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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
Northern Trust
26
Northern Trust
Illinois
$4.31M +$155K +5,210 +3%
Goldman Sachs
27
Goldman Sachs
New York
$3.35M -$330K -11,056 -8%
BCM
28
Bridgeway Capital Management
Texas
$3.31M +$3.81M +127,535 New
Raymond James Financial
29
Raymond James Financial
Florida
$3.27M +$1.29M +43,312 +52%
VFT
30
Vanguard Fiduciary Trust
Pennsylvania
$3.19M +$3.67M +123,030 New
DLP
31
De Lisle Partners
United Kingdom
$3.02M
LCM
32
Landscape Capital Management
New Jersey
$2.53M +$2.92M +97,758 New
EF
33
Empowered Funds
Pennsylvania
$2.32M +$2.67M +89,548 New
Jacobs Levy Equity Management
34
Jacobs Levy Equity Management
New Jersey
$2.19M +$2.01M +67,463 +396%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$2.12M +$123K +4,112 +5%
UBS Group
36
UBS Group
Switzerland
$2.11M -$393K -13,163 -14%
SEI Investments
37
SEI Investments
Pennsylvania
$1.74M +$697K +23,377 +54%
WAM
38
Wilson Asset Management
Australia
$1.48M +$298K +10,000 +21%
ETC
39
Exchange Traded Concepts
Oklahoma
$1.36M +$496K +16,632 +47%
HA
40
Homestead Advisers
Virginia
$1.25M
CP
41
CenterBook Partners
Connecticut
$1.23M +$879K +29,457 +162%
UBS AM
42
UBS AM
Illinois
$1.21M +$51.1K +1,714 +4%
Invesco
43
Invesco
Georgia
$1.09M -$326K -10,925 -21%
VIM
44
Villanova Investment Management
Pennsylvania
$1.07M -$457K -15,332 -27%
N
45
Nuveen
North Carolina
$1.06M +$7.97K +267 +0.7%
Ameriprise
46
Ameriprise
Minnesota
$1.06M -$8.15M -273,189 -87%
Two Sigma Investments
47
Two Sigma Investments
New York
$1.04M -$1.59M -53,274 -57%
Swiss National Bank
48
Swiss National Bank
Switzerland
$972K
Credit Agricole
49
Credit Agricole
France
$907K +$1.04M +35,000 New
AQR Capital Management
50
AQR Capital Management
Connecticut
$892K -$192K -6,428 -16%