UHAL.B icon

U-Haul Holding Co Series N

319 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 33 funds opening new positions, 131 increasing their positions, 105 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 (-$271M)

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
319
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
GSWM
276
Golden State Wealth Management
California
$8.5K
BBHC
277
Brown Brothers Harriman & Co
New York
$7.34K
WTC
278
WhitTier Trust Company
Nevada
$7.34K
PFBT
279
Parkside Financial Bank & Trust
Missouri
$6.8K
VCM
280
Versant Capital Management
Arizona
$5.22K
JWA
281
JFS Wealth Advisors
Pennsylvania
$5.06K
MPWT
282
MassMutual Private Wealth & Trust
Connecticut
$4.57K
OAJ
283
Ogorek Anthony Joseph
New York
$4K
HNW
284
High Note Wealth
Minnesota
$3.86K
AssetMark Inc
285
AssetMark Inc
California
$3.75K
FFO
286
Fortitude Family Office
Arizona
$3.1K
TSMHT
287
Thurston Springer Miller Herd & Titak
Indiana
$3.04K
ZBNA
288
Zions Bancorporation, National Association
Utah
$2.45K
SS
289
SBI Securities
Japan
$2.45K
MCM
290
MAI Capital Management
Ohio
$2.45K
RTL
291
Red Tortoise LLC
Georgia
$2.39K
PB
292
Pinnacle Bancorp
Nebraska
$2.28K
PWMG
293
Private Wealth Management Group
New Jersey
$2.17K
DPW
294
DiNuzzo Private Wealth
Pennsylvania
$2.12K
JGIA
295
Jackson Grant Investment Advisers
Connecticut
$1.96K
BGAI
296
Bruce G. Allen Investments
Colorado
$1.41K
TWD
297
True Wealth Design
Ohio
$1.36K
SIC
298
SJS Investment Consulting
Ohio
$1.03K
CAL
299
Capital Advisors Ltd
Ohio
$1K
HFS
300
Hantz Financial Services
Michigan
$1K