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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
IC
101
Inkwell Capital
Florida
$228K -$3.19K -46 -1%
Invesco
102
Invesco
Georgia
$224K -$136K -1,958 -36%
I
103
InceptionR
California
$222K +$236K +3,399 New
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$211K +$224K +3,230 New
RYIA
105
Roehl & Yi Investment Advisors
Oregon
$210K -$5.54K -80 -2%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$209K -$261K -3,765 -54%
PFSRSONJ
107
Police & Firemen's Retirement System of New Jersey
New Jersey
$203K +$27.4K +395 +15%
RAM
108
RK Asset Management
Michigan
$189K -$8.11K -117 -4%
CIAS
109
Capital Investment Advisory Services
North Carolina
$176K
KK
110
KLP Kapitalforvaltning
Norway
$170K
Ohio Public Employees Retirement System (OPERS)
111
Ohio Public Employees Retirement System (OPERS)
Ohio
$155K -$155K -2,238 -49%
SC
112
Skylands Capital
Wisconsin
$134K
Barclays
113
Barclays
United Kingdom
$129K -$11.3K -163 -8%
BNP Paribas Financial Markets
114
BNP Paribas Financial Markets
France
$110K +$88.4K +1,276 +314%
SFM
115
Systematic Financial Management
New Jersey
$107K
OWA
116
Opal Wealth Advisors
New York
$105K +$111K +1,607 New
Legal & General Group
117
Legal & General Group
United Kingdom
$101K +$13.3K +192 +14%
TAM
118
Third Avenue Management
New York
$95.2K
Comerica Bank
119
Comerica Bank
Texas
$89.7K -$3.53K -51 -4%
HIIFS
120
Harel Insurance Investments & Financial Services
Israel
$77K -$17.3K -249 -17%
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$72.6K +$51.1K +738 +198%
CT
122
Colonial Trust
South Carolina
$68K -$624 -9 -0.9%
AF
123
Allworth Financial
California
$56.4K +$1.8K +26 +3%
EWA
124
EverSource Wealth Advisors
Alabama
$55.2K +$3.19K +46 +6%
VCM
125
Versant Capital Management
Arizona
$52.5K +$36.3K +524 +188%

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.