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U-Haul Holding Co Series N

310 hedge funds and large institutions have $4.1B invested in U-Haul Holding Co Series N in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 102 increasing their positions, 105 reducing their positions, and 20 closing their positions.

Holders
310
Holders Change
+23
Holders Change %
+8.01%
% of All Funds
4.13%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
48
Increased
102
Reduced
105
Closed
20
Calls
$1.18M
Puts
Net Calls
+$1.18M
Net Calls Change
+$473K
Name Market Value Shares Shares
Change
Shares
Change %
JWA
276
JFS Wealth Advisors
Pennsylvania
$8.71K 136 -7 -5%
BIG
277
Brooklyn Investment Group
New York
$8.65K 135 +73 +118%
FFA
278
Farther Finance Advisors
California
$8.07K 126 -59 -32%
HWM
279
Hemington Wealth Management
Virginia
$8K 140 +42 +43%
PFBT
280
Parkside Financial Bank & Trust
Missouri
$6.92K 108
PTC
281
Private Trust Company
Ohio
$6.92K 108 +108 New
Bessemer Group
282
Bessemer Group
New Jersey
$5K 81
OAJ
283
Ogorek Anthony Joseph
New York
$5K 90
HNW
284
High Note Wealth
Minnesota
$4.55K 71 +71 New
EWA
285
EverSource Wealth Advisors
Alabama
$3.65K 57 -15 -21%
ZB
286
Zions Bancorporation
Utah
$2.88K 45
TSMHT
287
Thurston Springer Miller Herd & Titak
Indiana
$2.88K 45
RTL
288
Red Tortoise LLC
Georgia
$2.82K 44
DPW
289
DiNuzzo Private Wealth
Pennsylvania
$2.5K 39 -1 -3%
JGIA
290
Jackson Grant Investment Advisers
Connecticut
$2.31K 36
SS
291
SBI Securities
Japan
$2.31K 36 +36 New
MPWT
292
MassMutual Private Wealth & Trust
Connecticut
$2.24K 35 -35 -50%
CAL
293
Capital Advisors Ltd
Ohio
$2K 27
SIC
294
SJS Investment Consulting
Ohio
$1.86K 29 -6 -17%
GRP
295
Global Retirement Partners
California
$1.86K 29 -13 -31%
AssetMark Inc
296
AssetMark Inc
California
$1.86K 29 +29 New
BGAI
297
Bruce G. Allen Investments
Colorado
$1.67K 26
PWMG
298
Private Wealth Management Group
New Jersey
$1.47K 23
TWD
299
True Wealth Design
Ohio
$1.15K 18 +2 +13%
AW
300
Avion Wealth
Texas
$1K 21 +4 +24%