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U-Haul Holding Co Series N

319 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 33 funds opening new positions, 131 increasing their positions, 105 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 (-$271M)

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
319
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
BEAM
201
Baker Ellis Asset Management
Washington
$321K
JCM
202
Janney Capital Management
Pennsylvania
$321K
EC
203
EntryPoint Capital
New York
$319K
CIBC Asset Management
204
CIBC Asset Management
Ontario, Canada
$299K
Nisa Investment Advisors
205
Nisa Investment Advisors
Missouri
$298K
FFM
206
Forum Financial Management
Illinois
$297K
URS
207
Utah Retirement Systems
Utah
$290K
SFA
208
Sequoia Financial Advisors
Ohio
$281K
CI
209
Corient IA
Florida
$272K
HighTower Advisors
210
HighTower Advisors
Illinois
$266K
Principal Financial Group
211
Principal Financial Group
Iowa
$260K
Royal London Asset Management
212
Royal London Asset Management
United Kingdom
$260K
M&T Bank
213
M&T Bank
New York
$258K
MSRPS
214
Maryland State Retirement & Pension System
Maryland
$255K
KeyBank National Association
215
KeyBank National Association
Ohio
$250K
PCP
216
Proficio Capital Partners
Massachusetts
$247K
SCM
217
Sterling Capital Management
North Carolina
$243K
BAMF
218
BI Asset Management Fondsmaeglerselskab
Denmark
$242K
GI
219
GAMMA Investing
California
$229K
CWM
220
CIBC World Markets
New York
$220K
PNC Financial Services Group
221
PNC Financial Services Group
Pennsylvania
$216K
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$211K
SWP
223
Stratos Wealth Partners
Ohio
$210K
US Bancorp
224
US Bancorp
Minnesota
$178K
KBC Group
225
KBC Group
Belgium
$162K