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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
+$24M
2
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$15M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$11.3M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$9.36M
5
TSW
Thompson Siegel & Walmsley
Virginia
+$6.54M

Top Sellers

1
SI
Scharf Investments
California
-$50.7M
2
TFM
Trian Fund Management
New York
-$42.8M
3
Northern Trust
Northern Trust
Illinois
-$11.4M
4
LPC
Long Pond Capital
New York
-$11.1M
5
FCI
Financial Counselors Inc
Kansas
-$8.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
STA
176
Summit Trail Advisors
New York
$502K +$502K +9,228 New
TD Asset Management
177
TD Asset Management
Ontario, Canada
$463K -$32.6K -600 -7%
Janus Henderson Group
178
Janus Henderson Group
United Kingdom
$458K -$24.7K -456 -5%
ETC
179
Exchange Traded Concepts
Oklahoma
$445K +$282K +5,195 +174%
Osaic Holdings
180
Osaic Holdings
Arizona
$443K +$5.93K +93 +1%
Daiwa Securities Group
181
Daiwa Securities Group
Japan
$437K +$16.3K +300 +4%
IIM
182
INTECH Investment Management
Florida
$433K -$50.2K -924 -10%
Arrowstreet Capital
183
Arrowstreet Capital
Massachusetts
$427K +$427K +7,852 New
OSAM
184
O'Shaughnessy Asset Management
Connecticut
$423K -$66.6K -1,225 -14%
AF
185
Allworth Financial
California
$412K +$381 +7 +0.1%
Prudential Financial
186
Prudential Financial
New Jersey
$402K +$117K +2,158 +41%
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
$398K +$6.04K +111 +2%
Nordea Investment Management
188
Nordea Investment Management
Sweden
$393K +$1.83K +34 +0.5%
XT
189
XTX Topco
Cayman Islands
$379K +$379K +6,979 New
AC
190
AXQ Capital
New Jersey
$368K +$368K +6,774 New
SMDAM
191
Sumitomo Mitsui DS Asset Management
Japan
$351K -$2.07K -38 -0.6%
SG Americas Securities
192
SG Americas Securities
New York
$349K -$162K -2,977 -32%
PP
193
Prudential plc
United Kingdom
$339K – – –
AB
194
Amalgamated Bank
New York
$332K +$5.88K +108 +2%
Pathstone Holdings
195
Pathstone Holdings
New Jersey
$330K -$2.01K -37 -0.6%
V
196
ViaWealth
Kansas
$330K -$16.7K -308 -5%
Verition Fund Management
197
Verition Fund Management
Connecticut
$322K +$322K +5,916 New
BEAM
198
Baker Ellis Asset Management
Washington
$321K – – –
JCM
199
Janney Capital Management
Pennsylvania
$321K -$41.6K -766 -11%
EC
200
EntryPoint Capital
New York
$319K -$83.9K -1,543 -21%
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