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U-Haul Holding Co
UHAL

Overview Fund Activity

208 hedge funds and large institutions have $448M invested in U-Haul Holding Co in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 59 increasing their positions, 69 reducing their positions, and 25 closing their positions.

Holders
208
Holders Change
-1
Holders Change %
-0.48%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
30
Increased
59
Reduced
69
Closed
25
Calls
$382K
Puts
$1.32M
Net Calls
-$938K
Net Calls Change
-$356K

Top Buyers

1
SI
1
Scharf Investments
California
$81.7M
2
Norges Bank
2
Norges Bank
Norway
$32.4M
3
Millennium Management
3
Millennium Management
New York
$21.1M
4
Jane Street
4
Jane Street
New York
$4.56M
5
UBS AM
5
UBS AM
Illinois
$2.5M

Top Sellers

1
TFM
1
Trian Fund Management
New York
$21.4M
2
SCM
2
Smead Capital Management
Arizona
$0
3
UBS Group
3
UBS Group
Switzerland
$1.64M
4
State Street
4
State Street
Massachusetts
$5.82M
5
AFR
5
Applied Fundamental Research
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
American Century Companies
76
American Century Companies
Missouri
$446K 7,367 +2,520 +52%
EF
77
Empowered Funds
Pennsylvania
$445K 7,355 +7,355 New
Franklin Resources
78
Franklin Resources
California
$433K 7,143 -7 -0.1%
API
79
Asset Planning Inc
California
$430K 7,100 – –
HighTower Advisors
80
HighTower Advisors
Illinois
$422K 6,971 -825 -11%
T. Rowe Price Associates
81
T. Rowe Price Associates
Maryland
$418K 6,900 +140 +2%
PTC
82
Petrus Trust Company
Texas
$414K 6,837 – –
AI
83
Atria Investments
North Carolina
$409K 6,746 -4,154 -38%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$389K 6,421 -1,927 -23%
LPL Financial
85
LPL Financial
California
$387K 6,382 +753 +13%
CSS
86
Cubist Systematic Strategies
Connecticut
$379K 6,251 +6,251 New
BAM
87
Belpointe Asset Management
Nevada
$375K 6,189 +845 +16%
KAM
88
Knightsbridge Asset Management
California
$366K 6,049 -42 -0.7%
OC
89
Oppenheimer & Close
New York
$363K 5,995 -5 -0.1%
CC
90
Centiva Capital
New York
$347K 5,734 +5,734 New
ISL
91
Ingalls & Snyder LLC
New York
$338K 5,578 -32 -0.6%
FC
92
Farringdon Capital
United Kingdom
$334K 5,519 +5,519 New
NFGCM
93
Norman Fields Gottscho Capital Management
New York
$326K 5,389 -2,032 -27%
IP
94
Intellectus Partners
California
$323K 5,340 – –
ClearBridge Investments
95
ClearBridge Investments
New York
$315K 5,200 – –
Raymond James Financial
96
Raymond James Financial
Florida
$307K 5,065 -231 -4%
AC
97
AXQ Capital
New Jersey
$291K 4,807 +4,807 New
STA
98
Summit Trail Advisors
New York
$270K 4,458 +4,458 New
First Trust Advisors
99
First Trust Advisors
Illinois
$261K 4,312 +4,312 New
Fidelity Investments
100
Fidelity Investments
Massachusetts
$261K 4,308 +1,114 +35%
2 3
4
5 6