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U-Haul Holding Co Series N

310 hedge funds and large institutions have $2.97B invested in U-Haul Holding Co Series N in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 93 increasing their positions, 128 reducing their positions, and 70 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: 128

31% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 70

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
310
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
DSC
251
Daytona Street Capital
Missouri
$16.8K
RFP
252
Root Financial Partners
California
$16.2K
WSFS
253
Wilmington Savings Fund Society
Delaware
$13.9K
NA
254
NewEdge Advisors
Louisiana
$13.5K
SPIA
255
Steward Partners Investment Advisory
New York
$11.9K
Mirae Asset Global Investments
256
Mirae Asset Global Investments
South Korea
$10.9K
YP
257
YANKCOM Partnership
South Dakota
$10.3K
MPWT
258
MassMutual Private Wealth & Trust
Connecticut
$9.96K
AssetMark Inc
259
AssetMark Inc
California
$9.77K
SAM
260
Smartleaf Asset Management
Massachusetts
$9.55K
C
261
Covestor
United Kingdom
$9K
PFBT
262
Parkside Financial Bank & Trust
Missouri
$7.43K
GSWM
263
Golden State Wealth Management
California
$7.32K
UB
264
UMB Bank
Missouri
$5.61K
FAMI
265
Fideuram Asset Management (Ireland)
$5.19K
PB
266
Pinnacle Bancorp
Nebraska
$4.95K
BBHC
267
Brown Brothers Harriman & Co
New York
$4.63K
QC
268
Quent Capital
New York
$4.53K
PWPS
269
Pinnacle Wealth Planning Services
Ohio
$4.02K
OAJ
270
Ogorek Anthony Joseph
New York
$4K
JWA
271
JFS Wealth Advisors
Pennsylvania
$3.6K
PWMG
272
Private Wealth Management Group
New Jersey
$3.37K
HNW
273
High Note Wealth
Minnesota
$3.32K
AAP
274
Arax Advisory Partners
Colorado
$3.13K
Mitsubishi UFJ Asset Management
275
Mitsubishi UFJ Asset Management
Japan
$2.95K