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Malibu Boats

138 hedge funds and large institutions have $616M invested in Malibu Boats in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 52 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
-11
Holders Change %
-7.38%
% of All Funds
1.87%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
44
Reduced
52
Closed
25
Calls
$1.39M
Puts
$1.09M
Net Calls
+$294K
Net Calls Change
-$1.13M
Name Holding Trade Value Shares
Change
Shares
Change %
Capital World Investors
1
Capital World Investors
California
$49.8M
Wellington Management Group
2
Wellington Management Group
Massachusetts
$49.1M +$2.1M +68,354 +4%
BlackRock
3
BlackRock
New York
$48.6M -$1.22M -39,820 -2%
Pzena Investment Management
4
Pzena Investment Management
New York
$47.1M +$352K +11,486 +0.8%
CB
5
Cooke & Bieler
Pennsylvania
$41.9M +$685K +22,343 +2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$37.3M +$558K +18,187 +2%
Macquarie Group
7
Macquarie Group
Australia
$33.8M +$5.01M +163,204 +17%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$31.6M -$1.82M -59,360 -5%
Grantham, Mayo, Van Otterloo & Co (GMO)
9
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$25.8M +$3.72M +121,246 +17%
TLM
10
Twin Lions Management
Connecticut
$20.7M +$4.53M +147,528 +28%
LHC
11
Lodge Hill Capital
New York
$20M +$3.75M +122,160 +23%
American Century Companies
12
American Century Companies
Missouri
$17.8M +$29.6K +966 +0.2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$14.7M -$157K -5,105 -1%
State Street
14
State Street
Massachusetts
$13.9M -$460K -14,992 -3%
FWIA
15
Fort Washington Investment Advisors
Ohio
$12M -$50.6K -1,650 -0.4%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$11.1M +$1.81M +61,357 +20%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$10.3M -$3.2M -104,354 -24%
Fidelity International
18
Fidelity International
Bermuda
$8.88M -$1.53M -50,000 -15%
Bank of America
19
Bank of America
North Carolina
$8.43M -$860K -28,033 -9%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$7.62M +$2.1M +71,141 +38%
Charles Schwab
21
Charles Schwab
California
$6.74M +$1.51M +49,107 +29%
Morgan Stanley
22
Morgan Stanley
New York
$6.58M +$2.6M +84,783 +65%
Ameriprise
23
Ameriprise
Minnesota
$6.51M +$2.73M +89,000 +72%
Raymond James Financial
24
Raymond James Financial
Florida
$6.22M -$494K -16,088 -7%
OAM
25
Oberweis Asset Management
Illinois
$5.86M +$736K +24,000 +14%