U-Haul Holding Co Series N
UHAL.B
323 hedge funds and large institutions have $3.49B invested in U-Haul Holding Co Series N in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 132 increasing their positions, 107 reducing their positions, and 29 closing their positions.
23% more repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 107
14% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 29
0.21% less ownership
Funds ownership: 36.53% → 36.32% (-0.21%)
0% less funds holding
Funds holding: 324 → 323 (-1)
9% less capital invested
Capital invested by funds: $3.81B → $3.49B (-$329M)
15% less funds holding in top 10
Funds holding in top 10: 13 → 11 (-2)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $407K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Smead Capital Management
Phoenix,
Arizona
|
+$24.6M |
| 2 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
+$15.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$11.6M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$9.61M |
| 5 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
+$6.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
Scharf Investments
Los Gatos,
California
|
-$46.8M |
| 2 |
TFM
Trian Fund Management
New York
|
-$43.9M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$11.7M |
| 4 |
LPC
Long Pond Capital
New York
|
-$11.1M |
| 5 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
|
-$8.67M |
UHAL.B Hedge Fund Activity: Q2 2025 in Review
323 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co Series N (UHAL.B) for Q2 2025, worth a combined $3.49B — down 8.6% from $3.81B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new UHAL.B positions and 29 closed out — a net gain of 4 holders — while 132 added to existing stakes and 107 trimmed.
The largest buyer was Smead Capital Management, adding an estimated $24.6M. The largest seller was Scharf Investments, cutting an estimated $46.8M.
- 323 institutional investors held U-Haul Holding Co Series N (UHAL.B) as of Q2 2025, down from 324 in Q1 2025.
- Funds reported $3.49B of U-Haul Holding Co Series N stock for Q2 2025, down 8.6% quarter-over-quarter.
- 33 funds opened new U-Haul Holding Co Series N positions in Q2 2025 and 29 closed out, a net change of +4 holders.
- The largest U-Haul Holding Co Series N buyer in Q2 2025 was Smead Capital Management, an estimated $24.6M added.
- The largest U-Haul Holding Co Series N seller in Q2 2025 was Scharf Investments, an estimated $46.8M sold.
Based on aggregated 13F filings for Q2 2025.