We are live on ! Find out more
MBUU icon

Malibu Boats

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: 138147 (+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: 33 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Pzena Investment Management
1
Pzena Investment Management
New York
$52.4M +$4.1M +136,138 +9%
Capital World Investors
2
Capital World Investors
California
$50.9M
BlackRock
3
BlackRock
New York
$47.5M -$1.99M -65,978 -4%
CB
4
Cooke & Bieler
Pennsylvania
$43.1M +$238K +7,910 +0.6%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$39.5M -$10.3M -341,092 -21%
Vanguard Group
6
Vanguard Group
Pennsylvania
$37.7M -$365K -12,126 -1%
Macquarie Group
7
Macquarie Group
Australia
$33.9M -$625K -20,769 -2%
TLM
8
Twin Lions Management
Connecticut
$33.9M +$12.2M +405,838 +60%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$30.8M -$1.43M -47,647 -5%
LHC
10
Lodge Hill Capital
New York
$24.6M +$3.98M +132,340 +20%
Grantham, Mayo, Van Otterloo & Co (GMO)
11
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$22.1M -$4.07M -135,228 -16%
American Century Companies
12
American Century Companies
Missouri
$17.6M -$582K -19,353 -3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$14.4M -$589K -19,567 -4%
State Street
14
State Street
Massachusetts
$14.2M -$34.4K -1,144 -0.3%
FWIA
15
Fort Washington Investment Advisors
Ohio
$12.3M +$12.8K +426 +0.1%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$11.8M +$31.5K +1,047 +0.3%
Bank of America
17
Bank of America
North Carolina
$11.3M +$2.6M +86,526 +31%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$11.1M +$494K +16,422 +5%
Fidelity International
19
Fidelity International
Bermuda
$9.07M
Charles Schwab
20
Charles Schwab
California
$8.77M +$1.81M +60,172 +27%
OAM
21
Oberweis Asset Management
Illinois
$7.47M +$1.42M +47,300 +25%
Ameriprise
22
Ameriprise
Minnesota
$7.09M +$426K +14,148 +7%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$7.06M -$1.16M -38,596 -15%
Morgan Stanley
24
Morgan Stanley
New York
$6.74M +$19.4K +646 +0.3%
Northern Trust
25
Northern Trust
Illinois
$5.62M -$238K -7,922 -4%

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.