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U-Haul Holding Co Series N

312 hedge funds and large institutions have $2.97B invested in U-Haul Holding Co Series N in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 93 increasing their positions, 129 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

442% more call options, than puts

Call options by funds: $1.54M | Put options by funds: $285K

0.83% less ownership

Funds ownership: 36.86%36.03% (-0.83%)

7% less funds holding

Funds holding: 336312 (-24)

10% less capital invested

Capital invested by funds: $3.32B → $2.97B (-$346M)

28% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 129

31% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 71

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
312
Holders Change
-24
Holders Change %
-7.14%
% of All Funds
3.78%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.06%
New
49
Increased
93
Reduced
129
Closed
71
Calls
$1.54M
Puts
$285K
Net Calls
+$1.26M
Net Calls Change
+$4.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Asset Management
276
Mitsubishi UFJ Asset Management
Japan
$2.95K -$3.96M -81,412 -100%
WA
277
Westfuller Advisors
New York
$2.94K
NSIM
278
North Star Investment Management
Illinois
$2.85K -$438 -9 -13%
SFCL
279
Strengthening Families & Communities LLC
Massachusetts
$2.53K +$2.63K +54 New
ZBNA
280
Zions Bancorporation, National Association
Utah
$2.1K
AFC
281
Ares Financial Consulting
California
$2.1K +$2.19K +45 New
GRP
282
Global Retirement Partners
California
$1.54K -$1.66K -34 -51%
BWA
283
Basecamp Wealth Advisors
Washington
$1.5K +$1.56K +32 New
BGAI
284
Bruce G. Allen Investments
Colorado
$1.45K +$243 +5 +19%
BIA
285
Bell Investment Advisors
California
$1.4K -$5.21K -107 -78%
MCM
286
Manchester Capital Management
Vermont
$1.4K +$1.46K +30 New
DPW
287
DiNuzzo Private Wealth
Pennsylvania
$1.22K -$487 -10 -28%
AUB
288
Atlantic Union Bankshares
Virginia
$1.22K +$1.27K +26 New
OC
289
Optima Capital
Oregon
$1.07K +$1.12K +23 New
FFO
290
Fortitude Family Office
Arizona
$1.03K -$1.9K -39 -64%
CAL
291
Capital Advisors Ltd
Ohio
$1K -$292 -6 -33%
HFS
292
Hantz Financial Services
Michigan
$1K
KFAS
293
Keating Financial Advisory Services
Kansas
$982 +$1.02K +21 New
MCM
294
MV Capital Management
Maryland
$795 +$779 +16 +1,600%
HNB
295
Huntington National Bank
Ohio
$608 +$633 +13 New
CH
296
Cromwell Holdings
Wyoming
$561
PWMG
297
Prestige Wealth Management Group
New Jersey
$561
BHWM
298
Bay Harbor Wealth Management
Maryland
$514 +$243 +5 +83%
BWL
299
Bogart Wealth LLC
Virginia
$467
SS
300
SBI Securities
Japan
$421 +$438 +9 New

UHAL.B Hedge Fund Activity: Q4 2025 in Review

312 of the 8,256 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co Series N (UHAL.B) for Q4 2025, worth a combined $2.97B — down 10% from $3.32B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of UHAL.B and 49 opened new positions — a net loss of 22 holders — while 129 trimmed existing stakes and 93 added.

The largest buyer was D.E. Shaw & Co, adding an estimated $20.1M. The largest seller was BlackRock, cutting an estimated $44.3M.

  • 312 institutional investors held U-Haul Holding Co Series N (UHAL.B) as of Q4 2025, down from 336 in Q3 2025.
  • Funds reported $2.97B of U-Haul Holding Co Series N stock for Q4 2025, down 10% quarter-over-quarter.
  • 49 funds opened new U-Haul Holding Co Series N positions in Q4 2025 and 71 closed out, a net change of -22 holders.
  • The largest U-Haul Holding Co Series N buyer in Q4 2025 was D.E. Shaw & Co, an estimated $20.1M added.
  • The largest U-Haul Holding Co Series N seller in Q4 2025 was BlackRock, an estimated $44.3M sold.

Based on aggregated 13F filings for Q4 2025.