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U-Haul Holding Co Series N

319 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 33 funds opening new positions, 131 increasing their positions, 105 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 (-$271M)

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
319
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
RWM
301
Rialto Wealth Management
New York
$979
SC
302
SouthState Corp
Florida
$816
CT
303
Clearstead Trust
Maine
$762
MCM
304
Manchester Capital Management
Vermont
$762
PWMG
305
Prestige Wealth Management Group
New Jersey
$653
TIM
306
Tortoise Investment Management
New York
$652
CH
307
Cromwell Holdings
Wyoming
$652
HIA
308
HFM Investment Advisors
New Jersey
$622
IA
309
IFP Advisors
Florida
$598
PWM
310
Parkworth Wealth Management
California
$598
LFG
311
Larson Financial Group
Missouri
$544
HNB
312
Huntington National Bank
Ohio
$381
QWM
313
Quaker Wealth Management
New Jersey
$381
HFS
314
Hughes Financial Services
Virginia
$361
BHWM
315
Bay Harbor Wealth Management
Maryland
$326
ACA
316
American Capital Advisory
Idaho
$272
VWA
317
Valued Wealth Advisors
Utah
$110
LFA
318
LGT Financial Advisors
Texas
$109
LPC
319
Long Pond Capital
New York
FCI
320
Financial Counselors Inc
Kansas
ZIG
321
Zuckerman Investment Group
Illinois
SIC
322
Schwartz Investment Counsel
Michigan
Jane Street
323
Jane Street
New York
SFI
324
Susquehanna Fundamental Investments
Pennsylvania
SBH
325
Segall Bryant & Hamill
Illinois