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MarineMax
HZO

158 hedge funds and large institutions have $498M invested in MarineMax in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

17% more call options, than puts

Call options by funds: $801K | Put options by funds: $686K

16% more capital invested

Capital invested by funds: $429M → $498M (+$68.7M)

4.35% more ownership

Funds ownership: 87.91% → 92.25% (+4.3%)

4% more funds holding

Funds holding: 152 → 158 (+6)

16% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 61

Holders
158
Holders Change
+6
Holders Change %
+3.95%
% of All Funds
2.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
51
Reduced
61
Closed
17
Calls
$801K
Puts
$686K
Net Calls
+$115K
Net Calls Change
+$272K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$8.5M
2
American Century Companies
American Century Companies
Missouri
+$7.66M
3
LCS
Levin Capital Strategies
New York
+$5.01M
4
IECM
Intrinsic Edge Capital Management
Illinois
+$3.77M
5
SAM
Soviero Asset Management
New York
+$3.15M

Top Sellers

Rank Fund Capital Flow
1
CP
CenterBook Partners
Connecticut
-$7.47M
2
BlackRock
BlackRock
New York
-$6.22M
3
SEI Investments
SEI Investments
Pennsylvania
-$6.21M
4
Goldman Sachs
Goldman Sachs
New York
-$5.88M
5
Millennium Management
Millennium Management
New York
-$3.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$74.8M -$6.22M -280,857 -9%
American Century Companies
2
American Century Companies
Missouri
$61.1M +$7.66M +345,833 +17%
Vanguard Group
3
Vanguard Group
Pennsylvania
$37.8M -$638K -28,816 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$32.3M -$2.17M -98,152 -7%
BBCM
5
Broad Bay Capital Management
New York
$21.1M -$103K -4,669 -0.6%
State Street
6
State Street
Massachusetts
$20.7M -$1.93M -87,065 -10%
LCS
7
Levin Capital Strategies
New York
$18.5M +$5.01M +225,992 +44%
Invesco
8
Invesco
Georgia
$18M +$8.5M +383,926 +116%
PMG
9
Private Management Group
California
$14.7M +$534K +24,124 +4%
Citadel Advisors
10
Citadel Advisors
Florida
$11.7M -$2.69M -121,480 -21%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$11.3M -$1.2M -54,379 -11%
Charles Schwab
12
Charles Schwab
California
$9.44M +$2M +90,094 +32%
RA
13
Royce & Associates
New York
$9.33M -$666K -30,080 -7%
PCM
14
Portolan Capital Management
Massachusetts
$7.74M -$313K -14,117 -4%
IP
15
Interval Partners
New York
$7.55M +$1.31M +59,015 +24%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$7.23M +$1.63M +73,700 +34%
SC
17
Shellback Capital
Massachusetts
$7.12M – – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$6.85M +$2.91M +131,542 +93%
First Eagle Investment Management
19
First Eagle Investment Management
New York
$6.04M +$997K +45,000 +23%
Morgan Stanley
20
Morgan Stanley
New York
$6.03M +$659K +29,749 +14%
UBS Group
21
UBS Group
Switzerland
$4.95M -$2.44M -109,943 -36%
Northern Trust
22
Northern Trust
Illinois
$4.77M -$661K -29,821 -14%
IECM
23
Intrinsic Edge Capital Management
Illinois
$4.27M +$3.77M +170,000 New
DLP
24
De Lisle Partners
United Kingdom
$4.16M – – –
PCM
25
Peregrine Capital Management
Minnesota
$3.82M -$113K -5,100 -3%
1
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HZO Hedge Fund Activity: Q2 2025 in Review

158 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in MarineMax (HZO) for Q2 2025, worth a combined $498M — up 16% from $429M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HZO positions and 17 closed out — a net gain of 7 holders — while 51 added to existing stakes and 61 trimmed.

The largest buyer was Invesco, adding an estimated $8.5M. The largest seller was CenterBook Partners, cutting an estimated $7.47M.

  • 158 institutional investors held MarineMax (HZO) as of Q2 2025, up from 152 in Q1 2025.
  • Funds reported $498M of MarineMax stock for Q2 2025, up 16% quarter-over-quarter.
  • 24 funds opened new MarineMax positions in Q2 2025 and 17 closed out, a net change of +7 holders.
  • The largest MarineMax buyer in Q2 2025 was Invesco, an estimated $8.5M added.
  • The largest MarineMax seller in Q2 2025 was CenterBook Partners, an estimated $7.47M sold.

Based on aggregated 13F filings for Q2 2025.