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Malibu Boats
MBUU

147 hedge funds and large institutions have $638M invested in Malibu Boats in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $2.21M | Put options by funds: $673K

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

11% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 44

7% more funds holding

Funds holding: 138 → 147 (+9)

3.81% more ownership

Funds ownership: 102.15% → 105.96% (+3.8%)

4% more capital invested

Capital invested by funds: $616M → $638M (+$21.8M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
147
Holders Change
+9
Holders Change %
+6.52%
% of All Funds
1.94%
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
44
Closed
16
Calls
$2.21M
Puts
$673K
Net Calls
+$1.53M
Net Calls Change
+$1.24M

Top Buyers

Rank Fund Capital Flow
1
TLM
Twin Lions Management
Connecticut
+$12.2M
2
Pzena Investment Management
Pzena Investment Management
New York
+$4.1M
3
LHC
Lodge Hill Capital
New York
+$3.98M
4
Bank of America
Bank of America
North Carolina
+$2.6M
5
TCM
Tybourne Capital Management
Hong Kong
+$2.01M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$10.3M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$4.07M
3
Raymond James Financial
Raymond James Financial
Florida
-$3.33M
4
BlackRock
BlackRock
New York
-$1.99M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$1.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
126
Arax Advisory Partners
Colorado
$3.82K +$3.67K +122 New
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$2.98K – – –
LFG
128
Larson Financial Group
Missouri
$2.54K +$2.44K +81 New
Osaic Holdings
129
Osaic Holdings
Arizona
$2.34K -$782 -26 -26%
TWC
130
TD Waterhouse Canada
Ontario, Canada
$2.06K – – –
CIAM
131
Caitong International Asset Management
Hong Kong
$1.85K +$511 +17 +40%
RIL
132
Rothschild Investment LLC
Illinois
$1.72K +$150 +5 +10%
IA
133
IFP Advisors
Florida
$1.66K – – –
CA
134
CoreCap Advisors
Michigan
$1.63K +$1.56K +52 New
AAS
135
Ameritas Advisory Services
Nebraska
$1.16K +$1.11K +37 New
NS
136
NBC Securities
Alabama
$1K +$1.72K +57 New
FHA
137
First Horizon Advisors
Tennessee
$940 – – –
QT
138
Quantbot Technologies
New York
$721 -$357K -11,865 -100%
BIG
139
Brooklyn Investment Group
New York
$627 +$602 +20 New
TWD
140
True Wealth Design
Ohio
$596 +$301 +10 +111%
GRP
141
Global Retirement Partners
California
$595 +$572 +19 New
PFBT
142
Parkside Financial Bank & Trust
Missouri
$471 – – –
AF
143
Allworth Financial
California
$220 – – –
Fifth Third Bancorp
144
Fifth Third Bancorp
Ohio
$219 – – –
TPWA
145
Twin Peaks Wealth Advisors
California
$71 +$60 +2 New
GWSG
146
GPS Wealth Strategies Group
Colorado
$63 – – –
HNB
147
Huntington National Bank
Ohio
$31 – – –
Allspring Global Investments
148
Allspring Global Investments
North Carolina
– -$1.96M -63,878 Closed
GPGA
149
Grandeur Peak Global Advisors
Utah
– -$1.17M -38,105 Closed
SCM
150
Stadium Capital Management
Connecticut
– -$737K -24,009 Closed
3 4 5
6
7

MBUU Hedge Fund Activity: Q2 2025 in Review

147 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q2 2025, worth a combined $638M — up 3.5% from $616M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new MBUU positions and 16 closed out — a net gain of 9 holders — while 49 added to existing stakes and 44 trimmed.

The largest buyer was Twin Lions Management, adding an estimated $12.2M. The largest seller was Wellington Management Group, cutting an estimated $10.3M.

  • 147 institutional investors held Malibu Boats (MBUU) as of Q2 2025, up from 138 in Q1 2025.
  • Funds reported $638M of Malibu Boats stock for Q2 2025, up 3.5% quarter-over-quarter.
  • 25 funds opened new Malibu Boats positions in Q2 2025 and 16 closed out, a net change of +9 holders.
  • The largest Malibu Boats buyer in Q2 2025 was Twin Lions Management, an estimated $12.2M added.
  • The largest Malibu Boats seller in Q2 2025 was Wellington Management Group, an estimated $10.3M sold.

Based on aggregated 13F filings for Q2 2025.