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U-Haul Holding Co

202 hedge funds and large institutions have $349M invested in U-Haul Holding Co in 2026 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 58 increasing their positions, 63 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 29

0% more funds holding

Funds holding: 202202 (0)

8% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 63

1.25% less ownership

Funds ownership: 38.48%37.24% (-1.2%)

8% less capital invested

Capital invested by funds: $377M → $349M (-$28.5M)

42% less call options, than puts

Call options by funds: $635K | Put options by funds: $1.1M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
202
Holders Change
Holders Change %
0%
% of All Funds
2.49%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
36
Increased
58
Reduced
63
Closed
29
Calls
$635K
Puts
$1.1M
Net Calls
-$464K
Net Calls Change
-$903K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
51
Bank of New York Mellon
New York
$984K +$37.1K +724 +4%
Creative Planning
52
Creative Planning
Kansas
$978K -$38.7K -755 -4%
Tudor Investment Corp
53
Tudor Investment Corp
Connecticut
$956K -$1.88M -36,609 -65%
XT
54
XTX Topco
Cayman Islands
$842K -$536K -10,452 -37%
VOYA Investment Management
55
VOYA Investment Management
Georgia
$764K -$498K -9,708 -38%
Swiss National Bank
56
Swiss National Bank
Switzerland
$741K
I
57
InceptionR
California
$709K +$761K +14,840 New
MP
58
McDonald Partners
Ohio
$689K +$5.13K +100 +0.7%
Squarepoint
59
Squarepoint
New York
$677K +$149K +2,911 +26%
IC
60
IEQ Capital
California
$655K -$430K -8,394 -38%
MC
61
Maverick Capital
Texas
$651K +$698K +13,621 New
PCMF
62
Private Capital Management (Florida)
Florida
$631K +$677K +13,200 New
KA
63
Kerrisdale Advisers
Florida
$607K
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$597K -$2.97K -58 -0.5%
Ameriprise
65
Ameriprise
Minnesota
$583K +$80.7K +1,574 +15%
Corient Private Wealth
66
Corient Private Wealth
Florida
$575K -$2.95M -57,587 -83%
JP Morgan Chase
67
JP Morgan Chase
New York
$572K +$97.2K +1,897 +18%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$543K
MFS
69
Mirabella Financial Services
United Kingdom
$538K +$577K +11,266 New
Osaic Holdings
70
Osaic Holdings
Arizona
$519K +$35K +683 +7%
CAU
71
Caxton Associates (UK)
$496K +$532K +10,382 New
UBS AM
72
UBS AM
Illinois
$486K -$133K -2,602 -20%
ClearBridge Investments
73
ClearBridge Investments
New York
$478K +$169K +3,300 +49%
BAM
74
Blueshift Asset Management
New Jersey
$463K +$497K +9,690 New
FC
75
Farringdon Capital
United Kingdom
$442K -$67.2K -1,312 -12%