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U-Haul Holding Co Series N

318 hedge funds and large institutions have $3.75B invested in U-Haul Holding Co Series N in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 109 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

4% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 109

0.41% less ownership

Funds ownership: 36.29%35.89% (-0.41%)

9% less capital invested

Capital invested by funds: $4.1B → $3.75B (-$355M)

Holders
318
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$120K
Puts
$78K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
251
CI Investments Inc
Ontario, Canada
$24K
FDCDDQ
252
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.6K
SAM
253
Smartleaf Asset Management
Massachusetts
$23K
CIAM
254
Caitong International Asset Management
Hong Kong
$22K
PTC
255
Private Trust Company
Ohio
$21.5K
SPIA
256
Steward Partners Investment Advisory
New York
$20.4K
BIG
257
Brooklyn Investment Group
New York
$19.4K
RTC
258
Riverview Trust Company
Washington
$18.2K
Simplex Trading
259
Simplex Trading
Illinois
$18K
NA
260
NewEdge Advisors
Louisiana
$17K
SWM
261
Spire Wealth Management
Virginia
$15.9K
QC
262
Quent Capital
New York
$15.3K
NS
263
NBC Securities
Alabama
$15K
UB
264
UMB Bank
Missouri
$14.2K
LC
265
Lindbrook Capital
California
$13.8K
IA
266
IFP Advisors
Florida
$13.7K
YP
267
YANKCOM Partnership
South Dakota
$13K
HWM
268
Hemington Wealth Management
Virginia
$12K
Fifth Third Bancorp
269
Fifth Third Bancorp
Ohio
$11.1K
C
270
Covestor
United Kingdom
$11K
BIA
271
Bell Investment Advisors
California
$9.88K
AAP
272
Arax Advisory Partners
Colorado
$9.77K
GSWM
273
Golden State Wealth Management
California
$9.25K
N
274
Natixis
France
$8.68K
WTC
275
WhitTier Trust Company
Nevada
$7.99K