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U-Haul Holding Co Series N
UHAL.B

Overview Fund Activity

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 38 funds opening new positions, 112 increasing their positions, 109 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
+8
Holders Change %
+2.58%
% of All Funds
4.32%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.18%
New
38
Increased
112
Reduced
109
Closed
25
Calls
$120K
Puts
$78K
Net Calls
+$42K
Net Calls Change
-$1.14M

Top Buyers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$135M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$244M
3
TSW
Thompson Siegel & Walmsley
Virginia
$25.9M
4
PP
Pertento Partners
United Kingdom
$58.1M
5
Northern Trust
Northern Trust
Illinois
$47.6M

Top Sellers

1
EC
Eminence Capital
New York
$0
2
IC
Impactive Capital
New York
$0
3
UBS AM
UBS AM
Illinois
$5.79M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$525K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$208M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
276
JFS Wealth Advisors
Pennsylvania
$7.4K -$651 -11 -8%
FFA
277
Farther Finance Advisors
California
$6.98K -$602 -10 -8%
VCM
278
Versant Capital Management
Arizona
$6.75K -$40.4K -682 -86%
PFBT
279
Parkside Financial Bank & Trust
Missouri
$6.39K – – –
NSIM
280
North Star Investment Management
Illinois
$6.39K +$6.39K +108 New
EWA
281
EverSource Wealth Advisors
Alabama
$6.33K +$2.96K +50 +88%
OAJ
282
Ogorek Anthony Joseph
New York
$5K – – –
Bessemer Group
283
Bessemer Group
New Jersey
$5K +$549 +10 +12%
HNW
284
High Note Wealth
Minnesota
$4.2K – – –
PWMG
285
Private Wealth Management Group
New Jersey
$3.85K +$2.49K +42 +183%
CT
286
Clearstead Trust
Maine
$3.26K +$3.26K +55 New
MPWT
287
MassMutual Private Wealth & Trust
Connecticut
$2.9K +$829 +14 +40%
ZBNA
288
Zions Bancorporation, National Association
Utah
$2.66K +$2.66K +45 New
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 +$2.49K +42 New
DPW
292
DiNuzzo Private Wealth
Pennsylvania
$2.25K -$59 -1 -3%
SCB
293
Saudi Central Bank
Saudi Arabia
$2.25K +$2.25K +38 New
SS
294
SBI Securities
Japan
$2.13K – – –
JGIA
295
Jackson Grant Investment Advisers
Connecticut
$2.13K – – –
HNB
296
Huntington National Bank
Ohio
$2.01K -$34.6K -585 -95%
SC
297
SouthState Corp
Florida
$1.84K +$1.84K +31 New
SIC
298
SJS Investment Consulting
Ohio
$1.54K -$178 -3 -10%
BGAI
299
Bruce G. Allen Investments
Colorado
$1.54K – – –
TWD
300
True Wealth Design
Ohio
$1.54K +$474 +8 +44%
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12
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