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U-Haul Holding Co Series N

328 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 47 funds opening new positions, 107 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: $ → $

11% less repeat investments, than reductions

Existing positions increased: 107 | 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
328
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
RTL
301
Red Tortoise LLC
Georgia
$2.24K
DPW
302
DiNuzzo Private Wealth
Pennsylvania
$1.88K
JGIA
303
Jackson Grant Investment Advisers
Connecticut
$1.83K
MPWT
304
MassMutual Private Wealth & Trust
Connecticut
$1.78K
MAM
305
Marquette Asset Management
Minnesota
$1.68K
BGAI
306
Bruce G. Allen Investments
Colorado
$1.32K
CA
307
Clearstead Advisors
Ohio
$1.27K
CAL
308
Capital Advisors Ltd
Ohio
$1K
HFS
309
Hantz Financial Services
Michigan
$1K
CCM
310
Cloud Capital Management
Washington
$1K
GA
311
Guerra Advisors
Florida
$764
PWMG
312
Prestige Wealth Management Group
New Jersey
$611
CH
313
Cromwell Holdings
Wyoming
$611
IA
314
IFP Advisors
Florida
$560
SIC
315
SJS Investment Consulting
Ohio
$509
BWL
316
Bogart Wealth LLC
Virginia
$509
HFS
317
Hughes Financial Services
Virginia
$479
PWMG
318
Private Wealth Management Group
New Jersey
$459
TSMHT
319
Thurston Springer Miller Herd & Titak
Indiana
$458
RWM
320
Rialto Wealth Management
New York
$408
HIA
321
HFM Investment Advisors
New Jersey
$364
BHWM
322
Bay Harbor Wealth Management
Maryland
$305
SA
323
Seneschal Advisors
Washington
$153
VWA
324
Valued Wealth Advisors
Utah
$103
TWD
325
True Wealth Design
Ohio
$102