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U-Haul Holding Co Series N

295 hedge funds and large institutions have $2.81B invested in U-Haul Holding Co Series N in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 114 increasing their positions, 94 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

5% less funds holding

Funds holding: 311295 (-16)

6% less capital invested

Capital invested by funds: $2.97B → $2.81B (-$166M)

19% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 47

Holders
295
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$390K
Puts
$260K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
251
Brown Brothers Harriman & Co
New York
$4.42K
JWA
252
JFS Wealth Advisors
Pennsylvania
$4.38K
OAJ
253
Ogorek Anthony Joseph
New York
$4K
PWPS
254
Pinnacle Wealth Planning Services
Ohio
$3.93K
PWMG
255
Private Wealth Management Group
New Jersey
$3.66K
AAP
256
Arax Advisory Partners
Colorado
$3.58K
FFO
257
Fortitude Family Office
Arizona
$3.57K
BFS
258
Bare Financial Services
Pennsylvania
$3.57K
HNW
259
High Note Wealth
Minnesota
$3.17K
CT
260
Clearstead Trust
Maine
$3.17K
WA
261
Westfuller Advisors
New York
$2.81K
ZBNA
262
Zions Bancorporation, National Association
Utah
$2.5K
SFCL
263
Strengthening Families & Communities LLC
Massachusetts
$2.42K
BCWM
264
Bartlett & Co Wealth Management
Ohio
$2.25K
QC
265
Quent Capital
New York
$2.14K
AFC
266
Ares Financial Consulting
California
$1.99K
Simplex Trading
267
Simplex Trading
Illinois
$1.7K
Los Angeles Capital Management
268
Los Angeles Capital Management
California
$1.25K
DPW
269
DiNuzzo Private Wealth
Pennsylvania
$1.25K
AUB
270
Atlantic Union Bankshares
Virginia
$1.16K
SIC
271
SJS Investment Consulting
Ohio
$1.12K
BHWM
272
Bay Harbor Wealth Management
Maryland
$1.12K
CPG
273
Cornerstone Planning Group
New Jersey
$1.04K
HFS
274
Hantz Financial Services
Michigan
$1K
BIA
275
Bell Investment Advisors
California
$894