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U-Haul Holding Co Series N

312 hedge funds and large institutions have $2.97B invested in U-Haul Holding Co Series N in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 93 increasing their positions, 129 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

442% more call options, than puts

Call options by funds: $1.54M | Put options by funds: $285K

0.83% less ownership

Funds ownership: 36.86%36.03% (-0.83%)

7% less funds holding

Funds holding: 336312 (-24)

10% less capital invested

Capital invested by funds: $3.32B → $2.97B (-$346M)

28% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 129

31% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 71

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
312
Holders Change
-24
Holders Change %
-7.14%
% of All Funds
3.78%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.06%
New
49
Increased
93
Reduced
129
Closed
71
Calls
$1.54M
Puts
$285K
Net Calls
+$1.26M
Net Calls Change
+$4.29M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
151
Claret Asset Management
Quebec, Canada
$601K -$13.6K -279 -2%
Mariner
152
Mariner
Kansas
$598K -$207K -4,255 -25%
Victory Capital Management
153
Victory Capital Management
Texas
$583K -$1.03M -21,217 -63%
OAM
154
Oxford Asset Management
United Kingdom
$560K +$583K +11,976 New
GT
155
Greenleaf Trust
Michigan
$557K -$1.75K -36 -0.3%
EC
156
EntryPoint Capital
New York
$542K -$158K -3,254 -22%
Commonwealth Equity Services
157
Commonwealth Equity Services
Massachusetts
$535K -$85.1K -1,748 -13%
SLAM
158
Swiss Life Asset Management
$534K -$97.2K -1,996 -15%
Creative Planning
159
Creative Planning
Kansas
$529K +$56.7K +1,165 +11%
ET
160
Entropy Technologies
New York
$519K +$541K +11,109 New
BHCM
161
Brevan Howard Capital Management
Jersey
$518K +$539K +11,077 New
BVP
162
Bristlecone Value Partners
California
$512K +$534K +10,962 New
Public Employees Retirement Association of Colorado
163
Public Employees Retirement Association of Colorado
Colorado
$498K
Canada Life
164
Canada Life
Manitoba, Canada
$496K -$484K -9,945 -48%
IFWM
165
Institute for Wealth Management
Colorado
$488K -$221K -4,545 -30%
VOYA Investment Management
166
VOYA Investment Management
Georgia
$475K -$825K -16,949 -63%
Amundi
167
Amundi
France
$471K -$6.26M -128,589 -93%
LWAM
168
Legacy Wealth Asset Management
Minnesota
$467K +$11.9K +245 +3%
LP
169
LMR Partners
United Kingdom
$454K +$472K +9,706 New
NFGCM
170
Norman Fields Gottscho Capital Management
New York
$422K -$97.8K -2,009 -18%
SI
171
Symmetry Investments
Jersey
$421K -$48.7K -1,000 -10%
X
172
Xponance
Pennsylvania
$420K -$247K -5,070 -36%
CFM
173
Catalyst Funds Management
Australia
$397K -$667K -13,700 -62%
FDCDDQ
174
Federation des caisses Desjardins du Quebec
Quebec, Canada
$380K -$7.45K -153 -2%
AC
175
AXQ Capital
New Jersey
$373K +$129K +2,641 +50%

UHAL.B Hedge Fund Activity: Q4 2025 in Review

312 of the 8,256 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co Series N (UHAL.B) for Q4 2025, worth a combined $2.97B — down 10% from $3.32B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of UHAL.B and 49 opened new positions — a net loss of 22 holders — while 129 trimmed existing stakes and 93 added.

The largest buyer was D.E. Shaw & Co, adding an estimated $20.1M. The largest seller was BlackRock, cutting an estimated $44.3M.

  • 312 institutional investors held U-Haul Holding Co Series N (UHAL.B) as of Q4 2025, down from 336 in Q3 2025.
  • Funds reported $2.97B of U-Haul Holding Co Series N stock for Q4 2025, down 10% quarter-over-quarter.
  • 49 funds opened new U-Haul Holding Co Series N positions in Q4 2025 and 71 closed out, a net change of -22 holders.
  • The largest U-Haul Holding Co Series N buyer in Q4 2025 was D.E. Shaw & Co, an estimated $20.1M added.
  • The largest U-Haul Holding Co Series N seller in Q4 2025 was BlackRock, an estimated $44.3M sold.

Based on aggregated 13F filings for Q4 2025.