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Malibu Boats

135 hedge funds and large institutions have $499M invested in Malibu Boats in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 46 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.02% more ownership

Funds ownership: 101.52%103.54% (+2%)

2% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 46

6% less funds holding

Funds holding: 144135 (-9)

9% less capital invested

Capital invested by funds: $550M → $499M (-$51.1M)

23% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 26

49% less call options, than puts

Call options by funds: $1.1M | Put options by funds: $2.16M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
135
Holders Change
-9
Holders Change %
-6.25%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
20
Increased
47
Reduced
46
Closed
26
Calls
$1.1M
Puts
$2.16M
Net Calls
-$1.06M
Net Calls Change
-$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Pzena Investment Management
1
Pzena Investment Management
New York
$44M -$731K -24,500 -1%
CB
2
Cooke & Bieler
Pennsylvania
$38.6M -$2.35M -78,741 -5%
BlackRock
3
BlackRock
New York
$37.5M +$25.2K +845 +0.1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$36.4M -$8.49M -284,692 -17%
TLM
5
Twin Lions Management
Connecticut
$28.9M -$741K -24,852 -2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$25.1M +$1.57M +52,635 +6%
NAMI
7
Nomura Asset Management International
Pennsylvania
$23.7M -$2.3M -77,105 -8%
LHC
8
Lodge Hill Capital
New York
$23.5M
VCM
9
Vanguard Capital Management
Pennsylvania
$20.7M +$23.8M +798,418 New
FWIA
10
Fort Washington Investment Advisors
Ohio
$18M +$877K +29,390 +4%
American Century Companies
11
American Century Companies
Missouri
$15.1M +$1.73M +58,079 +11%
Capital World Investors
12
Capital World Investors
California
$13.4M -$2.69M -90,067 -15%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$12.3M +$14.2M +475,796 New
Geode Capital Management
14
Geode Capital Management
Massachusetts
$11.7M +$3.1K +104 +0%
State Street
15
State Street
Massachusetts
$11.5M -$44.3K -1,485 -0.3%
Charles Schwab
16
Charles Schwab
California
$10.4M -$832K -27,880 -6%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$10.2M -$1.38M -46,413 -11%
Bank of America
18
Bank of America
North Carolina
$8.89M +$3.15M +105,734 +45%
Morgan Stanley
19
Morgan Stanley
New York
$7.37M -$1.7M -56,981 -17%
Grantham, Mayo, Van Otterloo & Co (GMO)
20
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$7.02M -$259K -8,695 -3%
AI
21
Atom Investors
Texas
$6.01M +$1.37M +45,798 +25%
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$5.64M -$1.41M -47,237 -18%
MIM
23
Meros Investment Management
Texas
$5.58M +$1.71M +57,319 +36%
VPM
24
Vanguard Portfolio Management
Pennsylvania
$4.77M +$5.49M +183,884 New
Fidelity Investments
25
Fidelity Investments
Massachusetts
$4.57M +$8.83K +296 +0.2%