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U-Haul Holding Co Series N

316 hedge funds and large institutions have $3.48B invested in U-Haul Holding Co Series N in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 130 increasing their positions, 104 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

7% less capital invested

Capital invested by funds: $3.75B → $3.48B (-$272M)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $407K

Holders
316
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$407K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
276
Parkside Financial Bank & Trust
Missouri
$6.8K
VCM
277
Versant Capital Management
Arizona
$5.22K
JWA
278
JFS Wealth Advisors
Pennsylvania
$5.06K
MPWT
279
MassMutual Private Wealth & Trust
Connecticut
$4.57K
OAJ
280
Ogorek Anthony Joseph
New York
$4K
HNW
281
High Note Wealth
Minnesota
$3.86K
AssetMark Inc
282
AssetMark Inc
California
$3.75K
FFO
283
Fortitude Family Office
Arizona
$3.1K
TSMHT
284
Thurston Springer Miller Herd & Titak
Indiana
$3.04K
ZBNA
285
Zions Bancorporation, National Association
Utah
$2.45K
SS
286
SBI Securities
Japan
$2.45K
MCM
287
MAI Capital Management
Ohio
$2.45K
RTL
288
Red Tortoise LLC
Georgia
$2.39K
PB
289
Pinnacle Bancorp
Nebraska
$2.28K
PWMG
290
Private Wealth Management Group
New Jersey
$2.17K
DPW
291
DiNuzzo Private Wealth
Pennsylvania
$2.12K
JGIA
292
Jackson Grant Investment Advisers
Connecticut
$1.96K
BGAI
293
Bruce G. Allen Investments
Colorado
$1.41K
TWD
294
True Wealth Design
Ohio
$1.36K
SIC
295
SJS Investment Consulting
Ohio
$1.03K
CAL
296
Capital Advisors Ltd
Ohio
$1K
HFS
297
Hantz Financial Services
Michigan
$1K
RWM
298
Rialto Wealth Management
New York
$979
SC
299
SouthState Corp
Florida
$816
CT
300
Clearstead Trust
Maine
$762