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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
D.E. Shaw & Co
51
D.E. Shaw & Co
New York
$887K -$111K -3,729 -10%
BAM
52
Berkshire Asset Management
Pennsylvania
$859K +$44.8K +1,500 +5%
Franklin Resources
53
Franklin Resources
California
$840K +$598K +20,053 +162%
Universal-Beteiligungs- und Servicegesellschaft
54
Universal-Beteiligungs- und Servicegesellschaft
Germany
$785K +$7.04K +236 +0.8%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$785K +$312K +10,443 +53%
QCM
56
Quantinno Capital Management
New York
$759K +$83.4K +2,796 +11%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$744K +$856K +28,706 New
First Trust Advisors
58
First Trust Advisors
Illinois
$725K +$120K +4,024 +17%
Citadel Advisors
59
Citadel Advisors
Florida
$707K -$585K -19,606 -42%
Renaissance Technologies
60
Renaissance Technologies
New York
$696K -$312K -10,464 -28%
Balyasny Asset Management
61
Balyasny Asset Management
Illinois
$688K +$257K +8,624 +48%
XT
62
XTX Topco
Cayman Islands
$685K +$28.8K +964 +4%
Creative Planning
63
Creative Planning
Kansas
$674K +$466K +15,631 +151%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$632K -$58.1K -1,946 -7%
Arrowstreet Capital
65
Arrowstreet Capital
Massachusetts
$632K -$78.1K -2,618 -10%
JP Morgan Chase
66
JP Morgan Chase
New York
$631K -$35.2K -1,180 -5%
AllianceBernstein
67
AllianceBernstein
Tennessee
$620K
Barclays
68
Barclays
United Kingdom
$564K -$736K -24,668 -53%
I
69
InceptionR
California
$533K +$614K +20,565 New
VA
70
Vident Advisory
Georgia
$497K +$572K +19,156 New
T. Rowe Price Associates
71
T. Rowe Price Associates
Maryland
$478K +$92.8K +3,109 +20%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$473K -$4.12K -138 -0.8%
Deutsche Bank
73
Deutsche Bank
Germany
$455K +$55.5K +1,859 +12%
State of Wisconsin Investment Board
74
State of Wisconsin Investment Board
Wisconsin
$422K +$181K +6,078 +60%
Wells Fargo
75
Wells Fargo
California
$372K -$962K -32,256 -69%