U-Haul Holding Co Series N
UHAL.B
325 hedge funds and large institutions have $3.82B invested in U-Haul Holding Co Series N in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 117 increasing their positions, 110 reducing their positions, and 24 closing their positions.
58% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 24
54% more call options, than puts
Call options by funds: $120K | Put options by funds: $78K
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
4% more funds holding
Funds holding: 314 → 325 (+11)
6% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 110
0.16% more ownership
Funds ownership: 36.38% → 36.54% (+0.16%)
7% less capital invested
Capital invested by funds: $4.11B → $3.82B (-$296M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$37.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$30.6M |
| 3 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
+$27.4M |
| 4 |
PP
Pertento Partners
London,
United Kingdom
|
+$15.2M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$12.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
Eminence Capital
New York
|
-$35.2M |
| 2 |
IC
Impactive Capital
New York City,
New York
|
-$31.2M |
| 3 |
UBS AM
Chicago,
Illinois
|
-$21.8M |
| 4 |
Janus Henderson Group
London,
|
-$17.1M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$16.2M |
UHAL.B Hedge Fund Activity: Q1 2025 in Review
325 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co Series N (UHAL.B) for Q1 2025, worth a combined $3.82B — down 7.2% from $4.11B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new UHAL.B positions and 24 closed out — a net gain of 14 holders — while 117 added to existing stakes and 110 trimmed.
The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $37.4M. The largest seller was Eminence Capital, exiting entirely with an estimated $35.2M sold.
- 325 institutional investors held U-Haul Holding Co Series N (UHAL.B) as of Q1 2025, up from 314 in Q4 2024.
- Funds reported $3.82B of U-Haul Holding Co Series N stock for Q1 2025, down 7.2% quarter-over-quarter.
- 38 funds opened new U-Haul Holding Co Series N positions in Q1 2025 and 24 closed out, a net change of +14 holders.
- The largest U-Haul Holding Co Series N buyer in Q1 2025 was Hotchkis & Wiley Capital Management, an estimated $37.4M added.
- The largest U-Haul Holding Co Series N seller in Q1 2025 was Eminence Capital, an estimated $35.2M sold.
Based on aggregated 13F filings for Q1 2025.