We are live on ! Find out more
UHAL.B icon

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
First Trust Advisors
51
First Trust Advisors
Illinois
$6.85M +$1.67M +34,365 +31%
NI
52
NFC Investments
Tennessee
$6.74M +$7.02M +144,212 New
Balyasny Asset Management
53
Balyasny Asset Management
Illinois
$6.2M -$4.62M -94,984 -42%
Qube Research & Technologies (QRT)
54
Qube Research & Technologies (QRT)
United Kingdom
$5.54M +$5.77M +118,628 New
OC
55
Oppenheimer & Close
New York
$5.46M +$3.29M +67,605 +138%
MAA
56
Mraz Amerine & Associates
California
$5.2M +$393K +8,075 +8%
Nuveen
57
Nuveen
North Carolina
$5.13M -$1.42M -29,253 -21%
Legal & General Group
58
Legal & General Group
United Kingdom
$4.8M -$5.6M -115,043 -53%
SG Americas Securities
59
SG Americas Securities
New York
$4.79M +$4.25M +87,399 +582%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$4.72M -$824K -16,918 -14%
HCA
61
Harbor Capital Advisors
Illinois
$4.59M +$457K +9,383 +11%
SAM
62
Storebrand Asset Management
Norway
$4.57M -$132K -2,708 -3%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$4.3M -$14.5M -298,051 -76%
Universal-Beteiligungs- und Servicegesellschaft
64
Universal-Beteiligungs- und Servicegesellschaft
Germany
$4.06M -$352K -7,226 -8%
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$4.03M -$604K -12,401 -13%
DIS
66
Diversified Investment Strategies
Louisiana
$3.89M -$7.89K -162 -0.2%
T. Rowe Price Associates
67
T. Rowe Price Associates
Maryland
$3.76M +$166K +3,413 +4%
SFI
68
Susquehanna Fundamental Investments
Pennsylvania
$3.57M +$3.38M +69,530 +1,008%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$3.47M
UBS Group
70
UBS Group
Switzerland
$3.27M -$6.2M -127,365 -65%
GI
71
GAMCO Investors
Connecticut
$3.2M -$642K -13,180 -16%
SSA
72
Schonfeld Strategic Advisors
New York
$3.12M +$3.25M +66,674 New
SC
73
Skylands Capital
Wisconsin
$3.12M +$1.38M +28,450 +74%
CIEC
74
Crédit Industriel et Commercial
France
$3.1M -$799K -16,416 -20%
JG
75
Jain Global
New York
$3M +$1.95M +39,957 +165%

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.