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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 %
Connor, Clark & Lunn Investment Management (CC&L)
126
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.15M 21,213 +21,213 New
Manulife (Manufacturers Life Insurance)
127
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.15M 21,157 -1,168 -5%
Skandinaviska Enskilda Banken (SEB)
128
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.14M 21,026 – –
Corient Private Wealth
129
Corient Private Wealth
Florida
$1.14M 20,946 -14,995 -42%
AQR Capital Management
130
AQR Capital Management
Connecticut
$1.12M 20,653 +11,064 +115%
Canada Life
131
Canada Life
Manitoba, Canada
$1.12M 20,568 -874 -4%
Citigroup
132
Citigroup
New York
$1.12M 20,531 -235 -1%
MMA
133
Miracle Mile Advisors
California
$1.05M 19,397 -6,369 -25%
RR
134
Robotti Robert
$1.04M 19,100 +2,000 +12%
National Bank of Canada
135
National Bank of Canada
Quebec, Canada
$1.04M 19,146 +16,274 +567%
DnB Asset Management
136
DnB Asset Management
Norway
$1.01M 18,648 +18,648 New
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$987K 18,158 -579 -3%
Stifel Financial
138
Stifel Financial
Missouri
$986K 18,136 -666 -4%
AI
139
Atria Investments
North Carolina
$985K 18,116 +898 +5%
Toronto Dominion Bank
140
Toronto Dominion Bank
Ontario, Canada
$962K 17,691 +3,044 +21%
LWM
141
Lodestone Wealth Management
Washington
$959K 17,645 +3,989 +29%
P
142
&Partners
Tennessee
$921K 16,934 +9,383 +124%
DekaBank Deutsche Girozentrale
143
DekaBank Deutsche Girozentrale
Germany
$914K 16,772 +5,961 +55%
BCI
144
Brinker Capital Investments
Pennsylvania
$889K 16,345 +375 +2%
Neuberger Berman Group
145
Neuberger Berman Group
New York
$880K 16,191 -1,702 -10%
II
146
IFM Investors
Australia
$875K 16,102 – –
BCIM
147
British Columbia Investment Management
British Columbia, Canada
$830K 15,266 -3,293 -18%
IFWM
148
Institute for Wealth Management
Colorado
$819K 15,072 -274 -2%
HCA
149
Hyperion Capital Advisors
New York
$816K 15,000 – –
Commonwealth Equity Services
150
Commonwealth Equity Services
Massachusetts
$805K 14,798 +20 +0.1%
4 5
6
7 8