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U-Haul Holding Co Series N

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

7% less capital invested

Capital invested by funds: $3.75B → $3.48B (-$272M)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $407K

Holders
316
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$407K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
126
Franklin Resources
California
$1.24M
Janney Montgomery Scott
127
Janney Montgomery Scott
Pennsylvania
$1.22M
Connor, Clark & Lunn Investment Management (CC&L)
128
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.15M
Manulife (Manufacturers Life Insurance)
129
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.15M
Skandinaviska Enskilda Banken (SEB)
130
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.14M
AQR Capital Management
131
AQR Capital Management
Connecticut
$1.12M
Canada Life
132
Canada Life
Manitoba, Canada
$1.12M
Citigroup
133
Citigroup
New York
$1.12M
MMA
134
Miracle Mile Advisors
California
$1.05M
RR
135
Robotti Robert
$1.04M
National Bank of Canada
136
National Bank of Canada
Quebec, Canada
$1.04M
OBAM
137
ODDO BHF Asset Management
France
$1.03M
DnB Asset Management
138
DnB Asset Management
Norway
$1.01M
Zurich Cantonal Bank
139
Zurich Cantonal Bank
Switzerland
$987K
Stifel Financial
140
Stifel Financial
Missouri
$986K
AI
141
Atria Investments
North Carolina
$985K
Toronto Dominion Bank
142
Toronto Dominion Bank
Ontario, Canada
$962K
LWM
143
Lodestone Wealth Management
Washington
$959K
P
144
&Partners
Tennessee
$921K
DekaBank Deutsche Girozentrale
145
DekaBank Deutsche Girozentrale
Germany
$914K
BCI
146
Brinker Capital Investments
Pennsylvania
$889K
Neuberger Berman Group
147
Neuberger Berman Group
New York
$880K
II
148
IFM Investors
Australia
$875K
BCIM
149
British Columbia Investment Management
British Columbia, Canada
$830K
IFWM
150
Institute for Wealth Management
Colorado
$819K