We are live on ! Find out more
SAM icon

Boston Beer

355 hedge funds and large institutions have $1.67B invested in Boston Beer in 2025 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 113 increasing their positions, 115 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $33.3M | Put options by funds: $25.7M

21% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 57

13% more capital invested

Capital invested by funds: $1.48B → $1.67B (+$189M)

3% more funds holding

Funds holding: 345355 (+10)

1.96% more ownership

Funds ownership: 84.9%86.86% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 115

Holders
355
Holders Change
+10
Holders Change %
+2.9%
% of All Funds
4.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
69
Increased
113
Reduced
115
Closed
57
Calls
$33.3M
Puts
$25.7M
Net Calls
+$7.64M
Net Calls Change
-$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$201M +$9.16M +43,045 +5%
BlackRock
2
BlackRock
New York
$165M -$27.9M -131,157 -14%
AQR Capital Management
3
AQR Capital Management
Connecticut
$137M +$106M +500,120 +340%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$82.4M -$14.4M -67,743 -15%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$56.2M +$710K +3,336 +1%
State Street
6
State Street
Massachusetts
$55.7M -$3.28M -15,410 -6%
Arrowstreet Capital
7
Arrowstreet Capital
Massachusetts
$54.6M +$4.1M +19,294 +8%
Morgan Stanley
8
Morgan Stanley
New York
$49.4M +$29.9M +140,480 +151%
Fisher Asset Management
9
Fisher Asset Management
Washington
$48.9M -$131K -615 -0.3%
UBS Group
10
UBS Group
Switzerland
$47.3M +$6.74M +31,680 +17%
GAM
11
Gotham Asset Management
New York
$45.1M +$42.9M +201,752 +1,752%
CCPM
12
Cooper Creek Partners Management
New York
$30.9M -$17.1M -80,571 -36%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$30.3M +$131K +616 +0.4%
QCM
14
Quantinno Capital Management
New York
$28.8M +$12.5M +58,777 +76%
GACM
15
Global Alpha Capital Management
Quebec, Canada
$27.7M +$3.7M +17,400 +15%
American Century Companies
16
American Century Companies
Missouri
$26M +$6.89M +32,382 +36%
Invesco
17
Invesco
Georgia
$24.3M +$2.71M +12,742 +12%
SAM
18
Southeastern Asset Management
Tennessee
$23.1M +$621K +2,921 +3%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$22.5M +$8.42M +39,558 +59%
Charles Schwab
20
Charles Schwab
California
$20.3M +$110K +517 +0.5%
Ameriprise
21
Ameriprise
Minnesota
$19.4M +$8.64M +40,617 +79%
SAM
22
Southernsun Asset Management
Tennessee
$19.1M -$310K -1,459 -2%
Renaissance Technologies
23
Renaissance Technologies
New York
$18.4M -$915K -4,300 -5%
Northern Trust
24
Northern Trust
Illinois
$15.9M -$39.6K -186 -0.2%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$15.3M -$4.56M -21,421 -23%

SAM Hedge Fund Activity: Q3 2025 in Review

355 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Boston Beer (SAM) for Q3 2025, worth a combined $1.67B — up 13% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new SAM positions and 57 closed out — a net gain of 12 holders — while 113 added to existing stakes and 115 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $106M. The largest seller was Millennium Management, cutting an estimated $32.6M.

  • 355 institutional investors held Boston Beer (SAM) as of Q3 2025, up from 345 in Q2 2025.
  • Funds reported $1.67B of Boston Beer stock for Q3 2025, up 13% quarter-over-quarter.
  • 69 funds opened new Boston Beer positions in Q3 2025 and 57 closed out, a net change of +12 holders.
  • The largest Boston Beer buyer in Q3 2025 was AQR Capital Management, an estimated $106M added.
  • The largest Boston Beer seller in Q3 2025 was Millennium Management, an estimated $32.6M sold.

Based on aggregated 13F filings for Q3 2025.