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Boston Beer

326 hedge funds and large institutions have $1.75B invested in Boston Beer in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 120 increasing their positions, 91 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $56.6M | Put options by funds: $41.1M

32% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 91

3.57% more ownership

Funds ownership: 78.87%82.44% (+3.6%)

6% less funds holding

Funds holding: 345326 (-19)

21% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 62

22% less capital invested

Capital invested by funds: $2.23B → $1.75B (-$482M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
326
Holders Change
-19
Holders Change %
-5.51%
% of All Funds
4.37%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
49
Increased
120
Reduced
91
Closed
62
Calls
$56.6M
Puts
$41.1M
Net Calls
+$15.5M
Net Calls Change
+$29.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$227M +$43.1M +176,971 +23%
Vanguard Group
2
Vanguard Group
Pennsylvania
$207M +$3.79M +15,563 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$109M +$2.28M +9,376 +2%
State Street
4
State Street
Massachusetts
$70.1M -$1.3M -5,341 -2%
CCPM
5
Cooper Creek Partners Management
New York
$69.5M +$50.5M +207,259 +248%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$62.4M +$8.62M +35,394 +16%
Fisher Asset Management
7
Fisher Asset Management
Washington
$55.4M +$17.5M +71,660 +45%
Point72 Asset Management
8
Point72 Asset Management
Connecticut
$52M +$39.2M +160,941 +284%
AC
9
Armistice Capital
New York
$50.3M +$21.6M +88,624 +73%
Millennium Management
10
Millennium Management
New York
$44.4M +$22.3M +91,667 +97%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$42.6M +$43.4M +178,229 New
UBS Group
12
UBS Group
Switzerland
$40.8M -$2.14M -8,772 -5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$36.1M +$1.57M +6,448 +4%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$29.5M +$1.74M +7,143 +6%
AQR Capital Management
15
AQR Capital Management
Connecticut
$27.7M -$74.3M -305,008 -72%
SAM
16
Southernsun Asset Management
Tennessee
$26.4M -$2.81M -11,545 -9%
Invesco
17
Invesco
Georgia
$26.1M +$2.49M +10,241 +10%
SAM
18
Southeastern Asset Management
Tennessee
$25.4M
Charles Schwab
19
Charles Schwab
California
$23.8M +$1.24M +5,101 +5%
Northern Trust
20
Northern Trust
Illinois
$20.7M +$1.5M +6,159 +8%
GACM
21
Global Alpha Capital Management
Quebec, Canada
$19M +$463K +1,900 +2%
Renaissance Technologies
22
Renaissance Technologies
New York
$18.7M +$2.53M +10,400 +15%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$17.1M -$11.5M -47,335 -40%
JGC
24
J. Goldman & Co
New York
$16.4M -$12.4M -50,994 -43%
Loomis, Sayles & Company
25
Loomis, Sayles & Company
Massachusetts
$16M -$445K -1,828 -3%

SAM Hedge Fund Activity: Q1 2025 in Review

326 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Boston Beer (SAM) for Q1 2025, worth a combined $1.75B — down 22% from $2.23B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of SAM and 49 opened new positions — a net loss of 13 holders — while 91 trimmed existing stakes and 120 added.

The largest buyer was Nuveen, adding an estimated $69.8M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $159M.

  • 326 institutional investors held Boston Beer (SAM) as of Q1 2025, down from 345 in Q4 2024.
  • Funds reported $1.75B of Boston Beer stock for Q1 2025, down 22% quarter-over-quarter.
  • 49 funds opened new Boston Beer positions in Q1 2025 and 62 closed out, a net change of -13 holders.
  • The largest Boston Beer buyer in Q1 2025 was Nuveen, an estimated $69.8M added.
  • The largest Boston Beer seller in Q1 2025 was T. Rowe Price Investment Management, an estimated $159M sold.

Based on aggregated 13F filings for Q1 2025.