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U-Haul Holding Co Series N

312 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 49 funds opening new positions, 93 increasing their positions, 129 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

442% more call options, than puts

Call options by funds: $1.54M | Put options by funds: $285K

0.83% less ownership

Funds ownership: 36.86%36.03% (-0.83%)

7% less funds holding

Funds holding: 336312 (-24)

10% less capital invested

Capital invested by funds: $3.32B → $2.97B (-$346M)

28% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 129

31% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 71

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
312
Holders Change
-24
Holders Change %
-7.14%
% of All Funds
3.78%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.06%
New
49
Increased
93
Reduced
129
Closed
71
Calls
$1.54M
Puts
$285K
Net Calls
+$1.26M
Net Calls Change
+$4.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$413M -$8.05M -165,467 -2%
YAM
2
Yacktman Asset Management
Texas
$271M -$693K -14,226 -0.2%
BlackRock
3
BlackRock
New York
$216M -$44.3M -909,313 -16%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$197M -$1.7M -34,822 -0.8%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$188M +$19.7M +404,145 +11%
ACM
6
Abrams Capital Management
Massachusetts
$152M
Hotchkis & Wiley Capital Management
7
Hotchkis & Wiley Capital Management
California
$151M +$2.06M +42,344 +1%
SCM
8
Smead Capital Management
Arizona
$115M -$8.27M -169,816 -6%
SCA
9
Southpoint Capital Advisors
New York
$88.8M
RP
10
Reinhart Partners
Wisconsin
$85.2M +$3.66M +75,118 +4%
State Street
11
State Street
Massachusetts
$84.3M -$28.2M -580,244 -24%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$82.5M -$161K -3,299 -0.2%
Artisan Partners
13
Artisan Partners
Wisconsin
$48.5M -$9.44M -193,827 -16%
Norges Bank
14
Norges Bank
Norway
$47.2M +$49.2M +1,010,271 New
TSW
15
Thompson Siegel & Walmsley
Virginia
$45.5M +$8.3M +170,495 +21%
SI
16
Scharf Investments
California
$38.4M -$3.91M -80,271 -9%
Charles Schwab
17
Charles Schwab
California
$36.7M +$1.1M +22,517 +3%
State of Wisconsin Investment Board
18
State of Wisconsin Investment Board
Wisconsin
$30.4M -$8.13M -167,097 -20%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$30.1M +$20.1M +412,548 +178%
Northern Trust
20
Northern Trust
Illinois
$24.7M -$4.09M -84,116 -14%
Morgan Stanley
21
Morgan Stanley
New York
$23.1M -$4.03M -82,889 -14%
TBC
22
Tweedy, Browne Co
Connecticut
$21.8M +$80.4K +1,652 +0.4%
BC
23
Bruce & Co
Illinois
$21.1M
BCP
24
Bayberry Capital Partners
New York
$19.4M -$2.09M -43,000 -9%
Millennium Management
25
Millennium Management
New York
$18.2M +$8.67M +178,101 +84%

UHAL.B Hedge Fund Activity: Q4 2025 in Review

312 of the 8,256 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co Series N (UHAL.B) for Q4 2025, worth a combined $2.97B — down 10% from $3.32B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of UHAL.B and 49 opened new positions — a net loss of 22 holders — while 129 trimmed existing stakes and 93 added.

The largest buyer was D.E. Shaw & Co, adding an estimated $20.1M. The largest seller was BlackRock, cutting an estimated $44.3M.

  • 312 institutional investors held U-Haul Holding Co Series N (UHAL.B) as of Q4 2025, down from 336 in Q3 2025.
  • Funds reported $2.97B of U-Haul Holding Co Series N stock for Q4 2025, down 10% quarter-over-quarter.
  • 49 funds opened new U-Haul Holding Co Series N positions in Q4 2025 and 71 closed out, a net change of -22 holders.
  • The largest U-Haul Holding Co Series N buyer in Q4 2025 was D.E. Shaw & Co, an estimated $20.1M added.
  • The largest U-Haul Holding Co Series N seller in Q4 2025 was BlackRock, an estimated $44.3M sold.

Based on aggregated 13F filings for Q4 2025.