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U-Haul Holding Co Series N

312 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 49 funds opening new positions, 93 increasing their positions, 129 reducing their positions, and 71 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: $ → $

28% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 129

31% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 71

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
312
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
PTC
251
Private Trust Company
Ohio
$17K
DSC
252
Daytona Street Capital
Missouri
$16.8K
RFP
253
Root Financial Partners
California
$16.2K
WSFS
254
Wilmington Savings Fund Society
Delaware
$13.9K
NA
255
NewEdge Advisors
Louisiana
$13.5K
SPIA
256
Steward Partners Investment Advisory
New York
$11.9K
Mirae Asset Global Investments
257
Mirae Asset Global Investments
South Korea
$10.9K
YP
258
YANKCOM Partnership
South Dakota
$10.3K
MPWT
259
MassMutual Private Wealth & Trust
Connecticut
$9.96K
AssetMark Inc
260
AssetMark Inc
California
$9.77K
SAM
261
Smartleaf Asset Management
Massachusetts
$9.55K
C
262
Covestor
United Kingdom
$9K
PFBT
263
Parkside Financial Bank & Trust
Missouri
$7.43K
GSWM
264
Golden State Wealth Management
California
$7.32K
UB
265
UMB Bank
Missouri
$5.61K
FAMI
266
Fideuram Asset Management (Ireland)
$5.19K
PB
267
Pinnacle Bancorp
Nebraska
$4.95K
BBHC
268
Brown Brothers Harriman & Co
New York
$4.63K
QC
269
Quent Capital
New York
$4.53K
PWPS
270
Pinnacle Wealth Planning Services
Ohio
$4.02K
OAJ
271
Ogorek Anthony Joseph
New York
$4K
JWA
272
JFS Wealth Advisors
Pennsylvania
$3.6K
PWMG
273
Private Wealth Management Group
New Jersey
$3.37K
HNW
274
High Note Wealth
Minnesota
$3.32K
AAP
275
Arax Advisory Partners
Colorado
$3.13K