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U-Haul Holding Co Series N

310 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 48 funds opening new positions, 93 increasing their positions, 128 reducing their positions, and 70 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: $ → $

27% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 128

31% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 70

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
310
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
AF
176
Allworth Financial
California
$355K
MMA
177
Miracle Mile Advisors
California
$338K
LAM
178
LECAP Asset Management
United Kingdom
$331K
ACM
179
Aquatic Capital Management
Illinois
$326K
AB
180
Amalgamated Bank
New York
$323K
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$320K
SFA
182
Sequoia Financial Advisors
Ohio
$311K
EP
183
Edgestream Partners
New Jersey
$310K
VPIM
184
Vanguard Personalized Indexing Management
California
$296K
RDWM
185
Red Door Wealth Management
Tennessee
$290K
HSBC Holdings
186
HSBC Holdings
United Kingdom
$280K
JCM
187
Janney Capital Management
Pennsylvania
$274K
FFM
188
Forum Financial Management
Illinois
$266K
Nisa Investment Advisors
189
Nisa Investment Advisors
Missouri
$257K
Deutsche Bank
190
Deutsche Bank
Germany
$253K
OSAM
191
O'Shaughnessy Asset Management
Connecticut
$250K
M&T Bank
192
M&T Bank
New York
$250K
URS
193
Utah Retirement Systems
Utah
$249K
IMCOOI
194
Investment Management Corp of Ontario (IMCO)
Canada
$242K
Voloridge Investment Management
195
Voloridge Investment Management
Florida
$238K
V
196
ViaWealth
Kansas
$236K
Fisher Asset Management
197
Fisher Asset Management
Washington
$223K
MW
198
Marble Wealth
Alabama
$222K
National Bank of Canada
199
National Bank of Canada
Quebec, Canada
$222K
Teacher Retirement System of Texas
200
Teacher Retirement System of Texas
Texas
$220K