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MarineMax

171 hedge funds and large institutions have $530M invested in MarineMax in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 57 increasing their positions, 55 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

6% more capital invested

Capital invested by funds: $499M → $530M (+$31.7M)

5% more funds holding

Funds holding: 163171 (+8)

4% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 55

5.08% less ownership

Funds ownership: 94.11%89.03% (-5.1%)

53% less call options, than puts

Call options by funds: $785K | Put options by funds: $1.68M

Holders
171
Holders Change
+8
Holders Change %
+4.91%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
57
Reduced
55
Closed
20
Calls
$785K
Puts
$1.68M
Net Calls
-$893K
Net Calls Change
-$823K
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
151
Rothschild Investment LLC
Illinois
$2.3K +$1.94K +70 +467%
MPWT
152
MassMutual Private Wealth & Trust
Connecticut
$2.03K +$1.66K +60 +400%
NSIM
153
North Star Investment Management
Illinois
$1.76K -$1.53K -55 -46%
CA
154
Clearstead Advisors
Ohio
$1.35K
QCG
155
Quadrant Capital Group
Ohio
$1.27K
PWA
156
Physician Wealth Advisors
Utah
$1.19K
TWD
157
True Wealth Design
Ohio
$1.14K +$1.17K +42 New
RIAS
158
Rachor Investment Advisory Services
Michigan
$758 -$777 -28 -50%
SIC
159
SJS Investment Consulting
Ohio
$542 +$555 +20 New
S
160
SignatureFD
Georgia
$460
KFAS
161
Keating Financial Advisory Services
Kansas
$406 +$416 +15 New
FMII
162
Farmers & Merchants Investments Inc
Nebraska
$379
Rockefeller Capital Management
163
Rockefeller Capital Management
New York
$352 +$361 +13 New
BWA
164
Basecamp Wealth Advisors
Washington
$325 +$333 +12 New
SS
165
SBI Securities
Japan
$298
EP
166
Essential Partners
California
$216 +$222 +8 New
GWM
167
Gilpin Wealth Management
Colorado
$190 +$194 +7 New
TFA
168
Transamerica Financial Advisors
Florida
$135
AW
169
Ankerstar Wealth
Texas
$54 +$55 +2 New
HNB
170
Huntington National Bank
Ohio
$27
WPA
171
Wealth Preservation Advisors
Tennessee
$27 +$28 +1 New
PCM
172
Portolan Capital Management
Massachusetts
-$11.8M -487,426 Closed
Hotchkis & Wiley Capital Management
173
Hotchkis & Wiley Capital Management
California
-$6.3M -259,845 Closed
Corient Private Wealth
174
Corient Private Wealth
Florida
-$5.84M -240,906 Closed
A
175
AlphaQuest
New York
-$1.13M -46,820 Closed