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U-Haul Holding Co

212 hedge funds and large institutions have $481M invested in U-Haul Holding Co in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 68 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

19% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 57

5% more funds holding

Funds holding: 202212 (+10)

1.4% less ownership

Funds ownership: 38.94%37.54% (-1.4%)

9% less capital invested

Capital invested by funds: $527M → $481M (-$46.7M)

48% less call options, than puts

Call options by funds: $634K | Put options by funds: $1.22M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
212
Holders Change
+10
Holders Change %
+4.95%
% of All Funds
2.84%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
30
Increased
68
Reduced
57
Closed
17
Calls
$634K
Puts
$1.22M
Net Calls
-$582K
Net Calls Change
-$1.58M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
51
Barnett & Company
Tennessee
$840K -$83.2K -1,200 -9%
KA
52
Kerrisdale Advisers
Florida
$831K
VF
53
Virtu Financial
New York
$824K +$874K +12,610 New
Osaic Holdings
54
Osaic Holdings
Arizona
$823K +$612K +8,838 +235%
Ameriprise
55
Ameriprise
Minnesota
$768K +$24.6K +355 +3%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$743K
SCM
57
Semanteon Capital Management
Massachusetts
$722K +$119K +1,723 +18%
OP
58
Orvieto Partners
Massachusetts
$719K
AI
59
Atria Investments
North Carolina
$712K +$6.72K +97 +0.9%
Bank of America
60
Bank of America
North Carolina
$693K +$204K +2,948 +38%
JP Morgan Chase
61
JP Morgan Chase
New York
$641K -$693 -10 -0.1%
Corient Private Wealth
62
Corient Private Wealth
Florida
$632K +$17.8K +257 +3%
BGIM
63
Brandywine Global Investment Management
Pennsylvania
$610K -$25.8K -373 -4%
KTA
64
Keeley-Teton Advisors
Illinois
$591K -$40.2K -580 -6%
TC
65
TwinBeech Capital
New York
$576K +$611K +8,820 New
A
66
AlphaQuest
New York
$576K +$611K +8,818 New
MOS
67
MGO One Seven
Ohio
$556K -$293K -4,223 -33%
GAM
68
Gotham Asset Management
New York
$547K +$580K +8,374 New
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$546K +$26.3K +379 +5%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$539K -$9.01K -130 -2%
DIS
71
Diversified Investment Strategies
Louisiana
$531K -$26.7K -385 -5%
CLA
72
Carnegie Lake Advisors
New Jersey
$524K
Goldman Sachs
73
Goldman Sachs
New York
$517K +$91.9K +1,326 +20%
HighTower Advisors
74
HighTower Advisors
Illinois
$510K +$25.2K +363 +5%
NFGCM
75
Norman Fields Gottscho Capital Management
New York
$485K +$15.6K +225 +3%

UHAL Hedge Fund Activity: Q1 2025 in Review

212 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q1 2025, worth a combined $481M — down 8.8% from $527M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new UHAL positions and 17 closed out — a net gain of 13 holders — while 68 added to existing stakes and 57 trimmed.

The largest buyer was Norges Bank, adding an estimated $5.88M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $20.7M sold.

  • 212 institutional investors held U-Haul Holding Co (UHAL) as of Q1 2025, up from 202 in Q4 2024.
  • Funds reported $481M of U-Haul Holding Co stock for Q1 2025, down 8.8% quarter-over-quarter.
  • 30 funds opened new U-Haul Holding Co positions in Q1 2025 and 17 closed out, a net change of +13 holders.
  • The largest U-Haul Holding Co buyer in Q1 2025 was Norges Bank, an estimated $5.88M added.
  • The largest U-Haul Holding Co seller in Q1 2025 was Lord, Abbett & Co, an estimated $20.7M sold.

Based on aggregated 13F filings for Q1 2025.