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U-Haul Holding Co

210 hedge funds and large institutions have $488M invested in U-Haul Holding Co in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 60 increasing their positions, 70 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 70

29% less call options, than puts

Call options by funds: $939K | Put options by funds: $1.32M

Holders
210
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$939K
Puts
$1.32M
Net Calls
Net Calls Change

Top Buyers

1 +$47.3M
2 +$17.8M
3 +$3.12M
4
UBS AM
UBS AM
Illinois
+$2.5M
5
HF
HRT Financial
New York
+$1.83M

Top Sellers

1 -$18.1M
2 -$13.7M
3 -$3.7M
4
SCA
Southpoint Capital Advisors
New York
-$3.03M
5
State Street
State Street
Massachusetts
-$2.38M
Name Holding Trade Value Shares
Change
Change in
Stake
STA
101
Summit Trail Advisors
New York
$270K
First Trust Advisors
102
First Trust Advisors
Illinois
$261K
Fidelity Investments
103
Fidelity Investments
Massachusetts
$261K
LAM
104
Lakewood Asset Management
Illinois
$259K
MAA
105
Mraz Amerine & Associates
California
$258K
LCGC
106
Legacy Capital Group California
California
$245K
QWM
107
Quadcap Wealth Management
Texas
$242K
Treasurer of the State of North Carolina
108
Treasurer of the State of North Carolina
North Carolina
$217K
Invesco
109
Invesco
Georgia
$209K
IC
110
Inkwell Capital
Florida
$205K
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$201K
PFSRSONJ
112
Police & Firemen's Retirement System of New Jersey
New Jersey
$185K
RAM
113
RK Asset Management
Michigan
$173K
KK
114
KLP Kapitalforvaltning
Norway
$157K
PD
115
Point72 (DIFC)
United Arab Emirates
$157K
Ohio Public Employees Retirement System (OPERS)
116
Ohio Public Employees Retirement System (OPERS)
Ohio
$144K
Walleye Trading
117
Walleye Trading
New York
$127K
SC
118
Skylands Capital
Wisconsin
$124K
Legal & General Group
119
Legal & General Group
United Kingdom
$112K
SFM
120
Systematic Financial Management
New Jersey
$99.4K
OWA
121
Opal Wealth Advisors
New York
$92.8K
Russell Investments Group
122
Russell Investments Group
United Kingdom
$89.8K
Comerica Bank
123
Comerica Bank
Texas
$83.1K
National Bank of Canada
124
National Bank of Canada
Quebec, Canada
$80.8K
CT
125
Colonial Trust
South Carolina
$63K