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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 15 funds opening new positions, 44 increasing their positions, 53 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $1.09M

2.1% more ownership

Funds ownership: 100.06%102.15% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

8% less funds holding

Funds holding: 150138 (-12)

17% less capital invested

Capital invested by funds: $742M → $616M (-$126M)

17% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 53

42% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 26

Holders
138
Holders Change
-12
Holders Change %
-8%
% of All Funds
1.85%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
44
Reduced
53
Closed
26
Calls
$1.39M
Puts
$1.09M
Net Calls
+$294K
Net Calls Change
-$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$49.8M
Wellington Management Group
2
Wellington Management Group
Massachusetts
$49.1M +$2.36M +68,354 +4%
BlackRock
3
BlackRock
New York
$48.6M -$1.37M -39,820 -2%
Pzena Investment Management
4
Pzena Investment Management
New York
$47.1M +$396K +11,486 +0.8%
CB
5
Cooke & Bieler
Pennsylvania
$41.9M +$770K +22,343 +2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$37.3M +$627K +18,187 +2%
Macquarie Group
7
Macquarie Group
Australia
$33.8M +$5.63M +163,204 +17%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$31.6M -$2.05M -59,360 -5%
Grantham, Mayo, Van Otterloo & Co (GMO)
9
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$25.8M +$4.18M +121,246 +17%
TLM
10
Twin Lions Management
Connecticut
$20.7M +$5.09M +147,528 +28%
LHC
11
Lodge Hill Capital
New York
$20M +$4.21M +122,160 +23%
American Century Companies
12
American Century Companies
Missouri
$17.8M +$33.3K +966 +0.2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$14.7M -$176K -5,105 -1%
State Street
14
State Street
Massachusetts
$13.9M -$517K -14,992 -3%
FWIA
15
Fort Washington Investment Advisors
Ohio
$12M -$56.9K -1,650 -0.4%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$11.1M +$2.12M +61,357 +20%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$10.3M -$3.6M -104,354 -24%
Fidelity International
18
Fidelity International
Bermuda
$8.88M -$1.72M -50,000 -15%
Bank of America
19
Bank of America
North Carolina
$8.43M -$966K -28,033 -9%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$7.62M +$2.45M +71,141 +38%
Charles Schwab
21
Charles Schwab
California
$6.74M +$1.69M +49,107 +29%
Morgan Stanley
22
Morgan Stanley
New York
$6.58M +$2.92M +84,783 +65%
Ameriprise
23
Ameriprise
Minnesota
$6.51M +$3.07M +89,000 +72%
Raymond James Financial
24
Raymond James Financial
Florida
$6.22M -$555K -16,088 -7%
OAM
25
Oberweis Asset Management
Illinois
$5.86M +$827K +24,000 +14%

MBUU Hedge Fund Activity: Q1 2025 in Review

138 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q1 2025, worth a combined $616M — down 17% from $742M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of MBUU and 15 opened new positions — a net loss of 11 holders — while 53 trimmed existing stakes and 44 added.

The largest buyer was Macquarie Group, adding an estimated $5.63M. The largest seller was Goldman Sachs, cutting an estimated $3.62M.

  • 138 institutional investors held Malibu Boats (MBUU) as of Q1 2025, down from 150 in Q4 2024.
  • Funds reported $616M of Malibu Boats stock for Q1 2025, down 17% quarter-over-quarter.
  • 15 funds opened new Malibu Boats positions in Q1 2025 and 26 closed out, a net change of -11 holders.
  • The largest Malibu Boats buyer in Q1 2025 was Macquarie Group, an estimated $5.63M added.
  • The largest Malibu Boats seller in Q1 2025 was Goldman Sachs, an estimated $3.62M sold.

Based on aggregated 13F filings for Q1 2025.