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U-Haul Holding Co Series N

307 hedge funds and large institutions have $2.96B invested in U-Haul Holding Co Series N in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 93 increasing their positions, 127 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

27% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 127

32% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 69

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
307
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.54M
Puts
$285K
Net Calls
Net Calls Change

Top Buyers

1 +$20.1M
2 +$19.7M
3 +$16.5M
4
Jane Street
Jane Street
New York
+$11.4M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$9.69M

Top Sellers

1 -$44.3M
2 -$28.2M
3 -$14.5M
4
TCA
Troluce Capital Advisors
Puerto Rico
-$11.2M
5
UBS AM
UBS AM
Illinois
-$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
251
NewEdge Advisors
Louisiana
$13.5K
SPIA
252
Steward Partners Investment Advisory
New York
$11.9K
Mirae Asset Global Investments
253
Mirae Asset Global Investments
South Korea
$10.9K
YP
254
YANKCOM Partnership
South Dakota
$10.3K
MPWT
255
MassMutual Private Wealth & Trust
Connecticut
$9.96K
AssetMark Inc
256
AssetMark Inc
California
$9.77K
SAM
257
Smartleaf Asset Management
Massachusetts
$9.55K
C
258
Covestor
United Kingdom
$9K
PFBT
259
Parkside Financial Bank & Trust
Missouri
$7.43K
GSWM
260
Golden State Wealth Management
California
$7.32K
UB
261
UMB Bank
Missouri
$5.61K
FAMI
262
Fideuram Asset Management (Ireland)
$5.19K
PB
263
Pinnacle Bancorp
Nebraska
$4.95K
BBHC
264
Brown Brothers Harriman & Co
New York
$4.63K
QC
265
Quent Capital
New York
$4.53K
PWPS
266
Pinnacle Wealth Planning Services
Ohio
$4.02K
OAJ
267
Ogorek Anthony Joseph
New York
$4K
JWA
268
JFS Wealth Advisors
Pennsylvania
$3.6K
PWMG
269
Private Wealth Management Group
New Jersey
$3.37K
HNW
270
High Note Wealth
Minnesota
$3.32K
AAP
271
Arax Advisory Partners
Colorado
$3.13K
Mitsubishi UFJ Asset Management
272
Mitsubishi UFJ Asset Management
Japan
$2.95K
WA
273
Westfuller Advisors
New York
$2.94K
NSIM
274
North Star Investment Management
Illinois
$2.85K
SFCL
275
Strengthening Families & Communities LLC
Massachusetts
$2.53K