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U-Haul Holding Co Series N

316 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 32 funds opening new positions, 130 increasing their positions, 104 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 (-$272M)

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
316
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
KSB
251
Kennebec Savings Bank
Maine
$22.3K
Simplex Trading
252
Simplex Trading
Illinois
$22K
PTC
253
Private Trust Company
Ohio
$19.7K
NS
254
NBC Securities
Alabama
$19K
SPIA
255
Steward Partners Investment Advisory
New York
$18.7K
TRCT
256
Tower Research Capital (TRC)
New York
$17.9K
Fifth Third Bancorp
257
Fifth Third Bancorp
Ohio
$17.9K
WSFS
258
Wilmington Savings Fund Society
Delaware
$16.1K
PFG
259
Putney Financial Group
California
$16.1K
NA
260
NewEdge Advisors
Louisiana
$15.7K
AAP
261
Arax Advisory Partners
Colorado
$15K
UB
262
UMB Bank
Missouri
$13.5K
SWM
263
Spire Wealth Management
Virginia
$13.2K
SAM
264
Smartleaf Asset Management
Massachusetts
$12.7K
GIM
265
Glenmede Investment Management
Pennsylvania
$12.7K
YP
266
YANKCOM Partnership
South Dakota
$12K
NSIM
267
North Star Investment Management
Illinois
$11.3K
C
268
Covestor
United Kingdom
$11K
FFA
269
Farther Finance Advisors
California
$9.84K
BIA
270
Bell Investment Advisors
California
$9.57K
BIG
271
Brooklyn Investment Group
New York
$9.24K
HWM
272
Hemington Wealth Management
Virginia
$9K
GSWM
273
Golden State Wealth Management
California
$8.5K
BBHC
274
Brown Brothers Harriman & Co
New York
$7.34K
WTC
275
WhitTier Trust Company
Nevada
$7.34K