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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

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

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
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.54M
Puts
$285K
Net Calls
Net Calls Change

Top Buyers

1 +$20.1M
2 +$19.7M
3 +$16.5M
4
Jane Street
Jane Street
New York
+$11.4M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$9.69M

Top Sellers

1 -$44.3M
2 -$28.2M
3 -$14.5M
4
TCA
Troluce Capital Advisors
Puerto Rico
-$11.2M
5
UBS AM
UBS AM
Illinois
-$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
176
Mirabella Financial Services
United Kingdom
$357K
AF
177
Allworth Financial
California
$355K
MMA
178
Miracle Mile Advisors
California
$338K
LAM
179
LECAP Asset Management
United Kingdom
$331K
ACM
180
Aquatic Capital Management
Illinois
$326K
AB
181
Amalgamated Bank
New York
$323K
Bank of Montreal
182
Bank of Montreal
Ontario, Canada
$320K
SFA
183
Sequoia Financial Advisors
Ohio
$311K
EP
184
Edgestream Partners
New Jersey
$310K
VPIM
185
Vanguard Personalized Indexing Management
California
$296K
RDWM
186
Red Door Wealth Management
Tennessee
$290K
HSBC Holdings
187
HSBC Holdings
United Kingdom
$280K
JCM
188
Janney Capital Management
Pennsylvania
$274K
FFM
189
Forum Financial Management
Illinois
$266K
Nisa Investment Advisors
190
Nisa Investment Advisors
Missouri
$257K
Deutsche Bank
191
Deutsche Bank
Germany
$253K
OSAM
192
O'Shaughnessy Asset Management
Connecticut
$250K
M&T Bank
193
M&T Bank
New York
$250K
URS
194
Utah Retirement Systems
Utah
$249K
IMCOOI
195
Investment Management Corp of Ontario (IMCO)
Canada
$242K
Voloridge Investment Management
196
Voloridge Investment Management
Florida
$238K
V
197
ViaWealth
Kansas
$236K
Fisher Asset Management
198
Fisher Asset Management
Washington
$223K
MW
199
Marble Wealth
Alabama
$222K
National Bank of Canada
200
National Bank of Canada
Quebec, Canada
$222K