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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
Millennium Management
2
Millennium Management
New York
$21.1M
3
Jane Street
3
Jane Street
New York
$4.56M
4
UBS AM
4
UBS AM
Illinois
$2.5M
5
HF
5
HRT Financial
New York
$3.83M

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 %
LAM
101
Lakewood Asset Management
Illinois
$259K 4,269 -28 -0.7%
MAA
102
Mraz Amerine & Associates
California
$258K 4,258 – –
LCGC
103
Legacy Capital Group California
California
$245K 4,048 +253 +7%
QWM
104
Quadcap Wealth Management
Texas
$242K 4,000 +164 +4%
Corient Private Wealth
105
Corient Private Wealth
Florida
$219K 3,624 -6,364 -64%
Treasurer of the State of North Carolina
106
Treasurer of the State of North Carolina
North Carolina
$217K 3,589 -13,209 -79%
Invesco
107
Invesco
Georgia
$209K 3,443 +20 +0.6%
IC
108
Inkwell Capital
Florida
$205K 3,384 -110 -3%
Osaic Holdings
109
Osaic Holdings
Arizona
$202K 2,927 -9,670 -77%
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
$201K 3,321 +91 +3%
PFSRSONJ
111
Police & Firemen's Retirement System of New Jersey
New Jersey
$185K 3,054 -49 -2%
RAM
112
RK Asset Management
Michigan
$173K 2,853 -32 -1%
KK
113
KLP Kapitalforvaltning
Norway
$157K 2,600 – –
PD
114
Point72 (DIFC)
United Arab Emirates
$157K 2,596 +2,596 New
Ohio Public Employees Retirement System (OPERS)
115
Ohio Public Employees Retirement System (OPERS)
Ohio
$144K 2,386 +13 +0.5%
Walleye Trading
116
Walleye Trading
New York
$127K 2,095 +2,095 New
SC
117
Skylands Capital
Wisconsin
$124K 2,045 – –
Legal & General Group
118
Legal & General Group
United Kingdom
$112K 1,849 +307 +20%
SFM
119
Systematic Financial Management
New Jersey
$99.4K 1,642 – –
OWA
120
Opal Wealth Advisors
New York
$92.8K 1,533 -74 -5%
Russell Investments Group
121
Russell Investments Group
United Kingdom
$89.8K 1,483 +742 +100%
Comerica Bank
122
Comerica Bank
Texas
$83.1K 1,372 – –
National Bank of Canada
123
National Bank of Canada
Quebec, Canada
$80.8K 1,335 +1,121 +524%
CT
124
Colonial Trust
South Carolina
$63K 1,040 – –
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$59.3K 980 +267 +37%
3 4
5
6 7