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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
Ohio Public Employees Retirement System (OPERS)
101
Ohio Public Employees Retirement System (OPERS)
Ohio
$29.9K +$2.54K +85 +8%
ISWM
102
Intesa Sanpaolo Wealth Management
$28.6K
GI
103
GAMMA Investing
California
$19.3K -$17.2K -575 -44%
GTAM
104
Global Trust Asset Management
Florida
$16.6K -$2.15K -72 -10%
SCM
105
Sterling Capital Management
North Carolina
$16K -$13.8K -461 -43%
Fifth Third Bancorp
106
Fifth Third Bancorp
Ohio
$11.9K +$13.5K +451 +6,443%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$11.1K -$686 -23 -5%
Simplex Trading
108
Simplex Trading
Illinois
$9.88K +$7.04K +236 +163%
BNP Paribas Asset Management
109
BNP Paribas Asset Management
France
$9.3K +$1.79K +60 +20%
FDCDDQ
110
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.07K
EWA
111
EverSource Wealth Advisors
Alabama
$8.79K +$60 +2 +0.6%
Nisa Investment Advisors
112
Nisa Investment Advisors
Missouri
$6.12K
QCG
113
Quadrant Capital Group
Ohio
$5.47K +$3.04K +102 +94%
HCA
114
Harbor Capital Advisors
Illinois
$5K +$119 +4 +2%
PA
115
Parallel Advisors
California
$3.06K +$3.52K +118 New
ASN
116
Advisory Services Network
Georgia
$2.59K +$2.98K +100 New
Optiver Holding
117
Optiver Holding
Netherlands
$2.54K -$477 -16 -14%
Group One Trading
118
Group One Trading
Illinois
$2.38K -$376K -12,593 -99%
Los Angeles Capital Management
119
Los Angeles Capital Management
California
$2.23K
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$2.13K +$2.45K +82 New
RIL
121
Rothschild Investment LLC
Illinois
$1.84K -$1.25K -42 -37%
CA
122
CoreCap Advisors
Michigan
$1.35K
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$1.35K +$1.55K +52 New
ACM
124
Aquatic Capital Management
Illinois
$1.3K -$258K -8,643 -99%
FFA
125
Farther Finance Advisors
California
$989 +$1.01K +34 +680%