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U-Haul Holding Co Series N
UHAL.B

Overview Fund Activity

311 hedge funds and large institutions have $3.37B invested in U-Haul Holding Co Series N in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 128 increasing their positions, 101 reducing their positions, and 29 closing their positions.

Holders
311
Holders Change
-7
Holders Change %
-2.2%
% of All Funds
4.18%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.15%
New
32
Increased
128
Reduced
101
Closed
29
Calls
–
Puts
$54K
Net Calls
-$54K
Net Calls Change
-$96K

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$51.6M
2
SCM
2
Smead Capital Management
Arizona
$155M
3
State of Wisconsin Investment Board
3
State of Wisconsin Investment Board
Wisconsin
$40.6M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$235M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$133M

Top Sellers

1
SI
1
Scharf Investments
California
$8.98M
2
TFM
2
Trian Fund Management
New York
$18.4M
3
Northern Trust
3
Northern Trust
Illinois
$32.4M
4
LPC
4
Long Pond Capital
New York
$0
5
FCI
5
Financial Counselors Inc
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IA
301
IFP Advisors
Florida
$598 11 -221 -95%
PWM
302
Parkworth Wealth Management
California
$598 11 +5 +83%
LFG
303
Larson Financial Group
Missouri
$544 10 +1 +11%
HNB
304
Huntington National Bank
Ohio
$381 7 -27 -79%
QWM
305
Quaker Wealth Management
New Jersey
$381 7 +7 New
HFS
306
Hughes Financial Services
Virginia
$361 7 -7 -50%
BHWM
307
Bay Harbor Wealth Management
Maryland
$326 6 +3 +100%
ACA
308
American Capital Advisory
Idaho
$272 5 +5 New
VWA
309
Valued Wealth Advisors
Utah
$110 2 – –
LFA
310
LGT Financial Advisors
Texas
$109 2 +2 New
LPC
311
Long Pond Capital
New York
– – -188,407 Closed
FCI
312
Financial Counselors Inc
Kansas
– – -146,540 Closed
ZIG
313
Zuckerman Investment Group
Illinois
– – -114,111 Closed
SIC
314
Schwartz Investment Counsel
Michigan
– – -97,200 Closed
Jane Street
315
Jane Street
New York
– – -25,494 Closed
SFI
316
Susquehanna Fundamental Investments
Pennsylvania
– – -25,229 Closed
SBH
317
Segall Bryant & Hamill
Illinois
– – -12,326 Closed
OTL
318
Oak Thistle LLC
New York
– – -7,658 Closed
Robeco Institutional Asset Management
319
Robeco Institutional Asset Management
Netherlands
– – -5,500 Closed
AIM
320
Aigen Investment Management
New York
– – -4,448 Closed
MIM
321
MetLife Investment Management
New Jersey
– – -3,692 Closed
SOMRS
322
State of Michigan Retirement System
Michigan
– – -3,454 Closed
Bank of Nova Scotia
323
Bank of Nova Scotia
Ontario, Canada
– – -3,432 Closed
QCG
324
Quadrant Capital Group
Ohio
– – -1,863 Closed
CCM
325
Coldstream Capital Management
Washington
– – -1,565 Closed
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13
14