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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
PP
351
Prudential plc
United Kingdom
-$318K -6,238 Closed
Verition Fund Management
352
Verition Fund Management
Connecticut
-$303K -5,958 Closed
FC
353
Farringdon Capital
United Kingdom
-$299K -5,867 Closed
DIA
354
Dana Investment Advisors
Wisconsin
-$285K -5,590 Closed
CAL
355
Capital Analysts LLC
Pennsylvania
-$265K -5,208 Closed
Bank of Nova Scotia
356
Bank of Nova Scotia
Ontario, Canada
-$265K -5,200 Closed
Pathstone Holdings
357
Pathstone Holdings
New Jersey
-$251K -4,941 Closed
Baird Financial Group
358
Baird Financial Group
Wisconsin
-$213K -4,175 Closed
SWP
359
Stratos Wealth Partners
Ohio
-$205K -4,036 Closed
BWP
360
BSW Wealth Partners
Colorado
-$201K -3,957 Closed
LI
361
LRI Investments
Florida
-$131K -2,578 Closed
VI
362
Vestcor Inc
New Brunswick, Canada
-$103K -2,016 Closed
SFI
363
Siemens Fonds Invest
Germany
-$69.2K -1,359 Closed
N
364
Natixis
France
-$46.1K -906 Closed
CI Investments Inc
365
CI Investments Inc
Ontario, Canada
-$26K -503 Closed
WANY
366
Wealthspire Advisors (New York)
New York
-$23.6K -464 Closed
OAM
367
Ostrum Asset Management
France
-$20.6K -404 Closed
NS
368
NBC Securities
Alabama
-$17.8K -350 Closed
RBI
369
Raiffeisen Bank International
Austria
-$14.3K -277 Closed
Fifth Third Bancorp
370
Fifth Third Bancorp
Ohio
-$12.6K -248 Closed
MCM
371
MAI Capital Management
Ohio
-$5.09K -100 Closed
TFA
372
Transamerica Financial Advisors
Florida
-$3.61K -71 Closed
Bessemer Group
373
Bessemer Group
New Jersey
-$3.26K -67 Closed
RTL
374
Red Tortoise LLC
Georgia
-$2.24K -44 Closed
JGIA
375
Jackson Grant Investment Advisers
Connecticut
-$1.83K -36 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.