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U-Haul Holding Co Series N
UHAL.B

Overview Fund Activity

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
Holders
316
Holders Change
-2
Holders Change %
-0.63%
% of All Funds
4.24%
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
130
Reduced
104
Closed
29
Calls
–
Puts
$407K
Net Calls
-$407K
Net Calls Change
-$449K

Top Buyers

1
SCM
Smead Capital Management
Arizona
+$24M
2
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$15M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$11.3M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$9.36M
5
TSW
Thompson Siegel & Walmsley
Virginia
+$6.54M

Top Sellers

1
SI
Scharf Investments
California
-$50.7M
2
TFM
Trian Fund Management
New York
-$42.8M
3
Northern Trust
Northern Trust
Illinois
-$11.4M
4
LPC
Long Pond Capital
New York
-$11.1M
5
FCI
Financial Counselors Inc
Kansas
-$8.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
301
Manchester Capital Management
Vermont
$762 – – –
PWMG
302
Prestige Wealth Management Group
New Jersey
$653 – – –
TIM
303
Tortoise Investment Management
New York
$652 +$652 +12 New
CH
304
Cromwell Holdings
Wyoming
$652 +$652 +12 New
HIA
305
HFM Investment Advisors
New Jersey
$622 +$283 +5 +83%
IA
306
IFP Advisors
Florida
$598 -$12K -221 -95%
PWM
307
Parkworth Wealth Management
California
$598 +$272 +5 +83%
LFG
308
Larson Financial Group
Missouri
$544 +$54 +1 +11%
HNB
309
Huntington National Bank
Ohio
$381 -$1.47K -27 -79%
QWM
310
Quaker Wealth Management
New Jersey
$381 +$381 +7 New
HFS
311
Hughes Financial Services
Virginia
$361 -$361 -7 -50%
BHWM
312
Bay Harbor Wealth Management
Maryland
$326 +$163 +3 +100%
ACA
313
American Capital Advisory
Idaho
$272 +$272 +5 New
VWA
314
Valued Wealth Advisors
Utah
$110 – – –
LFA
315
LGT Financial Advisors
Texas
$109 +$109 +2 New
LPC
316
Long Pond Capital
New York
– -$11.1M -188,407 Closed
FCI
317
Financial Counselors Inc
Kansas
– -$8.67M -146,540 Closed
ZIG
318
Zuckerman Investment Group
Illinois
– -$6.75M -114,111 Closed
SIC
319
Schwartz Investment Counsel
Michigan
– -$5.75M -97,200 Closed
Jane Street
320
Jane Street
New York
– -$1.51M -25,494 Closed
SFI
321
Susquehanna Fundamental Investments
Pennsylvania
– -$1.49M -25,229 Closed
SBH
322
Segall Bryant & Hamill
Illinois
– -$729K -12,326 Closed
OTL
323
Oak Thistle LLC
New York
– -$453K -7,658 Closed
Robeco Institutional Asset Management
324
Robeco Institutional Asset Management
Netherlands
– -$325K -5,500 Closed
AIM
325
Aigen Investment Management
New York
– -$263K -4,448 Closed
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