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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
MFS
176
Mirabella Financial Services
United Kingdom
$357K +$372K +7,632 New
AF
177
Allworth Financial
California
$355K +$682 +14 +0.2%
MMA
178
Miracle Mile Advisors
California
$338K -$390K -8,004 -53%
LAM
179
LECAP Asset Management
United Kingdom
$331K +$344K +7,074 New
ACM
180
Aquatic Capital Management
Illinois
$326K -$406K -8,337 -54%
AB
181
Amalgamated Bank
New York
$323K +$35.9K +738 +12%
Bank of Montreal
182
Bank of Montreal
Ontario, Canada
$320K -$42.5K -874 -11%
SFA
183
Sequoia Financial Advisors
Ohio
$311K +$109K +2,230 +50%
EP
184
Edgestream Partners
New Jersey
$310K -$4.59M -94,346 -93%
Vanguard Personalized Indexing Management
185
Vanguard Personalized Indexing Management
California
$296K -$49.7K -1,021 -14%
RDWM
186
Red Door Wealth Management
Tennessee
$290K +$302K +6,200 New
HSBC Holdings
187
HSBC Holdings
United Kingdom
$280K -$1.34M -27,467 -82%
JCM
188
Janney Capital Management
Pennsylvania
$274K +$4.77K +98 +2%
FFM
189
Forum Financial Management
Illinois
$266K +$16.6K +342 +6%
Nisa Investment Advisors
190
Nisa Investment Advisors
Missouri
$257K -$3.89K -80 -1%
Deutsche Bank
191
Deutsche Bank
Germany
$253K -$4.88M -100,221 -95%
OSAM
192
O'Shaughnessy Asset Management
Connecticut
$250K -$57.8K -1,188 -18%
M&T Bank
193
M&T Bank
New York
$250K +$260K +5,340 New
URS
194
Utah Retirement Systems
Utah
$249K
IMCOOI
195
Investment Management Corp of Ontario (IMCO)
Canada
$242K +$31.6K +649 +14%
Voloridge Investment Management
196
Voloridge Investment Management
Florida
$238K -$311K -6,383 -56%
V
197
ViaWealth
Kansas
$236K -$34.3K -705 -12%
Fisher Asset Management
198
Fisher Asset Management
Washington
$223K +$232K +4,770 New
MW
199
Marble Wealth
Alabama
$222K +$232K +4,759 New
National Bank of Canada
200
National Bank of Canada
Quebec, Canada
$222K +$22K +451 +10%

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.