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U-Haul Holding Co Series N

307 hedge funds and large institutions have $2.96B invested in U-Haul Holding Co Series N in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 93 increasing their positions, 127 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

27% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 127

32% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 69

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
307
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.54M
Puts
$285K
Net Calls
Net Calls Change

Top Buyers

1 +$20.1M
2 +$19.7M
3 +$16.5M
4
Jane Street
Jane Street
New York
+$11.4M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$9.69M

Top Sellers

1 -$44.3M
2 -$28.2M
3 -$14.5M
4
TCA
Troluce Capital Advisors
Puerto Rico
-$11.2M
5
UBS AM
UBS AM
Illinois
-$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ZBNA
276
Zions Bancorporation, National Association
Utah
$2.1K
AFC
277
Ares Financial Consulting
California
$2.1K
GRP
278
Global Retirement Partners
California
$1.54K
BGAI
279
Bruce G. Allen Investments
Colorado
$1.45K
BIA
280
Bell Investment Advisors
California
$1.4K
MCM
281
Manchester Capital Management
Vermont
$1.4K
DPW
282
DiNuzzo Private Wealth
Pennsylvania
$1.22K
AUB
283
Atlantic Union Bankshares
Virginia
$1.22K
OC
284
Optima Capital
Oregon
$1.07K
FFO
285
Fortitude Family Office
Arizona
$1.03K
CAL
286
Capital Advisors Ltd
Ohio
$1K
HFS
287
Hantz Financial Services
Michigan
$1K
KFAS
288
Keating Financial Advisory Services
Kansas
$982
MCM
289
MV Capital Management
Maryland
$795
HNB
290
Huntington National Bank
Ohio
$608
PWMG
291
Prestige Wealth Management Group
New Jersey
$561
CH
292
Cromwell Holdings
Wyoming
$561
BHWM
293
Bay Harbor Wealth Management
Maryland
$514
BWL
294
Bogart Wealth LLC
Virginia
$467
SS
295
SBI Securities
Japan
$421
TSMHT
296
Thurston Springer Miller Herd & Titak
Indiana
$420
RWM
297
Rialto Wealth Management
New York
$374
CT
298
Clearstead Trust
Maine
$328
HIA
299
HFM Investment Advisors
New Jersey
$312
IA
300
IFP Advisors
Florida
$187