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U-Haul Holding Co Series N

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

7% less capital invested

Capital invested by funds: $3.75B → $3.48B (-$272M)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $407K

Holders
316
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$407K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
201
CIBC Asset Management
Ontario, Canada
$299K
Nisa Investment Advisors
202
Nisa Investment Advisors
Missouri
$298K
FFM
203
Forum Financial Management
Illinois
$297K
URS
204
Utah Retirement Systems
Utah
$290K
SFA
205
Sequoia Financial Advisors
Ohio
$281K
CI
206
Corient IA
Florida
$272K
HighTower Advisors
207
HighTower Advisors
Illinois
$266K
Principal Financial Group
208
Principal Financial Group
Iowa
$260K
Royal London Asset Management
209
Royal London Asset Management
United Kingdom
$260K
M&T Bank
210
M&T Bank
New York
$258K
MSRPS
211
Maryland State Retirement & Pension System
Maryland
$255K
KeyBank National Association
212
KeyBank National Association
Ohio
$250K
PCP
213
Proficio Capital Partners
Massachusetts
$247K
SCM
214
Sterling Capital Management
North Carolina
$243K
BAMF
215
BI Asset Management Fondsmaeglerselskab
Denmark
$242K
GI
216
GAMMA Investing
California
$229K
CWM
217
CIBC World Markets
New York
$220K
PNC Financial Services Group
218
PNC Financial Services Group
Pennsylvania
$216K
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$211K
SWP
220
Stratos Wealth Partners
Ohio
$210K
US Bancorp
221
US Bancorp
Minnesota
$178K
KBC Group
222
KBC Group
Belgium
$162K
LI
223
LRI Investments
Florida
$156K
PWAM
224
Private Wealth Asset Management
Iowa
$148K
RIL
225
Rothschild Investment LLC
Illinois
$125K