UHAL.B icon

U-Haul Holding Co Series N

330 hedge funds and large institutions have $3.31B invested in U-Haul Holding Co Series N in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 108 increasing their positions, 120 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

10% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 120

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

92% less call options, than puts

Call options by funds: $270K | Put options by funds: $3.3M

Holders
330
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$270K
Puts
$3.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
176
Macquarie Group
Australia
$620K
GT
177
Greenleaf Trust
Michigan
$609K
Voloridge Investment Management
178
Voloridge Investment Management
Florida
$585K
NFGCM
179
Norman Fields Gottscho Capital Management
New York
$562K
Korea Investment Corp
180
Korea Investment Corp
South Korea
$544K
Public Employees Retirement Association of Colorado
181
Public Employees Retirement Association of Colorado
Colorado
$542K
Creative Planning
182
Creative Planning
Kansas
$517K
SRC
183
Shufro Rose & Co
New York
$509K
SI
184
Symmetry Investments
Jersey
$509K
LWAM
185
Legacy Wealth Asset Management
Minnesota
$496K
CP
186
Camelot Portfolios
Ohio
$464K
CC
187
Centiva Capital
New York
$463K
TD Asset Management
188
TD Asset Management
Ontario, Canada
$437K
Janus Henderson Group
189
Janus Henderson Group
United Kingdom
$430K
Daiwa Securities Group
190
Daiwa Securities Group
Japan
$424K
FDCDDQ
191
Federation des caisses Desjardins du Quebec
Quebec, Canada
$421K
Nordea Investment Management
192
Nordea Investment Management
Sweden
$399K
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
$393K
AF
194
Allworth Financial
California
$386K
IIM
195
INTECH Investment Management
Florida
$386K
Prudential Financial
196
Prudential Financial
New Jersey
$380K
VPIM
197
Vanguard Personalized Indexing Management
California
$374K
SFI
198
Susquehanna Fundamental Investments
Pennsylvania
$351K
OSAM
199
O'Shaughnessy Asset Management
Connecticut
$333K
SMDAM
200
Sumitomo Mitsui DS Asset Management
Japan
$332K