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U-Haul Holding Co Series N

330 hedge funds and large institutions have $3.31B invested in U-Haul Holding Co Series N in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 108 increasing their positions, 120 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

10% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 120

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

92% less call options, than puts

Call options by funds: $270K | Put options by funds: $3.3M

Holders
330
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$270K
Puts
$3.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
251
Jones Financial Companies
Missouri
$68.7K
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$64K
EWA
253
EverSource Wealth Advisors
Alabama
$59.4K
FC
254
Financial Consulate
Maryland
$49.5K
CIBC Private Wealth Group
255
CIBC Private Wealth Group
Georgia
$47.9K
N
256
Natixis
France
$46.1K
CFO
257
CVA Family Office
Colorado
$45.8K
Rockefeller Capital Management
258
Rockefeller Capital Management
New York
$44K
FP
259
Financial Perspectives
Minnesota
$43.5K
AF
260
Advisornet Financial
Minnesota
$36.7K
CA
261
CoreCap Advisors
Michigan
$28.9K
FFA
262
Farther Finance Advisors
California
$28.1K
CI Investments Inc
263
CI Investments Inc
Ontario, Canada
$26K
WANY
264
Wealthspire Advisors (New York)
New York
$23.6K
KSB
265
Kennebec Savings Bank
Maine
$20.9K
OAM
266
Ostrum Asset Management
France
$20.6K
SWM
267
Spire Wealth Management
Virginia
$20.2K
PWAM
268
Private Wealth Asset Management
Iowa
$19.7K
PTC
269
Private Trust Company
Ohio
$18.5K
NS
270
NBC Securities
Alabama
$17.8K
SPIA
271
Steward Partners Investment Advisory
New York
$17.5K
WSFS
272
Wilmington Savings Fund Society
Delaware
$15.1K
NA
273
NewEdge Advisors
Louisiana
$14.7K
SAM
274
Smartleaf Asset Management
Massachusetts
$14.5K
RBI
275
Raiffeisen Bank International
Austria
$14.3K