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U-Haul Holding Co

200 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, 61 increasing their positions, 66 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+2
Holders Change %
+1.01%
% 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
61
Reduced
66
Closed
27
Calls
$1.05M
Puts
$48K
Net Calls
+$1M
Net Calls Change
-$315K
Name Holding Trade Value Shares
Change
Shares
Change %
MOS
51
MGO One Seven
Ohio
$880K +$116K +1,680 +15%
KA
52
Kerrisdale Advisers
Florida
$878K
Ameriprise
53
Ameriprise
Minnesota
$788K -$36.1K -522 -4%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$785K
ACM
55
Aquatic Capital Management
Illinois
$780K +$206K +2,984 +36%
OP
56
Orvieto Partners
Massachusetts
$760K +$760K +11,000 New
AI
57
Atria Investments
North Carolina
$746K -$5.39K -78 -0.7%
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$678K +$138K +1,991 +25%
BGIM
59
Brandywine Global Investment Management
Pennsylvania
$670K -$35.2K -510 -5%
KTA
60
Keeley-Teton Advisors
Illinois
$665K +$29.6K +429 +5%
Corient Private Wealth
61
Corient Private Wealth
Florida
$649K -$173K -2,599 -21%
SCM
62
Semanteon Capital Management
Massachusetts
$644K +$644K +9,326 New
DIS
63
Diversified Investment Strategies
Louisiana
$588K +$3.45K +50 +0.6%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$579K -$70.5K -1,021 -11%
CLA
65
Carnegie Lake Advisors
New Jersey
$554K -$38K -550 -6%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$551K -$19.7K -285 -3%
American Century Companies
67
American Century Companies
Missouri
$540K -$304K -4,393 -36%
Bank of America
68
Bank of America
North Carolina
$529K +$139K +2,006 +35%
HighTower Advisors
69
HighTower Advisors
Illinois
$514K -$23.1K -334 -4%
RWA
70
Redmont Wealth Advisors
Illinois
$511K +$415 +6 +0.1%
NFGCM
71
Norman Fields Gottscho Capital Management
New York
$497K -$2.21K -32 -0.4%
UBS AM
72
UBS AM
Illinois
$492K
API
73
Asset Planning Inc
California
$491K +$491K +7,100 New
Fidelity Investments
74
Fidelity Investments
Massachusetts
$481K +$23.3K +337 +5%
PTC
75
Petrus Trust Company
Texas
$472K +$472K +6,837 New