UHAL.B icon

U-Haul Holding Co Series N
UHAL.B

Overview Fund Activity

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 38 funds opening new positions, 112 increasing their positions, 109 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
+8
Holders Change %
+2.58%
% of All Funds
4.32%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.18%
New
38
Increased
112
Reduced
109
Closed
25
Calls
$120K
Puts
$78K
Net Calls
+$42K
Net Calls Change
-$1.14M

Top Buyers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$135M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$244M
3
TSW
Thompson Siegel & Walmsley
Virginia
$25.9M
4
PP
Pertento Partners
United Kingdom
$58.1M
5
Northern Trust
Northern Trust
Illinois
$47.6M

Top Sellers

1
EC
Eminence Capital
New York
$0
2
IC
Impactive Capital
New York
$0
3
UBS AM
UBS AM
Illinois
$5.79M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$525K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$208M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI Investments Inc
251
CI Investments Inc
Ontario, Canada
$24K -$1.47K -25 -6%
FDCDDQ
252
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.6K +$23.6K +398 New
SAM
253
Smartleaf Asset Management
Massachusetts
$23K +$177 +3 +0.8%
CIAM
254
Caitong International Asset Management
Hong Kong
$22K +$22K +372 New
PTC
255
Private Trust Company
Ohio
$21.5K +$15.1K +255 +236%
SPIA
256
Steward Partners Investment Advisory
New York
$20.4K – – –
BIG
257
Brooklyn Investment Group
New York
$19.4K +$11.4K +193 +143%
RTC
258
Riverview Trust Company
Washington
$18.2K – – –
Simplex Trading
259
Simplex Trading
Illinois
$18K +$18K +318 New
NA
260
NewEdge Advisors
Louisiana
$17K -$2.49K -42 -13%
SWM
261
Spire Wealth Management
Virginia
$15.9K +$3.61K +61 +29%
QC
262
Quent Capital
New York
$15.3K -$18.9K -319 -55%
NS
263
NBC Securities
Alabama
$15K +$15K +265 New
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 +$3.81K +65 +46%
Fifth Third Bancorp
269
Fifth Third Bancorp
Ohio
$11.1K -$12.5K -211 -53%
C
270
Covestor
United Kingdom
$11K +$170 +3 +2%
BIA
271
Bell Investment Advisors
California
$9.88K – – –
AAP
272
Arax Advisory Partners
Colorado
$9.77K +$1.3K +22 +15%
GSWM
273
Golden State Wealth Management
California
$9.25K – – –
N
274
Natixis
France
$8.68K +$8.68K +146 New
WTC
275
WhitTier Trust Company
Nevada
$7.99K +$7.99K +135 New
9 10
11
12 13