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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
Pzena Investment Management
1
Pzena Investment Management
New York
$54.5M +$317K +9,267 +0.6%
CB
2
Cooke & Bieler
Pennsylvania
$50.1M +$5.82M +170,178 +12%
BlackRock
3
BlackRock
New York
$47.7M -$1.59M -46,585 -3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$43.1M +$2.31M +67,682 +5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$37.5M -$1.68M -49,009 -4%
Macquarie Group
6
Macquarie Group
Australia
$35M -$162K -4,733 -0.4%
TLM
7
Twin Lions Management
Connecticut
$34.1M -$964K -28,199 -3%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$31.9M +$37.4K +1,093 +0.1%
Capital World Investors
9
Capital World Investors
California
$30.8M -$23M -673,182 -41%
LHC
10
Lodge Hill Capital
New York
$28.7M +$3.42M +100,000 +13%
American Century Companies
11
American Century Companies
Missouri
$17.9M -$367K -10,740 -2%
FWIA
12
Fort Washington Investment Advisors
Ohio
$16.4M +$3.85M +112,561 +29%
Grantham, Mayo, Van Otterloo & Co (GMO)
13
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$16.1M -$7.17M -209,764 -30%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$14.8M -$179K -5,236 -1%
State Street
15
State Street
Massachusetts
$14.6M -$87.6K -2,563 -0.6%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$13.5M +$1.32M +38,668 +10%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$12.2M +$820K +24,005 +7%
Charles Schwab
18
Charles Schwab
California
$11.2M +$2.2M +64,369 +23%
Bank of America
19
Bank of America
North Carolina
$10.8M -$997K -29,158 -8%
Ameriprise
20
Ameriprise
Minnesota
$10.1M +$2.88M +84,146 +37%
Morgan Stanley
21
Morgan Stanley
New York
$9.66M +$2.82M +82,528 +38%
Fidelity International
22
Fidelity International
Bermuda
$9.39M
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$8.79M +$1.79M +52,244 +24%
OAM
24
Oberweis Asset Management
Illinois
$7.73M
Fidelity Investments
25
Fidelity Investments
Massachusetts
$5.74M +$1.39M +40,729 +30%

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.