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U-Haul Holding Co Series N
UHAL.B

Overview Fund Activity

318 hedge funds and large institutions have $3.75B invested in U-Haul Holding Co Series N in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 112 increasing their positions, 109 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
+8
Holders Change %
+2.58%
% of All Funds
4.32%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.18%
New
38
Increased
112
Reduced
109
Closed
25
Calls
$120K
Puts
$78K
Net Calls
+$42K
Net Calls Change
-$1.14M

Top Buyers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$35.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$29M
3
TSW
Thompson Siegel & Walmsley
Virginia
+$25.9M
4
PP
Pertento Partners
United Kingdom
+$14.4M
5
Northern Trust
Northern Trust
Illinois
+$12.2M

Top Sellers

1
EC
Eminence Capital
New York
-$35.2M
2
IC
Impactive Capital
New York
-$31.2M
3
UBS AM
UBS AM
Illinois
-$20.6M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$16.1M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFPC
301
Global Financial Private Client
Florida
$1.42K +$888 +15 +167%
AssetMark Inc
302
AssetMark Inc
California
$1.18K -$533 -9 -31%
CAL
303
Capital Advisors Ltd
Ohio
$1K -$500 -9 -33%
AW
304
Avion Wealth
Texas
$1K – – –
HFS
305
Hughes Financial Services
Virginia
$842 +$842 +14 New
MCM
306
Manchester Capital Management
Vermont
$829 – – –
PWMG
307
Prestige Wealth Management Group
New Jersey
$711 – – –
LFG
308
Larson Financial Group
Missouri
$533 +$533 +9 New
HIA
309
HFM Investment Advisors
New Jersey
$356 +$356 +6 New
PWM
310
Parkworth Wealth Management
California
$355 – – –
HWP
311
Highline Wealth Partners
California
$296 +$296 +5 New
PS
312
Principal Securities
Iowa
$192 – – –
BHWM
313
Bay Harbor Wealth Management
Maryland
$177 +$177 +3 New
PWA
314
Principia Wealth Advisory
Texas
$172 -$344 -6 -67%
VWA
315
Valued Wealth Advisors
Utah
$119 – – –
MCM
316
MV Capital Management
Maryland
$60 – – –
A
317
AlphaQuest
New York
$59 – – –
Norges Bank
318
Norges Bank
Norway
– -$62.2M -971,201 Closed
EC
319
Eminence Capital
New York
– -$35.2M -548,799 Closed
IC
320
Impactive Capital
New York
– -$31.2M -487,044 Closed
PAIM
321
Punch & Associates Investment Management
Minnesota
– -$5.65M -88,265 Closed
Balyasny Asset Management
322
Balyasny Asset Management
Illinois
– -$5.45M -85,146 Closed
AAF
323
Andra AP-fonden
Sweden
– -$3.88M -60,500 Closed
DnB Asset Management
324
DnB Asset Management
Norway
– -$3.57M -55,793 Closed
LSC
325
Logan Stone Capital
Illinois
– -$3.3M -51,550 Closed
10 11 12
13
14