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U-Haul Holding Co Series N

330 hedge funds and large institutions have $3.31B invested in U-Haul Holding Co Series N in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 108 increasing their positions, 120 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

10% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 120

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

92% less call options, than puts

Call options by funds: $270K | Put options by funds: $3.3M

Holders
330
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$270K
Puts
$3.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
226
Baird Financial Group
Wisconsin
$213K
SWP
227
Stratos Wealth Partners
Ohio
$205K
AWA
228
Aaron Wealth Advisors
Illinois
$202K
BWP
229
BSW Wealth Partners
Colorado
$201K
SCM
230
Sterling Capital Management
North Carolina
$200K
AWM
231
AE Wealth Management
Kansas
$199K
Northwestern Mutual Wealth Management
232
Northwestern Mutual Wealth Management
Wisconsin
$196K
Royal London Asset Management
233
Royal London Asset Management
United Kingdom
$192K
MIM
234
MetLife Investment Management
New Jersey
$179K
US Bancorp
235
US Bancorp
Minnesota
$165K
PNC Financial Services Group
236
PNC Financial Services Group
Pennsylvania
$153K
GI
237
GAMMA Investing
California
$146K
LI
238
LRI Investments
Florida
$131K
SO
239
STRS Ohio
Ohio
$123K
RIL
240
Rothschild Investment LLC
Illinois
$118K
Comerica Bank
241
Comerica Bank
Texas
$110K
VI
242
Vestcor Inc
New Brunswick, Canada
$103K
BTI
243
Blue Trust Inc
Georgia
$93.1K
QCG
244
Quadrant Capital Group
Ohio
$92.1K
PA
245
Parallel Advisors
California
$87.2K
CT
246
Colonial Trust
South Carolina
$81.4K
TRCT
247
Tower Research Capital (TRC)
New York
$80.7K
Simplex Trading
248
Simplex Trading
Illinois
$71K
S
249
SignatureFD
Georgia
$69.6K
SFI
250
Siemens Fonds Invest
Germany
$69.2K