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U-Haul Holding Co

202 hedge funds and large institutions have $349M invested in U-Haul Holding Co in 2026 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 58 increasing their positions, 63 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 29

0% more funds holding

Funds holding: 202202 (0)

8% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 63

1.25% less ownership

Funds ownership: 38.48%37.24% (-1.2%)

8% less capital invested

Capital invested by funds: $377M → $349M (-$28.5M)

42% less call options, than puts

Call options by funds: $635K | Put options by funds: $1.1M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
202
Holders Change
Holders Change %
0%
% of All Funds
2.49%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
36
Increased
58
Reduced
63
Closed
29
Calls
$635K
Puts
$1.1M
Net Calls
-$464K
Net Calls Change
-$903K
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
76
Barclays
United Kingdom
$435K -$1.47M -28,675 -76%
LPL Financial
77
LPL Financial
California
$416K -$88.7K -1,731 -17%
EGM
78
Engineers Gate Manager
New York
$410K -$659K -12,861 -60%
MOS
79
MGO One Seven
Ohio
$405K +$36.6K +715 +9%
DIS
80
Diversified Investment Strategies
Louisiana
$384K
SOW
81
State of Wyoming
Wyoming
$376K +$275K +5,366 +215%
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$372K +$57.9K +1,129 +17%
American Century Companies
83
American Century Companies
Missouri
$365K -$190K -3,704 -33%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$362K
CLA
85
Carnegie Lake Advisors
New Jersey
$361K
RhumbLine Advisers
86
RhumbLine Advisers
Massachusetts
$355K -$1.13K -22 -0.3%
AC
87
AXQ Capital
New Jersey
$354K +$380K +7,417 New
GI
88
GAMCO Investors
Connecticut
$351K +$15.4K +300 +4%
HighTower Advisors
89
HighTower Advisors
Illinois
$339K +$55K +1,074 +18%
T. Rowe Price Associates
90
T. Rowe Price Associates
Maryland
$310K +$35.9K +701 +12%
Focus Partners Wealth
91
Focus Partners Wealth
Massachusetts
$310K +$80K +1,561 +32%
Verition Fund Management
92
Verition Fund Management
Connecticut
$297K -$933K -18,195 -75%
OC
93
Oppenheimer & Close
New York
$286K
KAM
94
Knightsbridge Asset Management
California
$283K -$3.23K -63 -1%
FTUS
95
Flow Traders U.S.
New York
$283K +$303K +5,913 New
Invesco
96
Invesco
Georgia
$283K -$20.2K -394 -6%
Ohio Public Employees Retirement System (OPERS)
97
Ohio Public Employees Retirement System (OPERS)
Ohio
$273K +$174K +3,393 +147%
WorldQuant Millennium Advisors
98
WorldQuant Millennium Advisors
New York
$272K +$40.4K +789 +16%
DTL
99
Dynamic Technology Lab
Singapore
$264K +$283K +5,530 New
Universal-Beteiligungs- und Servicegesellschaft
100
Universal-Beteiligungs- und Servicegesellschaft
Germany
$258K -$589K -11,500 -68%

UHAL Hedge Fund Activity: Q1 2026 in Review

202 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q1 2026, worth a combined $349M — down 7.5% from $377M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new UHAL positions and 29 closed out — a net gain of 7 holders — while 58 added to existing stakes and 63 trimmed.

The largest buyer was Millennium Management, adding an estimated $15.9M. The largest seller was Southpoint Capital Advisors, cutting an estimated $12.2M.

  • 202 institutional investors held U-Haul Holding Co (UHAL) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $349M of U-Haul Holding Co stock for Q1 2026, down 7.5% quarter-over-quarter.
  • 36 funds opened new U-Haul Holding Co positions in Q1 2026 and 29 closed out, a net change of +7 holders.
  • The largest U-Haul Holding Co buyer in Q1 2026 was Millennium Management, an estimated $15.9M added.
  • The largest U-Haul Holding Co seller in Q1 2026 was Southpoint Capital Advisors, an estimated $12.2M sold.

Based on aggregated 13F filings for Q1 2026.