U-Haul Holding Co Series N
UHAL.B
296 hedge funds and large institutions have $2.81B invested in U-Haul Holding Co Series N in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 114 increasing their positions, 95 reducing their positions, and 47 closing their positions.
50% more call options, than puts
Call options by funds: $390K | Put options by funds: $260K
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
20% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 95
0.44% less ownership
Funds ownership: 36.03% → 35.59% (-0.44%)
5% less funds holding
Funds holding: 312 → 296 (-16)
6% less capital invested
Capital invested by funds: $2.97B → $2.81B (-$166M)
19% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 47
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM
Wallace Capital Management
Dallas,
Texas
|
+$25.7M |
| 2 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
+$20.6M |
| 3 |
D.E. Shaw & Co
New York
|
+$17.4M |
| 4 |
DG
DigitalBridge Group
Boca Raton,
Florida
|
+$16.5M |
| 5 |
TCM
Tensile Capital Management
Larkspur,
California
|
+$15.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Southpoint Capital Advisors
New York
|
-$36.1M |
| 2 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
-$16.1M |
| 3 |
SCM
Smead Capital Management
Phoenix,
Arizona
|
-$15.2M |
| 4 |
ECM
Estuary Capital Management
Wayzata,
Minnesota
|
-$13M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$12.2M |
UHAL.B Hedge Fund Activity: Q1 2026 in Review
296 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co Series N (UHAL.B) for Q1 2026, worth a combined $2.81B — down 5.6% from $2.97B a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of UHAL.B and 38 opened new positions — a net loss of 9 holders — while 95 trimmed existing stakes and 114 added.
The largest buyer was Wallace Capital Management, opening a new position worth an estimated $25.7M. The largest seller was Southpoint Capital Advisors, cutting an estimated $36.1M.
- 296 institutional investors held U-Haul Holding Co Series N (UHAL.B) as of Q1 2026, down from 312 in Q4 2025.
- Funds reported $2.81B of U-Haul Holding Co Series N stock for Q1 2026, down 5.6% quarter-over-quarter.
- 38 funds opened new U-Haul Holding Co Series N positions in Q1 2026 and 47 closed out, a net change of -9 holders.
- The largest U-Haul Holding Co Series N buyer in Q1 2026 was Wallace Capital Management, an estimated $25.7M added.
- The largest U-Haul Holding Co Series N seller in Q1 2026 was Southpoint Capital Advisors, an estimated $36.1M sold.
Based on aggregated 13F filings for Q1 2026.