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U-Haul Holding Co Series N

318 hedge funds and large institutions have $3.75B invested in U-Haul Holding Co Series N in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 109 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

4% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 109

0.41% less ownership

Funds ownership: 36.29%35.89% (-0.41%)

9% less capital invested

Capital invested by funds: $4.1B → $3.75B (-$355M)

Holders
318
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$120K
Puts
$78K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GT
151
Greenleaf Trust
Michigan
$880K
Commonwealth Equity Services
152
Commonwealth Equity Services
Massachusetts
$875K
Toronto Dominion Bank
153
Toronto Dominion Bank
Ontario, Canada
$867K
Teacher Retirement System of Texas
154
Teacher Retirement System of Texas
Texas
$840K
X
155
Xponance
Pennsylvania
$824K
LWM
156
Lodestone Wealth Management
Washington
$808K
CAM
157
Claret Asset Management
Quebec, Canada
$778K
Cerity Partners
158
Cerity Partners
New York
$741K
SBH
159
Segall Bryant & Hamill
Illinois
$729K
NAM
160
Nissay Asset Management
Japan
$728K
Korea Investment Corp
161
Korea Investment Corp
South Korea
$728K
Macquarie Group
162
Macquarie Group
Australia
$721K
MS
163
Maven Securities
Jersey
$687K
Public Employees Retirement Association of Colorado
164
Public Employees Retirement Association of Colorado
Colorado
$630K
DekaBank Deutsche Girozentrale
165
DekaBank Deutsche Girozentrale
Germany
$625K
SEI Investments
166
SEI Investments
Pennsylvania
$590K
AQR Capital Management
167
AQR Capital Management
Connecticut
$558K
SG Americas Securities
168
SG Americas Securities
New York
$556K
LWAM
169
Legacy Wealth Asset Management
Minnesota
$549K
TD Asset Management
170
TD Asset Management
Ontario, Canada
$540K
OSAM
171
O'Shaughnessy Asset Management
Connecticut
$533K
Creative Planning
172
Creative Planning
Kansas
$530K
IIM
173
INTECH Investment Management
Florida
$526K
Janus Henderson Group
174
Janus Henderson Group
United Kingdom
$525K
Daiwa Securities Group
175
Daiwa Securities Group
Japan
$458K