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U-Haul Holding Co Series N
UHAL.B

Overview Fund Activity

311 hedge funds and large institutions have $3.37B invested in U-Haul Holding Co Series N in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 128 increasing their positions, 101 reducing their positions, and 29 closing their positions.

Holders
311
Holders Change
-7
Holders Change %
-2.2%
% of All Funds
4.18%
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
128
Reduced
101
Closed
29
Calls
–
Puts
$54K
Net Calls
-$54K
Net Calls Change
-$96K

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$51.6M
2
SCM
2
Smead Capital Management
Arizona
$155M
3
State of Wisconsin Investment Board
3
State of Wisconsin Investment Board
Wisconsin
$40.6M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$235M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$133M

Top Sellers

1
SI
1
Scharf Investments
California
$8.98M
2
TFM
2
Trian Fund Management
New York
$18.4M
3
Northern Trust
3
Northern Trust
Illinois
$32.4M
4
LPC
4
Long Pond Capital
New York
$0
5
FCI
5
Financial Counselors Inc
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Raymond James Financial
26
Raymond James Financial
Florida
$18.4M 337,933 -18,203 -5%
Swiss National Bank
27
Swiss National Bank
Switzerland
$15.9M 292,331 +19,300 +7%
California State Teachers Retirement System (CalSTRS)
28
California State Teachers Retirement System (CalSTRS)
California
$15.8M 291,075 +46,363 +19%
HCA
29
Harbor Capital Advisors
Illinois
$15.1M 277,829 +17,357 +7%
Goldman Sachs
30
Goldman Sachs
New York
$14.6M 269,280 +88,417 +49%
SFM
31
Systematic Financial Management
New Jersey
$14.6M 268,501 +4,089 +2%
TAM
32
Third Avenue Management
New York
$14.1M 259,510 +9,645 +4%
Bank of America
33
Bank of America
North Carolina
$12.9M 238,060 +107,925 +83%
Fuller & Thaler Asset Management
34
Fuller & Thaler Asset Management
California
$12.4M 228,320 +4,186 +2%
Millennium Management
35
Millennium Management
New York
$12M 221,016 +63,350 +40%
Legal & General Group
36
Legal & General Group
United Kingdom
$11.1M 203,454 +722 +0.4%
UBS Group
37
UBS Group
Switzerland
$10.8M 198,546 +16,860 +9%
HCM
38
Harspring Capital Management
New York
$10.1M 185,000 – –
Invesco
39
Invesco
Georgia
$9.8M 180,212 -6,854 -4%
Wells Fargo
40
Wells Fargo
California
$9.75M 179,340 +15,844 +10%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$9.53M 175,195 -2,329 -1%
AFR
42
Applied Fundamental Research
Massachusetts
$9.29M 170,824 -23,375 -12%
VCM
43
Vision Capital Management
Oregon
$9.03M 166,003 +8,242 +5%
SI
44
Scharf Investments
California
$8.98M 148,257 -837,792 -85%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$8.02M 147,562 +7,325 +5%
MT
46
Midwest Trust
Kansas
$8.02M 147,431 +147,431 New
NL
47
Nuveen LLC
North Carolina
$7.83M 143,928 -49,733 -26%
Amundi
48
Amundi
France
$7.64M 136,382 +57,423 +73%
Citadel Advisors
49
Citadel Advisors
Florida
$6.75M 124,230 +6,065 +5%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$6.64M 122,120 +646 +0.5%
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