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U-Haul Holding Co Series N
UHAL.B

Overview Fund Activity

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 38 funds opening new positions, 112 increasing their positions, 109 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
+8
Holders Change %
+2.58%
% of All Funds
4.32%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.18%
New
38
Increased
112
Reduced
109
Closed
25
Calls
$120K
Puts
$78K
Net Calls
+$42K
Net Calls Change
-$1.14M

Top Buyers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$135M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$244M
3
TSW
Thompson Siegel & Walmsley
Virginia
$25.9M
4
PP
Pertento Partners
United Kingdom
$58.1M
5
Northern Trust
Northern Trust
Illinois
$47.6M

Top Sellers

1
EC
Eminence Capital
New York
$0
2
IC
Impactive Capital
New York
$0
3
UBS AM
UBS AM
Illinois
$5.79M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$525K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$208M
Name Holding Trade Value Shares
Change 		Shares
Change %
OTL
176
Oak Thistle LLC
New York
$453K +$453K +7,658 New
P
177
&Partners
Tennessee
$445K +$94.9K +1,610 +27%
EC
178
EntryPoint Capital
New York
$438K +$241K +4,078 +123%
Nordea Investment Management
179
Nordea Investment Management
Sweden
$431K +$1.72K +29 +0.4%
Bank of Montreal
180
Bank of Montreal
Ontario, Canada
$426K +$888 +15 +0.2%
AF
181
Allworth Financial
California
$416K +$275 +5 +0.1%
Osaic Holdings
182
Osaic Holdings
Arizona
$406K -$21.5K -364 -5%
JCM
183
Janney Capital Management
Pennsylvania
$395K -$38.5K -650 -9%
SMDAM
184
Sumitomo Mitsui DS Asset Management
Japan
$384K +$59 +1 +0%
V
185
ViaWealth
Kansas
$377K -$46.7K -789 -11%
PP
186
Prudential plc
United Kingdom
$369K – – –
Pathstone Holdings
187
Pathstone Holdings
New Jersey
$362K +$35.7K +603 +11%
AB
188
Amalgamated Bank
New York
$355K +$4.38K +74 +1%
BEAM
189
Baker Ellis Asset Management
Washington
$350K – – –
Principal Financial Group
190
Principal Financial Group
Iowa
$338K -$71.2K -1,203 -17%
Robeco Institutional Asset Management
191
Robeco Institutional Asset Management
Netherlands
$325K +$72.3K +1,222 +29%
CIBC Asset Management
192
CIBC Asset Management
Ontario, Canada
$325K +$7.34K +124 +2%
Nisa Investment Advisors
193
Nisa Investment Advisors
Missouri
$324K – – –
PNC Financial Services Group
194
PNC Financial Services Group
Pennsylvania
$322K -$24.4K -413 -7%
KeyBank National Association
195
KeyBank National Association
Ohio
$319K -$6.92K -117 -2%
URS
196
Utah Retirement Systems
Utah
$315K -$661K -11,168 -68%
Prudential Financial
197
Prudential Financial
New Jersey
$309K +$86.1K +1,455 +39%
FFM
198
Forum Financial Management
Illinois
$297K +$297K +5,027 New
CI
199
Corient IA
Florida
$296K +$296K +5,000 New
SFA
200
Sequoia Financial Advisors
Ohio
$287K -$4.97K -84 -2%
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8
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