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Malibu Boats

150 hedge funds and large institutions have $660M invested in Malibu Boats in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 35 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $638M → $660M (+$22M)

0.35% less ownership

Funds ownership: 105.96%105.62% (-0.35%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
150
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.09M
Puts
$2.27M
Net Calls
Net Calls Change

Top Buyers

1 +$5.52M
2 +$3.65M
3 +$3.25M
4
Ameriprise
Ameriprise
Minnesota
+$2.73M
5
Morgan Stanley
Morgan Stanley
New York
+$2.68M

Top Sellers

1 -$21.8M
2 -$6.81M
3 -$2.09M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$1.59M
5
UBS Group
UBS Group
Switzerland
-$1.58M
Name Holding Trade Value Shares
Change
Change in
Stake
NS
126
NBC Securities
Alabama
$3.54K
QT
127
Quantbot Technologies
New York
$3.25K
ASN
128
Advisory Services Network
Georgia
$3.25K
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$3.15K
Osaic Holdings
130
Osaic Holdings
Arizona
$2.87K
LFG
131
Larson Financial Group
Missouri
$2.63K
TWC
132
TD Waterhouse Canada
Ontario, Canada
$2.01K
Bessemer Group
133
Bessemer Group
New Jersey
$2K
RIL
134
Rothschild Investment LLC
Illinois
$1.92K
EWA
135
EverSource Wealth Advisors
Alabama
$1.82K
CA
136
CoreCap Advisors
Michigan
$1.69K
TIM
137
Tortoise Investment Management
New York
$1.3K
AAS
138
Ameritas Advisory Services
Nebraska
$1.2K
GRP
139
Global Retirement Partners
California
$617
TWD
140
True Wealth Design
Ohio
$617
PFBT
141
Parkside Financial Bank & Trust
Missouri
$487
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$422
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$422
FFA
144
Farther Finance Advisors
California
$162
PA
145
Parallel Advisors
California
$97
GWSG
146
GPS Wealth Strategies Group
Colorado
$65
TFM
147
TFC Financial Management
Massachusetts
$33
HNB
148
Huntington National Bank
Ohio
$32
CIBC Private Wealth Group
149
CIBC Private Wealth Group
Georgia
$32
TCM
150
Tybourne Capital Management
Hong Kong