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U-Haul Holding Co

209 hedge funds and large institutions have $400M invested in U-Haul Holding Co in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 59 increasing their positions, 69 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 37

1% less funds holding

Funds holding: 212209 (-3)

5.42% less ownership

Funds ownership: 41.61%36.2% (-5.4%)

14% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 69

18% less capital invested

Capital invested by funds: $488M → $400M (-$88.1M)

60% less call options, than puts

Call options by funds: $2.31M | Put options by funds: $5.71M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
209
Holders Change
-3
Holders Change %
-1.42%
% of All Funds
2.74%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
36
Increased
59
Reduced
69
Closed
37
Calls
$2.31M
Puts
$5.71M
Net Calls
-$3.4M
Net Calls Change
-$3.02M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
26
Bruce & Co
Illinois
$4.22M
VOYA Investment Management
27
VOYA Investment Management
Georgia
$2.67M -$659K -11,172 -19%
Point72 Asset Management
28
Point72 Asset Management
Connecticut
$2.64M +$1.07M +18,124 +64%
Bank of America
29
Bank of America
North Carolina
$2.58M +$1.1M +18,725 +71%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$2.1M +$66.1K +1,122 +3%
ACM
31
Abrams Capital Management
Massachusetts
$2.08M
Jacobs Levy Equity Management
32
Jacobs Levy Equity Management
New Jersey
$2.05M -$904K -15,330 -30%
DCM
33
Dimension Capital Management
Florida
$2M +$2.06M +35,016 New
GF
34
Gabelli Funds
New York
$1.95M
Northern Trust
35
Northern Trust
Illinois
$1.91M -$90.5K -1,536 -4%
UBS Group
36
UBS Group
Switzerland
$1.89M +$354K +6,005 +22%
Citigroup
37
Citigroup
New York
$1.82M -$9.73K -165 -0.5%
Goldman Sachs
38
Goldman Sachs
New York
$1.7M +$664K +11,269 +61%
Arrowstreet Capital
39
Arrowstreet Capital
Massachusetts
$1.69M +$820K +13,908 +89%
Voloridge Investment Management
40
Voloridge Investment Management
Florida
$1.67M -$579K -9,818 -25%
GAM
41
Gotham Asset Management
New York
$1.61M +$1.66M +28,222 New
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$1.49M +$1.51M +25,626 +5,328%
Verition Fund Management
43
Verition Fund Management
Connecticut
$1.25M -$1.85M -31,333 -59%
STA
44
Summit Trail Advisors
New York
$1.12M +$894K +15,170 +340%
LCM
45
Landscape Capital Management
New Jersey
$1.09M
N
46
Nuveen
North Carolina
$1.08M -$13.4K -227 -1%
TI
47
Trexquant Investment
Connecticut
$1.08M -$163K -2,758 -13%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$1.06M -$117K -1,988 -10%
Wells Fargo
49
Wells Fargo
California
$1.03M -$9.43K -160 -0.9%
Universal-Beteiligungs- und Servicegesellschaft
50
Universal-Beteiligungs- und Servicegesellschaft
Germany
$964K

UHAL Hedge Fund Activity: Q3 2025 in Review

209 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q3 2025, worth a combined $400M — down 18% from $488M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of UHAL and 36 opened new positions — a net loss of 1 holder — while 69 trimmed existing stakes and 59 added.

The largest buyer was Estuary Capital Management, opening a new position worth an estimated $12.6M. The largest seller was Scharf Investments, cutting an estimated $53.1M.

  • 209 institutional investors held U-Haul Holding Co (UHAL) as of Q3 2025, down from 212 in Q2 2025.
  • Funds reported $400M of U-Haul Holding Co stock for Q3 2025, down 18% quarter-over-quarter.
  • 36 funds opened new U-Haul Holding Co positions in Q3 2025 and 37 closed out, a net change of -1 holder.
  • The largest U-Haul Holding Co buyer in Q3 2025 was Estuary Capital Management, an estimated $12.6M added.
  • The largest U-Haul Holding Co seller in Q3 2025 was Scharf Investments, an estimated $53.1M sold.

Based on aggregated 13F filings for Q3 2025.