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U-Haul Holding Co

202 hedge funds and large institutions have $377M invested in U-Haul Holding Co in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 62 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $726K | Put options by funds: $287K

13% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 62

2.29% more ownership

Funds ownership: 36.2%38.48% (+2.3%)

8% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 36

3% less funds holding

Funds holding: 209202 (-7)

6% less capital invested

Capital invested by funds: $400M → $377M (-$22.8M)

Holders
202
Holders Change
-7
Holders Change %
-3.35%
% of All Funds
2.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
70
Reduced
62
Closed
36
Calls
$726K
Puts
$287K
Net Calls
+$439K
Net Calls Change
+$3.84M
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
76
Corient Private Wealth
Florida
$410K +$3.71M +69,640 New
DIS
77
Diversified Investment Strategies
Louisiana
$405K -$958 -18 -0.2%
GF
78
Gabelli Funds
New York
$403K -$1.39M -26,167 -77%
SC
79
Shay Capital
New York
$403K +$186K +3,500 +78%
MOS
80
MGO One Seven
Ohio
$391K -$31.9K -600 -7%
QCG
81
Quadrant Capital Group
Ohio
$386K +$399K +7,493 +4,742%
VI
82
Versor Investments
New York
$382K +$403K +7,580 New
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$382K -$13.6K -255 -3%
CLA
84
Carnegie Lake Advisors
New Jersey
$380K -$1.33K -25 -0.3%
RhumbLine Advisers
85
RhumbLine Advisers
Massachusetts
$375K -$10.7K -202 -3%
GI
86
GAMCO Investors
Connecticut
$355K -$41K -770 -10%
ClearBridge Investments
87
ClearBridge Investments
New York
$338K +$79.8K +1,500 +29%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$336K -$125K -2,348 -26%
A
89
AlphaQuest
New York
$321K -$351K -6,596 -51%
Invesco
90
Invesco
Georgia
$318K +$1.33K +25 +0.4%
Wells Fargo
91
Wells Fargo
California
$306K -$637K -11,969 -66%
HighTower Advisors
92
HighTower Advisors
Illinois
$303K +$12.1K +228 +4%
OC
93
Oppenheimer & Close
New York
$302K
KAM
94
Knightsbridge Asset Management
California
$302K +$266 +5 +0.1%
T. Rowe Price Associates
95
T. Rowe Price Associates
Maryland
$292K -$79K -1,485 -20%
AWM
96
AE Wealth Management
Kansas
$267K +$279K +5,253 +14,592%
IP
97
Intellectus Partners
California
$264K -$5.48K -103 -2%
ISL
98
Ingalls & Snyder LLC
New York
$257K -$16.8K -315 -6%
Legal & General Group
99
Legal & General Group
United Kingdom
$255K +$179K +3,369 +199%
Focus Partners Wealth
100
Focus Partners Wealth
Massachusetts
$248K +$262K +4,921 New

UHAL Hedge Fund Activity: Q4 2025 in Review

202 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q4 2025, worth a combined $377M — down 5.7% from $400M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of UHAL and 33 opened new positions — a net loss of 3 holders — while 62 trimmed existing stakes and 70 added.

The largest buyer was Quantinno Capital Management, adding an estimated $9.5M. The largest seller was Estuary Capital Management, exiting entirely with an estimated $12.2M sold.

  • 202 institutional investors held U-Haul Holding Co (UHAL) as of Q4 2025, down from 209 in Q3 2025.
  • Funds reported $377M of U-Haul Holding Co stock for Q4 2025, down 5.7% quarter-over-quarter.
  • 33 funds opened new U-Haul Holding Co positions in Q4 2025 and 36 closed out, a net change of -3 holders.
  • The largest U-Haul Holding Co buyer in Q4 2025 was Quantinno Capital Management, an estimated $9.5M added.
  • The largest U-Haul Holding Co seller in Q4 2025 was Estuary Capital Management, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2025.