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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
Franklin Resources
76
Franklin Resources
California
$467K +$413K +5,963 +502%
API
77
Asset Planning Inc
California
$464K
PTC
78
Petrus Trust Company
Texas
$447K
Tudor Investment Corp
79
Tudor Investment Corp
Connecticut
$445K +$472K +6,810 New
T. Rowe Price Associates
80
T. Rowe Price Associates
Maryland
$442K +$24.4K +352 +5%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$426K +$451K +6,514 New
VI
82
Versor Investments
New York
$418K +$222K +3,200 +100%
KAM
83
Knightsbridge Asset Management
California
$398K -$20.3K -293 -5%
OC
84
Oppenheimer & Close
New York
$392K -$7.97K -115 -2%
LPL Financial
85
LPL Financial
California
$368K -$4.44M -64,121 -92%
ISL
86
Ingalls & Snyder LLC
New York
$367K -$5.2K -75 -1%
BAM
87
Belpointe Asset Management
Nevada
$349K +$84.1K +1,214 +29%
IP
88
Intellectus Partners
California
$349K
Raymond James Financial
89
Raymond James Financial
Florida
$346K -$9.84K -142 -3%
ClearBridge Investments
90
ClearBridge Investments
New York
$340K
OQS
91
Occudo Quantitative Strategies
Florida
$334K +$20.2K +291 +6%
RWA
92
Redmont Wealth Advisors
Illinois
$318K -$175K -2,530 -34%
American Century Companies
93
American Century Companies
Missouri
$317K -$206K -2,968 -38%
SOW
94
State of Wyoming
Wyoming
$315K +$334K +4,818 New
LAM
95
Lakewood Asset Management
Illinois
$281K +$73.3K +1,058 +33%
MAA
96
Mraz Amerine & Associates
California
$276K -$832 -12 -0.3%
QWM
97
Quadcap Wealth Management
Texas
$251K -$2.15K -31 -0.8%
LCGC
98
Legacy Capital Group California
California
$248K +$28.6K +412 +12%
LWM
99
Lodestone Wealth Management
Washington
$230K -$54.5K -786 -18%
SSA
100
Schonfeld Strategic Advisors
New York
$229K -$194K -2,800 -44%

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.