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U-Haul Holding Co Series N
UHAL.B

Overview Fund Activity

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
Holders
316
Holders Change
-2
Holders Change %
-0.63%
% of All Funds
4.24%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.15%
New
32
Increased
130
Reduced
104
Closed
29
Calls
–
Puts
$407K
Net Calls
-$407K
Net Calls Change
-$449K

Top Buyers

1
SCM
Smead Capital Management
Arizona
+$24M
2
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$15M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$11.3M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$9.36M
5
TSW
Thompson Siegel & Walmsley
Virginia
+$6.54M

Top Sellers

1
SI
Scharf Investments
California
-$50.7M
2
TFM
Trian Fund Management
New York
-$42.8M
3
Northern Trust
Northern Trust
Illinois
-$11.4M
4
LPC
Long Pond Capital
New York
-$11.1M
5
FCI
Financial Counselors Inc
Kansas
-$8.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
KSB
251
Kennebec Savings Bank
Maine
$22.3K – – –
Simplex Trading
252
Simplex Trading
Illinois
$22K +$5.46K +105 +33%
PTC
253
Private Trust Company
Ohio
$19.7K – – –
NS
254
NBC Securities
Alabama
$19K +$4.61K +85 +32%
SPIA
255
Steward Partners Investment Advisory
New York
$18.7K – – –
TRCT
256
Tower Research Capital (TRC)
New York
$17.9K -$70.7K -1,301 -80%
Fifth Third Bancorp
257
Fifth Third Bancorp
Ohio
$17.9K +$7.67K +141 +75%
WSFS
258
Wilmington Savings Fund Society
Delaware
$16.1K -$51.4K -946 -76%
PFG
259
Putney Financial Group
California
$16.1K -$33.8K -621 -68%
NA
260
NewEdge Advisors
Louisiana
$15.7K – – –
AAP
261
Arax Advisory Partners
Colorado
$15K +$6.04K +111 +67%
UB
262
UMB Bank
Missouri
$13.5K +$435 +8 +3%
SWM
263
Spire Wealth Management
Virginia
$13.2K -$1.36K -25 -9%
SAM
264
Smartleaf Asset Management
Massachusetts
$12.7K -$8.77K -159 -41%
GIM
265
Glenmede Investment Management
Pennsylvania
$12.7K +$12.7K +234 New
YP
266
YANKCOM Partnership
South Dakota
$12K – – –
NSIM
267
North Star Investment Management
Illinois
$11.3K +$5.44K +100 +93%
C
268
Covestor
United Kingdom
$11K -$57 -1 -0.5%
FFA
269
Farther Finance Advisors
California
$9.84K +$3.53K +65 +56%
BIA
270
Bell Investment Advisors
California
$9.57K +$489 +9 +5%
BIG
271
Brooklyn Investment Group
New York
$9.24K -$8.59K -158 -48%
HWM
272
Hemington Wealth Management
Virginia
$9K -$1.08K -22 -11%
GSWM
273
Golden State Wealth Management
California
$8.5K – – –
BBHC
274
Brown Brothers Harriman & Co
New York
$7.34K +$7.34K +135 New
WTC
275
WhitTier Trust Company
Nevada
$7.34K – – –
9 10
11
12 13