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U-Haul Holding Co Series N
UHAL.B

Overview Fund Activity

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
Holders
316
Holders Change
-2
Holders Change %
-0.63%
% of All Funds
4.24%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.15%
New
32
Increased
130
Reduced
104
Closed
29
Calls
–
Puts
$407K
Net Calls
-$407K
Net Calls Change
-$449K

Top Buyers

1
SCM
Smead Capital Management
Arizona
+$24M
2
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$15M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$11.3M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$9.36M
5
TSW
Thompson Siegel & Walmsley
Virginia
+$6.54M

Top Sellers

1
SI
Scharf Investments
California
-$50.7M
2
TFM
Trian Fund Management
New York
-$42.8M
3
Northern Trust
Northern Trust
Illinois
-$11.4M
4
LPC
Long Pond Capital
New York
-$11.1M
5
FCI
Financial Counselors Inc
Kansas
-$8.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
276
Parkside Financial Bank & Trust
Missouri
$6.8K +$924 +17 +16%
VCM
277
Versant Capital Management
Arizona
$5.22K -$979 -18 -16%
JWA
278
JFS Wealth Advisors
Pennsylvania
$5.06K -$1.74K -32 -26%
MPWT
279
MassMutual Private Wealth & Trust
Connecticut
$4.57K +$1.9K +35 +71%
OAJ
280
Ogorek Anthony Joseph
New York
$4K – – –
HNW
281
High Note Wealth
Minnesota
$3.86K – – –
AssetMark Inc
282
AssetMark Inc
California
$3.75K +$2.66K +49 +245%
FFO
283
Fortitude Family Office
Arizona
$3.1K +$3.1K +57 New
TSMHT
284
Thurston Springer Miller Herd & Titak
Indiana
$3.04K +$598 +11 +24%
ZBNA
285
Zions Bancorporation, National Association
Utah
$2.45K – – –
SS
286
SBI Securities
Japan
$2.45K +$489 +9 +25%
MCM
287
MAI Capital Management
Ohio
$2.45K +$2.45K +45 New
RTL
288
Red Tortoise LLC
Georgia
$2.39K – – –
PB
289
Pinnacle Bancorp
Nebraska
$2.28K – – –
PWMG
290
Private Wealth Management Group
New Jersey
$2.18K -$1.36K -25 -38%
DPW
291
DiNuzzo Private Wealth
Pennsylvania
$2.12K +$54 +1 +3%
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 -$54 -1 -4%
SIC
295
SJS Investment Consulting
Ohio
$1.03K -$381 -7 -27%
CAL
296
Capital Advisors Ltd
Ohio
$1K – – –
HFS
297
Hantz Financial Services
Michigan
$1K +$778 +14 +350%
RWM
298
Rialto Wealth Management
New York
$979 +$979 +18 New
SC
299
SouthState Corp
Florida
$816 -$870 -16 -52%
CT
300
Clearstead Trust
Maine
$762 -$2.23K -41 -75%
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