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U-Haul Holding Co Series N

318 hedge funds and large institutions have $3.75B invested in U-Haul Holding Co Series N in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 109 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

4% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 109

0.41% less ownership

Funds ownership: 36.29%35.89% (-0.41%)

9% less capital invested

Capital invested by funds: $4.1B → $3.75B (-$355M)

Holders
318
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$120K
Puts
$78K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
226
Parallel Advisors
California
$117K
QCG
227
Quadrant Capital Group
Ohio
$110K
TRCT
228
Tower Research Capital (TRC)
New York
$96.5K
CT
229
Colonial Trust
South Carolina
$94.4K
BTI
230
Blue Trust Inc
Georgia
$93.4K
CCM
231
Coldstream Capital Management
Washington
$92.6K
S
232
SignatureFD
Georgia
$84.7K
Carson Wealth (CWM LLC)
233
Carson Wealth (CWM LLC)
Nebraska
$76K
WSFS
234
Wilmington Savings Fund Society
Delaware
$73.6K
CF
235
Corebridge Financial
Texas
$68.3K
SFI
236
Siemens Fonds Invest
Germany
$65.9K
PFG
237
Putney Financial Group
California
$54.3K
CFO
238
CVA Family Office
Colorado
$53.8K
QL
239
Quarry LP
New York
$53.7K
CIBC Private Wealth Group
240
CIBC Private Wealth Group
Georgia
$53.5K
FP
241
Financial Perspectives
Minnesota
$50.6K
KFI
242
Key Financial Inc
Pennsylvania
$50K
CIAS
243
Capital Investment Advisory Services
North Carolina
$47.9K
AF
244
Advisornet Financial
Minnesota
$45K
Jones Financial Companies
245
Jones Financial Companies
Missouri
$42.8K
GI
246
GAMMA Investing
California
$35K
CA
247
CoreCap Advisors
Michigan
$33.6K
FHA
248
First Horizon Advisors
Tennessee
$31.7K
OAM
249
Ostrum Asset Management
France
$25.4K
KSB
250
Kennebec Savings Bank
Maine
$24.3K