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U-Haul Holding Co Series N

312 hedge funds and large institutions have $2.97B invested in U-Haul Holding Co Series N in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 93 increasing their positions, 129 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

442% more call options, than puts

Call options by funds: $1.54M | Put options by funds: $285K

0.83% less ownership

Funds ownership: 36.86%36.03% (-0.83%)

7% less funds holding

Funds holding: 336312 (-24)

10% less capital invested

Capital invested by funds: $3.32B → $2.97B (-$346M)

28% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 129

31% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 71

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
312
Holders Change
-24
Holders Change %
-7.14%
% of All Funds
3.78%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.06%
New
49
Increased
93
Reduced
129
Closed
71
Calls
$1.54M
Puts
$285K
Net Calls
+$1.26M
Net Calls Change
+$4.29M
Name Holding Trade Value Shares
Change
Change in
Stake
TSMHT
301
Thurston Springer Miller Herd & Titak
Indiana
$420
RWM
302
Rialto Wealth Management
New York
$374
CT
303
Clearstead Trust
Maine
$328 +$341 +7 New
HIA
304
HFM Investment Advisors
New Jersey
$312 -$49 -1 -14%
IA
305
IFP Advisors
Florida
$187 -$341 -7 -64%
DF
306
Dunhill Financial
United Kingdom
$99 +$97 +2 New
SIC
307
SJS Investment Consulting
Ohio
$94 -$389 -8 -80%
VWA
308
Valued Wealth Advisors
Utah
$94
PWA
309
Principia Wealth Advisory
Texas
$93
CA
310
Clearstead Advisors
Ohio
$47 -$1.17K -24 -96%
A
311
AlphaQuest
New York
$47
TCA
312
Troluce Capital Advisors
Puerto Rico
-$11.2M -220,000 Closed
Sumitomo Mitsui Trust Group
313
Sumitomo Mitsui Trust Group
Japan
-$9.06M -178,082 Closed
BGIM
314
Brandywine Global Investment Management
Pennsylvania
-$5.93M -116,436 Closed
OP
315
Orvieto Partners
Massachusetts
-$5.54M -108,866 Closed
DnB Asset Management
316
DnB Asset Management
Norway
-$5.37M -105,450 Closed
YCM
317
Yost Capital Management
Texas
-$4.83M -94,800 Closed
Swedbank
318
Swedbank
Sweden
-$2.28M -44,817 Closed
BFM
319
Boothbay Fund Management
New York
-$2.21M -43,358 Closed
Mitsubishi UFJ Trust & Banking
320
Mitsubishi UFJ Trust & Banking
Japan
-$2.09M -41,119 Closed
OAM
321
Oppenheimer Asset Management
New York
-$1.97M -38,634 Closed
RAM
322
Resona Asset Management
Japan
-$1.91M -37,411 Closed
Asset Management One
323
Asset Management One
Japan
-$1.88M -36,945 Closed
MSV
324
MN Services Vermogensbeheer
Netherlands
-$1.83M -35,900 Closed
CM
325
Capula Management
Cayman Islands
-$1.69M -33,201 Closed

UHAL.B Hedge Fund Activity: Q4 2025 in Review

312 of the 8,256 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co Series N (UHAL.B) for Q4 2025, worth a combined $2.97B — down 10% from $3.32B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of UHAL.B and 49 opened new positions — a net loss of 22 holders — while 129 trimmed existing stakes and 93 added.

The largest buyer was D.E. Shaw & Co, adding an estimated $20.1M. The largest seller was BlackRock, cutting an estimated $44.3M.

  • 312 institutional investors held U-Haul Holding Co Series N (UHAL.B) as of Q4 2025, down from 336 in Q3 2025.
  • Funds reported $2.97B of U-Haul Holding Co Series N stock for Q4 2025, down 10% quarter-over-quarter.
  • 49 funds opened new U-Haul Holding Co Series N positions in Q4 2025 and 71 closed out, a net change of -22 holders.
  • The largest U-Haul Holding Co Series N buyer in Q4 2025 was D.E. Shaw & Co, an estimated $20.1M added.
  • The largest U-Haul Holding Co Series N seller in Q4 2025 was BlackRock, an estimated $44.3M sold.

Based on aggregated 13F filings for Q4 2025.