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U-Haul Holding Co
UHAL

Overview Fund Activity

209 hedge funds and large institutions have $448M invested in U-Haul Holding Co in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 56 reducing their positions, and 18 closing their positions.

Holders
209
Holders Change
+9
Holders Change %
+4.5%
% 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
31
Increased
66
Reduced
56
Closed
18
Calls
$634K
Puts
$1.22M
Net Calls
-$582K
Net Calls Change
-$1.58M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$5.7M
2
Millennium Management
2
Millennium Management
New York
$3.66M
3
UBS Group
3
UBS Group
Switzerland
$5.76M
4
BlackRock
4
BlackRock
New York
$30.7M
5
QCM
5
Quantinno Capital Management
New York
$4.05M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$0
2
SCM
2
Smead Capital Management
Arizona
$13.7M
3
LPL Financial
3
LPL Financial
California
$368K
4
State Street
4
State Street
Massachusetts
$8.85M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
101
Invesco
Georgia
$224K -$128K -1,958 -36%
I
102
InceptionR
California
$222K +$222K +3,399 New
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$211K +$211K +3,230 New
Fidelity Investments
104
Fidelity Investments
Massachusetts
$209K -$246K -3,765 -54%
PFSRSONJ
105
Police & Firemen's Retirement System of New Jersey
New Jersey
$203K +$25.8K +395 +15%
RAM
106
RK Asset Management
Michigan
$189K -$7.67K -117 -4%
CIAS
107
Capital Investment Advisory Services
North Carolina
$176K – – –
KK
108
KLP Kapitalforvaltning
Norway
$170K – – –
Ohio Public Employees Retirement System (OPERS)
109
Ohio Public Employees Retirement System (OPERS)
Ohio
$155K -$146K -2,238 -49%
SC
110
Skylands Capital
Wisconsin
$134K – – –
Barclays
111
Barclays
United Kingdom
$130K -$10.7K -163 -8%
BNP Paribas Financial Markets
112
BNP Paribas Financial Markets
France
$110K +$83.4K +1,276 +314%
SFM
113
Systematic Financial Management
New Jersey
$107K – – –
OWA
114
Opal Wealth Advisors
New York
$105K +$105K +1,607 New
Legal & General Group
115
Legal & General Group
United Kingdom
$101K +$12.5K +192 +14%
TAM
116
Third Avenue Management
New York
$95.2K – – –
Comerica Bank
117
Comerica Bank
Texas
$89.7K -$3.33K -51 -4%
HIIFS
118
Harel Insurance Investments & Financial Services
Israel
$77K -$16.3K -249 -17%
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$72.6K +$48.2K +738 +198%
CT
120
Colonial Trust
South Carolina
$68K -$588 -9 -0.9%
AF
121
Allworth Financial
California
$56.4K +$1.6K +26 +3%
EWA
122
EverSource Wealth Advisors
Alabama
$55.2K +$3.01K +46 +6%
VCM
123
Versant Capital Management
Arizona
$52.5K +$34.2K +524 +188%
OSAM
124
O'Shaughnessy Asset Management
Connecticut
$49K +$65 +1 +0.1%
Russell Investments Group
125
Russell Investments Group
United Kingdom
$48.4K +$24.3K +372 +101%
3 4
5
6 7