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U-Haul Holding Co Series N

316 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 32 funds opening new positions, 130 increasing their positions, 104 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 (-$272M)

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
316
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
MCM
301
Manchester Capital Management
Vermont
$762
PWMG
302
Prestige Wealth Management Group
New Jersey
$653
CH
303
Cromwell Holdings
Wyoming
$652
TIM
304
Tortoise Investment Management
New York
$652
HIA
305
HFM Investment Advisors
New Jersey
$622
IA
306
IFP Advisors
Florida
$598
PWM
307
Parkworth Wealth Management
California
$598
LFG
308
Larson Financial Group
Missouri
$544
HNB
309
Huntington National Bank
Ohio
$381
QWM
310
Quaker Wealth Management
New Jersey
$381
HFS
311
Hughes Financial Services
Virginia
$361
BHWM
312
Bay Harbor Wealth Management
Maryland
$326
ACA
313
American Capital Advisory
Idaho
$272
VWA
314
Valued Wealth Advisors
Utah
$110
LFA
315
LGT Financial Advisors
Texas
$109
LPC
316
Long Pond Capital
New York
FCI
317
Financial Counselors Inc
Kansas
ZIG
318
Zuckerman Investment Group
Illinois
SIC
319
Schwartz Investment Counsel
Michigan
Jane Street
320
Jane Street
New York
SFI
321
Susquehanna Fundamental Investments
Pennsylvania
SBH
322
Segall Bryant & Hamill
Illinois
OTL
323
Oak Thistle LLC
New York
Robeco Institutional Asset Management
324
Robeco Institutional Asset Management
Netherlands
AIM
325
Aigen Investment Management
New York