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U-Haul Holding Co Series N

319 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 33 funds opening new positions, 131 increasing their positions, 105 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 (-$271M)

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
319
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
LI
226
LRI Investments
Florida
$156K
PWAM
227
Private Wealth Asset Management
Iowa
$148K
RIL
228
Rothschild Investment LLC
Illinois
$125K
Comerica Bank
229
Comerica Bank
Texas
$122K
VI
230
Vestcor Inc
New Brunswick, Canada
$110K
PA
231
Parallel Advisors
California
$107K
BTI
232
Blue Trust Inc
Georgia
$89K
CT
233
Colonial Trust
South Carolina
$86.8K
EWA
234
EverSource Wealth Advisors
Alabama
$81.8K
S
235
SignatureFD
Georgia
$74.4K
Jones Financial Companies
236
Jones Financial Companies
Missouri
$73.5K
SFI
237
Siemens Fonds Invest
Germany
$60.5K
FDCDDQ
238
Federation des caisses Desjardins du Quebec
Quebec, Canada
$56.1K
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$56K
CIBC Private Wealth Group
240
CIBC Private Wealth Group
Georgia
$50.9K
CFO
241
CVA Family Office
Colorado
$48.9K
FP
242
Financial Perspectives
Minnesota
$46.5K
MYIA
243
Mount Yale Investment Advisors
Colorado
$45.4K
N
244
Natixis
France
$40.8K
AF
245
Advisornet Financial
Minnesota
$39.7K
ACM
246
Aster Capital Management
United Arab Emirates
$39.6K
AAF
247
Andra AP-fonden
Sweden
$38.1K
CA
248
CoreCap Advisors
Michigan
$30.9K
FHA
249
First Horizon Advisors
Tennessee
$28.1K
Mirae Asset Global Investments
250
Mirae Asset Global Investments
South Korea
$26.4K