U-Haul Holding Co Series N
UHAL.B
336 hedge funds and large institutions have $3.32B invested in U-Haul Holding Co Series N in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 109 increasing their positions, 121 reducing their positions, and 34 closing their positions.
47% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 34
4% more funds holding
Funds holding: 323 → 336 (+13)
0.54% more ownership
Funds ownership: 36.32% → 36.86% (+0.54%)
5% less capital invested
Capital invested by funds: $3.49B → $3.32B (-$167M)
10% less repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 121
27% less funds holding in top 10
Funds holding in top 10: 11 → 8 (-3)
92% less call options, than puts
Call options by funds: $270K | Put options by funds: $3.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
Scharf Investments
Los Gatos,
California
|
+$40.2M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$39.2M |
| 3 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$17.8M |
| 4 |
UBS AM
Chicago,
Illinois
|
+$16.4M |
| 5 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
+$13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Pertento Partners
London,
United Kingdom
|
-$54.2M |
| 2 |
TFM
Trian Fund Management
New York
|
-$18.4M |
| 3 |
SCM
Smead Capital Management
Phoenix,
Arizona
|
-$10.9M |
| 4 |
HCA
Harbor Capital Advisors
Chicago,
Illinois
|
-$10.1M |
| 5 |
YAM
Yacktman Asset Management
Austin,
Texas
|
-$9.84M |
UHAL.B Hedge Fund Activity: Q3 2025 in Review
336 of the 7,631 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co Series N (UHAL.B) for Q3 2025, worth a combined $3.32B — down 4.8% from $3.49B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new UHAL.B positions and 34 closed out — a net gain of 16 holders — while 109 added to existing stakes and 121 trimmed.
The largest buyer was Scharf Investments, adding an estimated $40.2M. The largest seller was Pertento Partners, exiting entirely with an estimated $54.2M sold.
- 336 institutional investors held U-Haul Holding Co Series N (UHAL.B) as of Q3 2025, up from 323 in Q2 2025.
- Funds reported $3.32B of U-Haul Holding Co Series N stock for Q3 2025, down 4.8% quarter-over-quarter.
- 50 funds opened new U-Haul Holding Co Series N positions in Q3 2025 and 34 closed out, a net change of +16 holders.
- The largest U-Haul Holding Co Series N buyer in Q3 2025 was Scharf Investments, an estimated $40.2M added.
- The largest U-Haul Holding Co Series N seller in Q3 2025 was Pertento Partners, an estimated $54.2M sold.
Based on aggregated 13F filings for Q3 2025.