SAM positions and 43 closed out — a net gain of 24 holders — while 119 added to existing stakes and 100 trimmed.

The largest buyer was Toronto Dominion Bank, opening a new position worth an estimated $35.4M. The largest seller was Nuveen, cutting an estimated $67.7M.

  • 345 institutional investors held Boston Beer (SAM) as of Q2 2025, up from 326 in Q1 2025.
  • Funds reported $1.48B of Boston Beer stock for Q2 2025, down 15% quarter-over-quarter.
  • 67 funds opened new Boston Beer positions in Q2 2025 and 43 closed out, a net change of +24 holders.
  • The largest Boston Beer buyer in Q2 2025 was Toronto Dominion Bank, an estimated $35.4M added.
  • The largest Boston Beer seller in Q2 2025 was Nuveen, an estimated $67.7M sold.

Based on aggregated 13F filings for Q2 2025.