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U-Haul Holding Co Series N
UHAL.B

Overview Fund Activity

311 hedge funds and large institutions have $3.37B invested in U-Haul Holding Co Series N in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 128 increasing their positions, 101 reducing their positions, and 29 closing their positions.

Holders
311
Holders Change
-7
Holders Change %
-2.2%
% of All Funds
4.18%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.15%
New
32
Increased
128
Reduced
101
Closed
29
Calls
–
Puts
$54K
Net Calls
-$54K
Net Calls Change
-$96K

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$51.6M
2
SCM
2
Smead Capital Management
Arizona
$155M
3
State of Wisconsin Investment Board
3
State of Wisconsin Investment Board
Wisconsin
$40.6M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$235M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$133M

Top Sellers

1
SI
1
Scharf Investments
California
$8.98M
2
TFM
2
Trian Fund Management
New York
$18.4M
3
Northern Trust
3
Northern Trust
Illinois
$32.4M
4
LPC
4
Long Pond Capital
New York
$0
5
FCI
5
Financial Counselors Inc
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SFA
201
Sequoia Financial Advisors
Ohio
$281K 5,164 +323 +7%
CI
202
Corient IA
Florida
$272K 5,000 – –
HighTower Advisors
203
HighTower Advisors
Illinois
$266K 4,896 +1,059 +28%
Principal Financial Group
204
Principal Financial Group
Iowa
$260K 4,787 -920 -16%
Royal London Asset Management
205
Royal London Asset Management
United Kingdom
$260K 4,778 – –
M&T Bank
206
M&T Bank
New York
$258K 4,744 +660 +16%
MSRPS
207
Maryland State Retirement & Pension System
Maryland
$255K 4,687 – –
KeyBank National Association
208
KeyBank National Association
Ohio
$250K 4,607 -785 -15%
PCP
209
Proficio Capital Partners
Massachusetts
$247K 4,546 +41 +0.9%
SCM
210
Sterling Capital Management
North Carolina
$243K 4,466 +1,118 +33%
BAMF
211
BI Asset Management Fondsmaeglerselskab
Denmark
$242K 4,453 – –
GI
212
GAMMA Investing
California
$229K 4,205 +3,614 +612%
CWM
213
CIBC World Markets
New York
$220K 4,042 -374 -8%
PNC Financial Services Group
214
PNC Financial Services Group
Pennsylvania
$216K 3,967 -1,476 -27%
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$211K 3,881 -307 -7%
SWP
216
Stratos Wealth Partners
Ohio
$210K 3,861 – –
US Bancorp
217
US Bancorp
Minnesota
$178K 3,266 – –
KBC Group
218
KBC Group
Belgium
$162K 2,982 +786 +36%
LI
219
LRI Investments
Florida
$156K 2,866 +7 +0.2%
PWAM
220
Private Wealth Asset Management
Iowa
$148K 2,720 -18 -0.7%
RIL
221
Rothschild Investment LLC
Illinois
$125K 2,305 – –
Comerica Bank
222
Comerica Bank
Texas
$122K 2,241 +12 +0.5%
VI
223
Vestcor Inc
New Brunswick, Canada
$110K 2,016 -9 -0.4%
PA
224
Parallel Advisors
California
$107K 1,961 -9 -0.5%
BTI
225
Blue Trust Inc
Georgia
$89K 1,637 +59 +4%
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