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U-Haul Holding Co Series N

330 hedge funds and large institutions have $3.31B invested in U-Haul Holding Co Series N in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 108 increasing their positions, 120 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

10% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 120

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

92% less call options, than puts

Call options by funds: $270K | Put options by funds: $3.3M

Holders
330
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$270K
Puts
$3.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
276
Root Financial Partners
California
$14K
Fifth Third Bancorp
277
Fifth Third Bancorp
Ohio
$12.6K
QC
278
Quent Capital
New York
$11.6K
YP
279
YANKCOM Partnership
South Dakota
$11.2K
Mirae Asset Global Investments
280
Mirae Asset Global Investments
South Korea
$10.7K
CIAM
281
Caitong International Asset Management
Hong Kong
$10.1K
C
282
Covestor
United Kingdom
$10K
AssetMark Inc
283
AssetMark Inc
California
$9.57K
GSWM
284
Golden State Wealth Management
California
$7.97K
BIA
285
Bell Investment Advisors
California
$6.97K
BBHC
286
Brown Brothers Harriman & Co
New York
$6.87K
UB
287
UMB Bank
Missouri
$6.11K
PFBT
288
Parkside Financial Bank & Trust
Missouri
$5.5K
MCM
289
MAI Capital Management
Ohio
$5.09K
HWM
290
Hemington Wealth Management
Virginia
$5K
OAJ
291
Ogorek Anthony Joseph
New York
$4K
JWA
292
JFS Wealth Advisors
Pennsylvania
$3.72K
HNW
293
High Note Wealth
Minnesota
$3.61K
PB
294
Pinnacle Bancorp
Nebraska
$3.61K
TFA
295
Transamerica Financial Advisors
Florida
$3.61K
NSIM
296
North Star Investment Management
Illinois
$3.56K
VCM
297
Versant Capital Management
Arizona
$3.41K
GRP
298
Global Retirement Partners
California
$3.41K
WA
299
Westfuller Advisors
New York
$3.21K
FFO
300
Fortitude Family Office
Arizona
$3.1K