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U-Haul Holding Co Series N

328 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 47 funds opening new positions, 107 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: $ → $

11% less repeat investments, than reductions

Existing positions increased: 107 | 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
328
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
EWA
251
EverSource Wealth Advisors
Alabama
$59.4K
FC
252
Financial Consulate
Maryland
$49.5K
CIBC Private Wealth Group
253
CIBC Private Wealth Group
Georgia
$47.9K
N
254
Natixis
France
$46.1K
CFO
255
CVA Family Office
Colorado
$45.8K
Rockefeller Capital Management
256
Rockefeller Capital Management
New York
$44K
FP
257
Financial Perspectives
Minnesota
$43.5K
AF
258
Advisornet Financial
Minnesota
$36.7K
CA
259
CoreCap Advisors
Michigan
$28.9K
FFA
260
Farther Finance Advisors
California
$28.1K
CI Investments Inc
261
CI Investments Inc
Ontario, Canada
$26K
WANY
262
Wealthspire Advisors (New York)
New York
$23.6K
KSB
263
Kennebec Savings Bank
Maine
$20.9K
OAM
264
Ostrum Asset Management
France
$20.6K
SWM
265
Spire Wealth Management
Virginia
$20.2K
PWAM
266
Private Wealth Asset Management
Iowa
$19.7K
PTC
267
Private Trust Company
Ohio
$18.5K
NS
268
NBC Securities
Alabama
$17.8K
SPIA
269
Steward Partners Investment Advisory
New York
$17.5K
WSFS
270
Wilmington Savings Fund Society
Delaware
$15.1K
NA
271
NewEdge Advisors
Louisiana
$14.7K
SAM
272
Smartleaf Asset Management
Massachusetts
$14.5K
RBI
273
Raiffeisen Bank International
Austria
$14.3K
RFP
274
Root Financial Partners
California
$14K
Fifth Third Bancorp
275
Fifth Third Bancorp
Ohio
$12.6K