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U-Haul Holding Co Series N

319 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 33 funds opening new positions, 131 increasing their positions, 105 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 (-$271M)

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
319
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
CI Investments Inc
251
CI Investments Inc
Ontario, Canada
$24K
CIAM
252
Caitong International Asset Management
Hong Kong
$23.3K
OAM
253
Ostrum Asset Management
France
$22.7K
KSB
254
Kennebec Savings Bank
Maine
$22.3K
Simplex Trading
255
Simplex Trading
Illinois
$22K
PTC
256
Private Trust Company
Ohio
$19.7K
NS
257
NBC Securities
Alabama
$19K
SPIA
258
Steward Partners Investment Advisory
New York
$18.7K
TRCT
259
Tower Research Capital (TRC)
New York
$17.9K
Fifth Third Bancorp
260
Fifth Third Bancorp
Ohio
$17.9K
WSFS
261
Wilmington Savings Fund Society
Delaware
$16.1K
PFG
262
Putney Financial Group
California
$16.1K
NA
263
NewEdge Advisors
Louisiana
$15.7K
AAP
264
Arax Advisory Partners
Colorado
$15K
UB
265
UMB Bank
Missouri
$13.5K
SWM
266
Spire Wealth Management
Virginia
$13.2K
SAM
267
Smartleaf Asset Management
Massachusetts
$12.7K
GIM
268
Glenmede Investment Management
Pennsylvania
$12.7K
YP
269
YANKCOM Partnership
South Dakota
$12K
NSIM
270
North Star Investment Management
Illinois
$11.3K
C
271
Covestor
United Kingdom
$11K
FFA
272
Farther Finance Advisors
California
$9.84K
BIA
273
Bell Investment Advisors
California
$9.57K
BIG
274
Brooklyn Investment Group
New York
$9.24K
HWM
275
Hemington Wealth Management
Virginia
$9K