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U-Haul Holding Co Series N

316 hedge funds and large institutions have $3.48B invested in U-Haul Holding Co Series N in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 130 increasing their positions, 104 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

7% less capital invested

Capital invested by funds: $3.75B → $3.48B (-$272M)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $407K

Holders
316
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$407K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
226
Comerica Bank
Texas
$122K
VI
227
Vestcor Inc
New Brunswick, Canada
$110K
PA
228
Parallel Advisors
California
$107K
BTI
229
Blue Trust Inc
Georgia
$89K
CT
230
Colonial Trust
South Carolina
$86.8K
EWA
231
EverSource Wealth Advisors
Alabama
$81.8K
S
232
SignatureFD
Georgia
$74.4K
Jones Financial Companies
233
Jones Financial Companies
Missouri
$73.5K
SFI
234
Siemens Fonds Invest
Germany
$60.5K
FDCDDQ
235
Federation des caisses Desjardins du Quebec
Quebec, Canada
$56.1K
Carson Wealth (CWM LLC)
236
Carson Wealth (CWM LLC)
Nebraska
$56K
CIBC Private Wealth Group
237
CIBC Private Wealth Group
Georgia
$50.9K
CFO
238
CVA Family Office
Colorado
$48.9K
FP
239
Financial Perspectives
Minnesota
$46.5K
MYIA
240
Mount Yale Investment Advisors
Colorado
$45.4K
N
241
Natixis
France
$40.8K
AF
242
Advisornet Financial
Minnesota
$39.7K
ACM
243
Aster Capital Management
United Arab Emirates
$39.6K
AAF
244
Andra AP-fonden
Sweden
$38.1K
CA
245
CoreCap Advisors
Michigan
$30.9K
FHA
246
First Horizon Advisors
Tennessee
$28.1K
Mirae Asset Global Investments
247
Mirae Asset Global Investments
South Korea
$26.4K
CI Investments Inc
248
CI Investments Inc
Ontario, Canada
$24K
CIAM
249
Caitong International Asset Management
Hong Kong
$23.3K
OAM
250
Ostrum Asset Management
France
$22.7K