U-Haul Holding Co
UHAL
212 hedge funds and large institutions have $488M invested in U-Haul Holding Co in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 70 reducing their positions, and 28 closing their positions.
4.08% more ownership
Funds ownership: 37.54% → 41.61% (+4.1%)
7% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 28
2% more capital invested
Capital invested by funds: $481M → $488M (+$7.28M)
0% more funds holding
Funds holding: 212 → 212 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
13% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 70
29% less call options, than puts
Call options by funds: $939K | Put options by funds: $1.32M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
Scharf Investments
Los Gatos,
California
|
+$52.4M |
| 2 |
Millennium Management
New York
|
+$18.3M |
| 3 |
Jane Street
New York
|
+$3.22M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$2.67M |
| 5 |
UBS AM
Chicago,
Illinois
|
+$2.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFM
Trian Fund Management
New York
|
-$18.7M |
| 2 |
SCM
Smead Capital Management
Phoenix,
Arizona
|
-$13.7M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3.82M |
| 4 |
SCA
Southpoint Capital Advisors
New York
|
-$3.13M |
| 5 |
State Street
Boston,
Massachusetts
|
-$2.46M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FDCDDQ
226
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| – | -$36.5K | -617 | Closed |
|
|
MIM
227
MetLife Investment Management
Whippany,
New Jersey
| – | -$18.5K | -283 | Closed |
|
|
QCG
228
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$10.8K | -166 | Closed |
|
229
Amundi
Paris,
France
| – | -$6.13K | -95 | Closed |
|
|
CF
230
Corebridge Financial
Houston,
Texas
| – | -$5.75K | -88 | Closed |
|
|
QC
231
Quent Capital
New York
| – | -$5.04K | -77 | Closed |
|
|
CCM
232
Coldstream Capital Management
Bellevue,
Washington
| – | -$4.38K | -67 | Closed |
|
|
AWM
233
Activest Wealth Management
Aventure,
Florida
| – | -$3K | -48 | Closed |
|
|
SW
234
SVB Wealth
Boston,
Massachusetts
| – | -$2.16K | -33 | Closed |
|
|
RTC
235
Riverview Trust Company
Vancouver,
Washington
| – | -$1.5K | -23 | Closed |
|
|
CA
236
Clearstead Advisors
Cleveland,
Ohio
| – | -$1.24K | -19 | Closed |
|
237
Bessemer Group
Woodbridge,
New Jersey
| – | -$438 | -7 | -58% |
|
|
GFPC
238
Global Financial Private Client
Sarasota,
Florida
| – | -$261 | -4 | Closed |
|
UHAL Hedge Fund Activity: Q2 2025 in Review
212 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q2 2025, worth a combined $488M — up 1.5% from $481M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new UHAL positions and 28 closed out — a net gain of 2 holders — while 61 added to existing stakes and 70 trimmed.
The largest buyer was Scharf Investments, adding an estimated $52.4M. The largest seller was Trian Fund Management, cutting an estimated $18.7M.
- 212 institutional investors held U-Haul Holding Co (UHAL) as of Q2 2025, unchanged from Q1 2025.
- Funds reported $488M of U-Haul Holding Co stock for Q2 2025, up 1.5% quarter-over-quarter.
- 30 funds opened new U-Haul Holding Co positions in Q2 2025 and 28 closed out, a net change of +2 holders.
- The largest U-Haul Holding Co buyer in Q2 2025 was Scharf Investments, an estimated $52.4M added.
- The largest U-Haul Holding Co seller in Q2 2025 was Trian Fund Management, an estimated $18.7M sold.
Based on aggregated 13F filings for Q2 2025.