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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
$155M
2
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$40.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$235M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$133M
5
TSW
Thompson Siegel & Walmsley
Virginia
$30.3M

Top Sellers

1
SI
Scharf Investments
California
$8.98M
2
TFM
Trian Fund Management
New York
$18.4M
3
Northern Trust
Northern Trust
Illinois
$32.4M
4
LPC
Long Pond Capital
New York
$0
5
FCI
Financial Counselors Inc
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TFM
26
Trian Fund Management
New York
$18.4M -$42.8M -786,669 -70%
Raymond James Financial
27
Raymond James Financial
Florida
$18.4M -$990K -18,203 -5%
Swiss National Bank
28
Swiss National Bank
Switzerland
$15.9M +$1.05M +19,300 +7%
California State Teachers Retirement System (CalSTRS)
29
California State Teachers Retirement System (CalSTRS)
California
$15.8M +$2.52M +46,363 +19%
HCA
30
Harbor Capital Advisors
Illinois
$15.1M +$944K +17,357 +7%
Goldman Sachs
31
Goldman Sachs
New York
$14.6M +$4.81M +88,417 +49%
SFM
32
Systematic Financial Management
New Jersey
$14.6M +$222K +4,089 +2%
TAM
33
Third Avenue Management
New York
$14.1M +$524K +9,645 +4%
Bank of America
34
Bank of America
North Carolina
$12.9M +$5.87M +107,925 +83%
Fuller & Thaler Asset Management
35
Fuller & Thaler Asset Management
California
$12.4M +$228K +4,186 +2%
Millennium Management
36
Millennium Management
New York
$12M +$3.44M +63,350 +40%
Legal & General Group
37
Legal & General Group
United Kingdom
$11.1M +$39.3K +722 +0.4%
UBS Group
38
UBS Group
Switzerland
$10.8M +$917K +16,860 +9%
HCM
39
Harspring Capital Management
New York
$10.1M – – –
Invesco
40
Invesco
Georgia
$9.8M -$373K -6,854 -4%
Wells Fargo
41
Wells Fargo
California
$9.75M +$861K +15,844 +10%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$9.53M -$127K -2,329 -1%
AFR
43
Applied Fundamental Research
Massachusetts
$9.29M -$1.27M -23,375 -12%
VCM
44
Vision Capital Management
Oregon
$9.03M +$448K +8,242 +5%
SI
45
Scharf Investments
California
$8.98M -$50.7M -837,792 -85%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$8.02M +$398K +7,325 +5%
MT
47
Midwest Trust
Kansas
$8.02M +$8.02M +147,431 New
NL
48
Nuveen LLC
North Carolina
$7.83M -$2.7M -49,733 -26%
Amundi
49
Amundi
France
$7.64M +$3.22M +57,423 +73%
Citadel Advisors
50
Citadel Advisors
Florida
$6.75M +$330K +6,065 +5%
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