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U-Haul Holding Co Series N

295 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, 94 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

5% less funds holding

Funds holding: 311295 (-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

Holders
295
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$390K
Puts
$260K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
226
Farther Finance Advisors
California
$27.4K
CA
227
CoreCap Advisors
Michigan
$26.9K
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$26K
RFP
229
Root Financial Partners
California
$21.8K
KSB
230
Kennebec Savings Bank
Maine
$18.4K
PWAM
231
Private Wealth Asset Management
Iowa
$17.3K
PTC
232
Private Trust Company
Ohio
$16.2K
DSC
233
Daytona Street Capital
Missouri
$16.2K
AF
234
Advisornet Financial
Minnesota
$16.1K
DWP
235
Destiny Wealth Partners
Florida
$15.4K
WSFS
236
Wilmington Savings Fund Society
Delaware
$13.3K
NA
237
NewEdge Advisors
Louisiana
$12.9K
SPIA
238
Steward Partners Investment Advisory
New York
$11.6K
YP
239
YANKCOM Partnership
South Dakota
$9.83K
SWM
240
Spire Wealth Management
Virginia
$9.25K
SAM
241
Smartleaf Asset Management
Massachusetts
$9.04K
VNT
242
Vanguard National Trust
Pennsylvania
$8.04K
PB
243
Pinnacle Bancorp
Nebraska
$7.86K
MCM
244
MAI Capital Management
Ohio
$7.33K
TRCT
245
Tower Research Capital (TRC)
New York
$7.15K
GSWM
246
Golden State Wealth Management
California
$7.01K
MPWT
247
MassMutual Private Wealth & Trust
Connecticut
$5.36K
UB
248
UMB Bank
Missouri
$5.36K
C
249
Covestor
United Kingdom
$5K
PFBT
250
Parkside Financial Bank & Trust
Missouri
$4.96K