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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
212
Holders Change
–
Holders Change %
0%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
30
Increased
61
Reduced
70
Closed
28
Calls
$939K
Puts
$1.32M
Net Calls
-$381K
Net Calls Change
+$201K

Top Buyers

Rank Fund Capital Flow
1
SI
Scharf Investments
California
+$52.4M
2
Millennium Management
Millennium Management
New York
+$18.3M
3
Jane Street
Jane Street
New York
+$3.22M
4
Norges Bank
Norges Bank
Norway
+$2.67M
5
UBS AM
UBS AM
Illinois
+$2.58M

Top Sellers

Rank Fund Capital Flow
1
TFM
Trian Fund Management
New York
-$18.7M
2
SCM
Smead Capital Management
Arizona
-$13.7M
3
UBS Group
UBS Group
Switzerland
-$3.82M
4
SCA
Southpoint Capital Advisors
New York
-$3.13M
5
State Street
State Street
Massachusetts
-$2.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
VOYA Investment Management
26
VOYA Investment Management
Georgia
$3.51M +$1.05M +16,751 +41%
Verition Fund Management
27
Verition Fund Management
Connecticut
$3.23M +$634K +10,132 +23%
Jacobs Levy Equity Management
28
Jacobs Levy Equity Management
New Jersey
$3.1M +$1.31M +20,940 +69%
UBS AM
29
UBS AM
Illinois
$2.5M +$2.58M +41,300 New
Voloridge Investment Management
30
Voloridge Investment Management
Florida
$2.37M -$1.59M -25,345 -39%
ACM
31
Abrams Capital Management
Massachusetts
$2.2M – – –
Tudor Investment Corp
32
Tudor Investment Corp
Connecticut
$2.16M +$1.81M +28,884 +424%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$2.15M +$95.1K +1,520 +4%
Northern Trust
34
Northern Trust
Illinois
$2.12M -$193K -3,081 -8%
GF
35
Gabelli Funds
New York
$2.07M – – –
Citigroup
36
Citigroup
New York
$1.95M +$165K +2,638 +9%
SO
37
STRS Ohio
Ohio
$1.84M +$73.7K +1,179 +4%
Point72 Asset Management
38
Point72 Asset Management
Connecticut
$1.7M +$1.76M +28,100 New
UBS Group
39
UBS Group
Switzerland
$1.64M -$3.82M -61,112 -69%
Bank of America
40
Bank of America
North Carolina
$1.6M +$993K +15,872 +150%
TI
41
Trexquant Investment
Connecticut
$1.31M +$347K +5,541 +34%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$1.24M -$97.9K -1,565 -7%
N
43
Nuveen
North Carolina
$1.16M -$267K -4,275 -18%
LCM
44
Landscape Capital Management
New Jersey
$1.16M -$476K -7,614 -28%
Goldman Sachs
45
Goldman Sachs
New York
$1.12M +$663K +10,596 +134%
VF
46
Virtu Financial
New York
$1.12M +$364K +5,825 +46%
Wells Fargo
47
Wells Fargo
California
$1.1M +$82.1K +1,312 +8%
Universal-Beteiligungs- und Servicegesellschaft
48
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.02M – – –
Arrowstreet Capital
49
Arrowstreet Capital
Massachusetts
$949K +$980K +15,674 New
MP
50
McDonald Partners
Ohio
$898K -$6.25K -100 -0.7%
1
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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.