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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 %
Teacher Retirement System of Texas
151
Teacher Retirement System of Texas
Texas
$801K 14,741 +551 +4%
VAS
152
Vestmark Advisory Solutions
Massachusetts
$780K 14,344 +14,344 New
AA
153
Ancora Advisors
Ohio
$777K 14,288 -625 -4%
DS
154
DRW Securities
Illinois
$759K 13,953 +13,953 New
X
155
Xponance
Pennsylvania
$753K 13,852 -74 -0.5%
Holocene Advisors
156
Holocene Advisors
New York
$724K 13,314 -13,329 -50%
CAM
157
Claret Asset Management
Quebec, Canada
$715K 13,145 – –
Cerity Partners
158
Cerity Partners
New York
$710K 13,052 +535 +4%
GT
159
Greenleaf Trust
Michigan
$690K 12,689 -2,188 -15%
MS
160
Maven Securities
Jersey
$682K 12,542 +931 +8%
Macquarie Group
161
Macquarie Group
Australia
$662K 12,176 – –
NFGCM
162
Norman Fields Gottscho Capital Management
New York
$661K 12,164 -7,185 -37%
VPIM
163
Vanguard Personalized Indexing Management
California
$630K 11,580 -5,853 -34%
EGM
164
Engineers Gate Manager
New York
$596K 10,958 +10,958 New
Korea Investment Corp
165
Korea Investment Corp
South Korea
$581K 10,694 -1,600 -13%
Public Employees Retirement Association of Colorado
166
Public Employees Retirement Association of Colorado
Colorado
$579K 10,653 – –
QT
167
Quantbot Technologies
New York
$551K 10,143 +10,143 New
SEI Investments
168
SEI Investments
Pennsylvania
$536K 9,862 -111 -1%
Creative Planning
169
Creative Planning
Kansas
$531K 9,759 +798 +9%
CP
170
Camelot Portfolios
Ohio
$517K 9,504 +9,504 New
LWAM
171
Legacy Wealth Asset Management
Minnesota
$507K 9,322 +44 +0.5%
STA
172
Summit Trail Advisors
New York
$502K 9,228 +9,228 New
TD Asset Management
173
TD Asset Management
Ontario, Canada
$463K 8,519 -600 -7%
Janus Henderson Group
174
Janus Henderson Group
United Kingdom
$458K 8,444 -456 -5%
ETC
175
Exchange Traded Concepts
Oklahoma
$445K 8,184 +5,195 +174%
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7
8 9