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Malibu Boats
MBUU

Overview Fund Activity

146 hedge funds and large institutions have $637M invested in Malibu Boats in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+8
Holders Change %
+5.8%
% of All Funds
1.96%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
25
Increased
49
Reduced
43
Closed
16
Calls
$2.21M
Puts
$673K
Net Calls
+$1.53M
Net Calls Change
+$1.24M

Top Buyers

1
TLM
1
Twin Lions Management
Connecticut
$33.9M
2
Pzena Investment Management
2
Pzena Investment Management
New York
$52.4M
3
LHC
3
Lodge Hill Capital
New York
$24.6M
4
Bank of America
4
Bank of America
North Carolina
$11.3M
5
TCM
5
Tybourne Capital Management
Hong Kong
$2.09M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$39.5M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$22.1M
3
Raymond James Financial
3
Raymond James Financial
Florida
$2.89M
4
BlackRock
4
BlackRock
New York
$47.5M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
126
Osaic Holdings
Arizona
$3.26K -$358 -10 -10%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$2.98K – – –
LFG
128
Larson Financial Group
Missouri
$2.54K +$2.54K +81 New
TWC
129
TD Waterhouse Canada
Ontario, Canada
$2.06K – – –
CIAM
130
Caitong International Asset Management
Hong Kong
$1.85K +$533 +17 +40%
RIL
131
Rothschild Investment LLC
Illinois
$1.72K +$157 +5 +10%
IA
132
IFP Advisors
Florida
$1.66K -$276 – –
CA
133
CoreCap Advisors
Michigan
$1.63K +$1.63K +52 New
AAS
134
Ameritas Advisory Services
Nebraska
$1.16K +$1.16K +37 New
NS
135
NBC Securities
Alabama
$1K +$1K +57 New
FHA
136
First Horizon Advisors
Tennessee
$940 – – –
QT
137
Quantbot Technologies
New York
$721 -$372K -11,865 -100%
BIG
138
Brooklyn Investment Group
New York
$627 +$627 +20 New
TWD
139
True Wealth Design
Ohio
$596 +$314 +10 +111%
GRP
140
Global Retirement Partners
California
$595 +$595 +19 New
PFBT
141
Parkside Financial Bank & Trust
Missouri
$471 – – –
AF
142
Allworth Financial
California
$220 – – –
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$219 – – –
TPWA
144
Twin Peaks Wealth Advisors
California
$71 +$71 +2 New
GWSG
145
GPS Wealth Strategies Group
Colorado
$63 – – –
HNB
146
Huntington National Bank
Ohio
$31 – – –
Allspring Global Investments
147
Allspring Global Investments
North Carolina
– -$1.96M -63,878 Closed
GPGA
148
Grandeur Peak Global Advisors
Utah
– -$1.17M -38,105 Closed
SCM
149
Stadium Capital Management
Connecticut
– -$737K -24,009 Closed
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
– -$585K -19,076 Closed
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