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U-Haul Holding Co Series N

319 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 33 funds opening new positions, 131 increasing their positions, 105 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 (-$271M)

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
319
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
Russell Investments Group
126
Russell Investments Group
United Kingdom
$1.24M
Franklin Resources
127
Franklin Resources
California
$1.24M
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$1.22M
Connor, Clark & Lunn Investment Management (CC&L)
129
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.15M
Manulife (Manufacturers Life Insurance)
130
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.15M
Skandinaviska Enskilda Banken (SEB)
131
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.14M
AQR Capital Management
132
AQR Capital Management
Connecticut
$1.12M
Canada Life
133
Canada Life
Manitoba, Canada
$1.12M
Citigroup
134
Citigroup
New York
$1.12M
SLAM
135
Swiss Life Asset Management
$1.06M
MMA
136
Miracle Mile Advisors
California
$1.05M
RR
137
Robotti Robert
$1.04M
National Bank of Canada
138
National Bank of Canada
Quebec, Canada
$1.04M
OBAM
139
ODDO BHF Asset Management
France
$1.03M
DnB Asset Management
140
DnB Asset Management
Norway
$1.01M
Zurich Cantonal Bank
141
Zurich Cantonal Bank
Switzerland
$987K
Stifel Financial
142
Stifel Financial
Missouri
$986K
AI
143
Atria Investments
North Carolina
$985K
S
144
Steadtrust
Texas
$973K
Toronto Dominion Bank
145
Toronto Dominion Bank
Ontario, Canada
$962K
LWM
146
Lodestone Wealth Management
Washington
$959K
P
147
&Partners
Tennessee
$921K
DekaBank Deutsche Girozentrale
148
DekaBank Deutsche Girozentrale
Germany
$914K
BCI
149
Brinker Capital Investments
Pennsylvania
$889K
Neuberger Berman Group
150
Neuberger Berman Group
New York
$880K