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Malibu Boats

153 hedge funds and large institutions have $660M invested in Malibu Boats in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 59 increasing their positions, 35 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $4.09M | Put options by funds: $2.27M

69% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 35

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

4% more funds holding

Funds holding: 147153 (+6)

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
153
Holders Change
+6
Holders Change %
+4.08%
% of All Funds
2.01%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
27
Increased
59
Reduced
35
Closed
20
Calls
$4.09M
Puts
$2.27M
Net Calls
+$1.82M
Net Calls Change
+$290K
Name Holding Trade Value Shares
Change
Change in
Stake
NS
126
NBC Securities
Alabama
$3.54K +$1.78K +52 +91%
QT
127
Quantbot Technologies
New York
$3.25K +$2.63K +77 +335%
ASN
128
Advisory Services Network
Georgia
$3.25K +$3.42K +100 New
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$3.15K +$68 +2 +2%
Osaic Holdings
130
Osaic Holdings
Arizona
$2.87K +$444 +13 +17%
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 +$1.71K +50 New
RIL
134
Rothschild Investment LLC
Illinois
$1.92K +$137 +4 +7%
EWA
135
EverSource Wealth Advisors
Alabama
$1.82K -$11.1K -324 -85%
CA
136
CoreCap Advisors
Michigan
$1.69K
TIM
137
Tortoise Investment Management
New York
$1.3K +$1.37K +40 New
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
AF
142
Allworth Financial
California
$455 +$239 +7 +100%
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$422 +$205 +6 +86%
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$422 +$444 +13 New
EP
145
Essential Partners
California
$227 +$239 +7 New
FFA
146
Farther Finance Advisors
California
$162 +$171 +5 New
IA
147
IFP Advisors
Florida
$130 +$137 +4 New
PA
148
Parallel Advisors
California
$97 +$103 +3 New
GWSG
149
GPS Wealth Strategies Group
Colorado
$65
TFM
150
TFC Financial Management
Massachusetts
$33 +$34 +1 New

MBUU Hedge Fund Activity: Q3 2025 in Review

153 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q3 2025, worth a combined $660M — up 3.5% from $638M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new MBUU positions and 20 closed out — a net gain of 7 holders — while 59 added to existing stakes and 35 trimmed.

The largest buyer was Cooke & Bieler, adding an estimated $5.82M. The largest seller was Capital World Investors, cutting an estimated $23M.

  • 153 institutional investors held Malibu Boats (MBUU) as of Q3 2025, up from 147 in Q2 2025.
  • Funds reported $660M of Malibu Boats stock for Q3 2025, up 3.5% quarter-over-quarter.
  • 27 funds opened new Malibu Boats positions in Q3 2025 and 20 closed out, a net change of +7 holders.
  • The largest Malibu Boats buyer in Q3 2025 was Cooke & Bieler, an estimated $5.82M added.
  • The largest Malibu Boats seller in Q3 2025 was Capital World Investors, an estimated $23M sold.

Based on aggregated 13F filings for Q3 2025.