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U-Haul Holding Co Series N
UHAL.B

Overview Fund Activity

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
Holders
316
Holders Change
-2
Holders Change %
-0.63%
% of All Funds
4.24%
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
130
Reduced
104
Closed
29
Calls
–
Puts
$407K
Net Calls
-$407K
Net Calls Change
-$449K

Top Buyers

1
SCM
Smead Capital Management
Arizona
$155M
2
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$40.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$235M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$133M
5
TSW
Thompson Siegel & Walmsley
Virginia
$30.3M

Top Sellers

1
SI
Scharf Investments
California
$8.98M
2
TFM
Trian Fund Management
New York
$18.4M
3
Northern Trust
Northern Trust
Illinois
$32.4M
4
LPC
Long Pond Capital
New York
$0
5
FCI
Financial Counselors Inc
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IFWM
151
Institute for Wealth Management
Colorado
$819K -$14.9K -274 -2%
HCA
152
Hyperion Capital Advisors
New York
$816K – – –
Commonwealth Equity Services
153
Commonwealth Equity Services
Massachusetts
$805K +$1.09K +20 +0.1%
Teacher Retirement System of Texas
154
Teacher Retirement System of Texas
Texas
$801K +$30K +551 +4%
VAS
155
Vestmark Advisory Solutions
Massachusetts
$780K +$780K +14,344 New
AA
156
Ancora Advisors
Ohio
$777K -$34K -625 -4%
DS
157
DRW Securities
Illinois
$759K +$759K +13,953 New
X
158
Xponance
Pennsylvania
$753K -$4.02K -74 -0.5%
Holocene Advisors
159
Holocene Advisors
New York
$724K -$725K -13,329 -50%
CAM
160
Claret Asset Management
Quebec, Canada
$715K – – –
Cerity Partners
161
Cerity Partners
New York
$710K +$29.1K +535 +4%
GT
162
Greenleaf Trust
Michigan
$690K -$119K -2,188 -15%
NAM
163
Nissay Asset Management
Japan
$687K +$18.7K +344 +3%
MS
164
Maven Securities
Jersey
$682K +$50.6K +931 +8%
Macquarie Group
165
Macquarie Group
Australia
$662K – – –
NFGCM
166
Norman Fields Gottscho Capital Management
New York
$661K -$390K -7,185 -37%
VPIM
167
Vanguard Personalized Indexing Management
California
$630K -$318K -5,853 -34%
EGM
168
Engineers Gate Manager
New York
$596K +$596K +10,958 New
Korea Investment Corp
169
Korea Investment Corp
South Korea
$581K -$87K -1,600 -13%
Public Employees Retirement Association of Colorado
170
Public Employees Retirement Association of Colorado
Colorado
$579K – – –
QT
171
Quantbot Technologies
New York
$551K +$551K +10,143 New
SEI Investments
172
SEI Investments
Pennsylvania
$536K -$6.04K -111 -1%
Creative Planning
173
Creative Planning
Kansas
$531K +$43.4K +798 +9%
CP
174
Camelot Portfolios
Ohio
$517K +$517K +9,504 New
LWAM
175
Legacy Wealth Asset Management
Minnesota
$507K +$2.39K +44 +0.5%
5 6
7
8 9