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U-Haul Holding Co
UHAL

202 hedge funds and large institutions have $527M invested in U-Haul Holding Co in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 67 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,088% more call options, than puts

Call options by funds: $1.05M | Put options by funds: $48K

11% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 27

2.24% more ownership

Funds ownership: 36.69% → 38.94% (+2.2%)

1% more funds holding

Funds holding: 200 → 202 (+2)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

7% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 67

5% less capital invested

Capital invested by funds: $557M → $527M (-$30M)

Holders
202
Holders Change
+2
Holders Change %
+1%
% of All Funds
2.66%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
30
Increased
62
Reduced
67
Closed
27
Calls
$1.05M
Puts
$48K
Net Calls
+$1M
Net Calls Change
-$315K

Top Buyers

1
TFM
Trian Fund Management
New York
+$14.7M
2
SCA
Southpoint Capital Advisors
New York
+$7.25M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$6.19M
4
Norges Bank
Norges Bank
Norway
+$5.79M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$5.51M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$7.13M
2
SCM
Smead Capital Management
Arizona
-$6.91M
3
SI
Scharf Investments
California
-$4.97M
4
YAM
Yacktman Asset Management
Texas
-$4.57M
5
Morgan Stanley
Morgan Stanley
New York
-$3.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$2.61M +$2.45M +33,811 +854%
ACM
27
Abrams Capital Management
Massachusetts
$2.51M – – –
Northern Trust
28
Northern Trust
Illinois
$2.39M +$65.1K +898 +3%
Citigroup
29
Citigroup
New York
$2.3M +$277K +3,817 +13%
Jacobs Levy Equity Management
30
Jacobs Levy Equity Management
New Jersey
$2.2M -$197K -2,711 -8%
QCM
31
Quantinno Capital Management
New York
$2.15M +$1.51M +20,879 +204%
Citadel Advisors
32
Citadel Advisors
Florida
$2.14M +$2.25M +30,977 New
GF
33
Gabelli Funds
New York
$2.11M +$1.71M +23,600 +337%
VOYA Investment Management
34
VOYA Investment Management
Georgia
$2.03M +$1.16M +16,063 +120%
Marshall Wace
35
Marshall Wace
United Kingdom
$1.78M -$1.55M -21,378 -45%
Treasurer of the State of North Carolina
36
Treasurer of the State of North Carolina
North Carolina
$1.74M +$808K +11,148 +79%
AFR
37
Applied Fundamental Research
Massachusetts
$1.73M -$2.63M -36,213 -59%
VCM
38
Vision Capital Management
Oregon
$1.71M -$52.7K -727 -3%
SO
39
STRS Ohio
Ohio
$1.65M +$688K +9,493 +66%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$1.58M +$13K +179 +0.8%
Wells Fargo
41
Wells Fargo
California
$1.28M -$12.2K -168 -0.9%
Renaissance Technologies
42
Renaissance Technologies
New York
$1.17M +$906K +12,500 +280%
N
43
Nuveen
North Carolina
$1.17M -$818K -11,282 -40%
GCP
44
GSA Capital Partners
United Kingdom
$1.03M -$279K -3,850 -20%
MP
45
McDonald Partners
Ohio
$1.02M -$21.8K -300 -2%
BC
46
Barnett & Company
Tennessee
$971K – – –
OLVIG
47
Oliver Lagore Vanvalin Investment Group
Michigan
$932K -$11.3K -156 -1%
State Board of Administration of Florida Retirement System
48
State Board of Administration of Florida Retirement System
Florida
$925K +$307K +4,230 +46%
HF
49
HRT Financial
New York
$914K -$49K -676 -5%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$913K +$283K +3,906 +42%
1
2
3 4 5

UHAL Hedge Fund Activity: Q4 2024 in Review

202 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q4 2024, worth a combined $527M — down 5.4% from $557M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new UHAL positions and 27 closed out — a net gain of 3 holders — while 62 added to existing stakes and 67 trimmed.

The largest buyer was Trian Fund Management, adding an estimated $14.7M. The largest seller was Millennium Management, exiting entirely with an estimated $7.13M sold.

  • 202 institutional investors held U-Haul Holding Co (UHAL) as of Q4 2024, up from 200 in Q3 2024.
  • Funds reported $527M of U-Haul Holding Co stock for Q4 2024, down 5.4% quarter-over-quarter.
  • 30 funds opened new U-Haul Holding Co positions in Q4 2024 and 27 closed out, a net change of +3 holders.
  • The largest U-Haul Holding Co buyer in Q4 2024 was Trian Fund Management, an estimated $14.7M added.
  • The largest U-Haul Holding Co seller in Q4 2024 was Millennium Management, an estimated $7.13M sold.

Based on aggregated 13F filings for Q4 2024.