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U-Haul Holding Co
UHAL

Overview Fund Activity

209 hedge funds and large institutions have $448M invested in U-Haul Holding Co in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 56 reducing their positions, and 18 closing their positions.

Holders
209
Holders Change
+9
Holders Change %
+4.5%
% 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
31
Increased
66
Reduced
56
Closed
18
Calls
$634K
Puts
$1.22M
Net Calls
-$582K
Net Calls Change
-$1.58M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$5.7M
2
Millennium Management
2
Millennium Management
New York
$3.66M
3
UBS Group
3
UBS Group
Switzerland
$5.76M
4
BlackRock
4
BlackRock
New York
$30.7M
5
QCM
5
Quantinno Capital Management
New York
$4.05M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$0
2
SCM
2
Smead Capital Management
Arizona
$13.7M
3
LPL Financial
3
LPL Financial
California
$368K
4
State Street
4
State Street
Massachusetts
$8.85M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
51
Kerrisdale Advisers
Florida
$831K – – –
VF
52
Virtu Financial
New York
$824K +$824K +12,610 New
Osaic Holdings
53
Osaic Holdings
Arizona
$823K +$578K +8,838 +235%
Ameriprise
54
Ameriprise
Minnesota
$768K +$23.2K +355 +3%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$743K – – –
SCM
56
Semanteon Capital Management
Massachusetts
$722K +$113K +1,723 +18%
OP
57
Orvieto Partners
Massachusetts
$719K – – –
AI
58
Atria Investments
North Carolina
$712K +$6.34K +97 +0.9%
Bank of America
59
Bank of America
North Carolina
$693K +$193K +2,948 +38%
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$641K -$654 -10 -0.1%
Corient Private Wealth
61
Corient Private Wealth
Florida
$632K +$16.3K +257 +3%
BGIM
62
Brandywine Global Investment Management
Pennsylvania
$610K -$24.4K -373 -4%
KTA
63
Keeley-Teton Advisors
Illinois
$591K -$37.9K -580 -6%
TC
64
TwinBeech Capital
New York
$576K +$576K +8,820 New
A
65
AlphaQuest
New York
$576K +$576K +8,818 New
MOS
66
MGO One Seven
Ohio
$556K -$276K -4,223 -33%
GAM
67
Gotham Asset Management
New York
$547K +$547K +8,374 New
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$546K +$24.8K +379 +5%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$539K -$8.5K -130 -2%
DIS
70
Diversified Investment Strategies
Louisiana
$531K -$25.2K -385 -5%
CLA
71
Carnegie Lake Advisors
New Jersey
$524K – – –
Goldman Sachs
72
Goldman Sachs
New York
$517K +$86.7K +1,326 +20%
HighTower Advisors
73
HighTower Advisors
Illinois
$510K +$23.7K +363 +5%
NFGCM
74
Norman Fields Gottscho Capital Management
New York
$485K +$14.7K +225 +3%
Franklin Resources
75
Franklin Resources
California
$467K +$390K +5,963 +502%
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