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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
Jane Street
51
Jane Street
New York
$939K -$3.47M -58,805 -78%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$886K +$915K +15,522 New
VF
53
Virtu Financial
New York
$856K -$203K -3,441 -19%
MP
54
McDonald Partners
Ohio
$829K -$17.7K -300 -2%
Simplex Trading
55
Simplex Trading
Illinois
$800K +$822K +13,943 +17,004%
LPL Financial
56
LPL Financial
California
$779K +$429K +7,270 +114%
Creative Planning
57
Creative Planning
Kansas
$774K +$263K +4,467 +49%
A
58
AlphaQuest
New York
$740K +$764K +12,963 New
Barclays
59
Barclays
United Kingdom
$734K +$728K +12,345 +2,411%
KA
60
Kerrisdale Advisers
Florida
$726K
Osaic Holdings
61
Osaic Holdings
Arizona
$692K -$23.9K -405 -3%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$649K
American Century Companies
63
American Century Companies
Missouri
$636K +$223K +3,778 +51%
AAP
64
Arax Advisory Partners
Colorado
$572K +$571K +9,694 +2,877%
JP Morgan Chase
65
JP Morgan Chase
New York
$550K +$55.3K +939 +11%
Ameriprise
66
Ameriprise
Minnesota
$548K +$33.4K +567 +6%
BGIM
67
Brandywine Global Investment Management
Pennsylvania
$515K -$5.89K -100 -1%
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$514K +$336K +5,693 +171%
Connor, Clark & Lunn Investment Management (CC&L)
69
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$490K +$452K +7,675 +842%
Deutsche Bank
70
Deutsche Bank
Germany
$480K +$470K +7,967 +1,767%
MOS
71
MGO One Seven
Ohio
$477K -$3.01K -51 -0.6%
DIS
72
Diversified Investment Strategies
Louisiana
$460K
OP
73
Orvieto Partners
Massachusetts
$457K -$177K -3,000 -27%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$447K -$309K -5,243 -40%
SSA
75
Schonfeld Strategic Advisors
New York
$446K +$461K +7,822 New

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.