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U-Haul Holding Co Series N

318 hedge funds and large institutions have $3.75B invested in U-Haul Holding Co Series N in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 109 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

4% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 109

0.41% less ownership

Funds ownership: 36.29%35.89% (-0.41%)

9% less capital invested

Capital invested by funds: $4.1B → $3.75B (-$355M)

Holders
318
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$120K
Puts
$78K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
276
JFS Wealth Advisors
Pennsylvania
$7.4K
FFA
277
Farther Finance Advisors
California
$6.98K
VCM
278
Versant Capital Management
Arizona
$6.75K
PFBT
279
Parkside Financial Bank & Trust
Missouri
$6.39K
NSIM
280
North Star Investment Management
Illinois
$6.39K
EWA
281
EverSource Wealth Advisors
Alabama
$6.33K
OAJ
282
Ogorek Anthony Joseph
New York
$5K
Bessemer Group
283
Bessemer Group
New Jersey
$5K
HNW
284
High Note Wealth
Minnesota
$4.2K
PWMG
285
Private Wealth Management Group
New Jersey
$3.85K
CT
286
Clearstead Trust
Maine
$3.25K
MPWT
287
MassMutual Private Wealth & Trust
Connecticut
$2.9K
ZBNA
288
Zions Bancorporation, National Association
Utah
$2.66K
TSMHT
289
Thurston Springer Miller Herd & Titak
Indiana
$2.66K
RTL
290
Red Tortoise LLC
Georgia
$2.6K
PB
291
Pinnacle Bancorp
Nebraska
$2.49K
DPW
292
DiNuzzo Private Wealth
Pennsylvania
$2.25K
SCB
293
Saudi Central Bank
Saudi Arabia
$2.25K
SS
294
SBI Securities
Japan
$2.13K
JGIA
295
Jackson Grant Investment Advisers
Connecticut
$2.13K
HNB
296
Huntington National Bank
Ohio
$2.01K
SC
297
SouthState Corp
Florida
$1.83K
SIC
298
SJS Investment Consulting
Ohio
$1.54K
BGAI
299
Bruce G. Allen Investments
Colorado
$1.54K
TWD
300
True Wealth Design
Ohio
$1.54K