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U-Haul Holding Co

202 hedge funds and large institutions have $377M invested in U-Haul Holding Co in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 62 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $726K | Put options by funds: $287K

13% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 62

2.29% more ownership

Funds ownership: 36.2%38.48% (+2.3%)

8% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 36

3% less funds holding

Funds holding: 209202 (-7)

6% less capital invested

Capital invested by funds: $400M → $377M (-$22.8M)

Holders
202
Holders Change
-7
Holders Change %
-3.35%
% of All Funds
2.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
70
Reduced
62
Closed
36
Calls
$726K
Puts
$287K
Net Calls
+$439K
Net Calls Change
+$3.84M
Name Holding Trade Value Shares
Change
Change in
Stake
NWAG
101
Net Worth Advisory Group
Utah
$248K -$9.9K -186 -4%
WorldQuant Millennium Advisors
102
WorldQuant Millennium Advisors
New York
$247K +$261K +4,902 New
LCGC
103
Legacy Capital Group California
California
$242K +$10.9K +204 +4%
IC
104
Inscription Capital
Texas
$223K +$235K +4,423 New
Janus Henderson Group
105
Janus Henderson Group
United Kingdom
$222K +$234K +4,400 New
SEI Investments
106
SEI Investments
Pennsylvania
$218K +$231K +4,333 New
MAA
107
Mraz Amerine & Associates
California
$210K -$319 -6 -0.1%
PFSRSONJ
108
Police & Firemen's Retirement System of New Jersey
New Jersey
$182K
Russell Investments Group
109
Russell Investments Group
United Kingdom
$182K +$13.5K +253 +8%
RAM
110
RK Asset Management
Michigan
$144K +$53 +1 +0%
SOW
111
State of Wyoming
Wyoming
$126K -$28.1K -529 -17%
Ohio Public Employees Retirement System (OPERS)
112
Ohio Public Employees Retirement System (OPERS)
Ohio
$117K -$4.63K -87 -4%
SC
113
Skylands Capital
Wisconsin
$103K
Canada Life
114
Canada Life
Manitoba, Canada
$97K +$103K +1,927 New
KK
115
KLP Kapitalforvaltning
Norway
$85.7K -$47.9K -900 -35%
TRCT
116
Tower Research Capital (TRC)
New York
$84.4K +$41.1K +772 +85%
Comerica Bank
117
Comerica Bank
Texas
$63.4K -$5.27K -99 -7%
CT
118
Colonial Trust
South Carolina
$52.4K
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$49.1K +$12.8K +240 +33%
US Bancorp
120
US Bancorp
Minnesota
$48.3K +$1.01K +19 +2%
AF
121
Allworth Financial
California
$47K -$2.98K -56 -6%
VCM
122
Versant Capital Management
Arizona
$45.2K +$12.4K +233 +35%
EWA
123
EverSource Wealth Advisors
Alabama
$44.5K +$13.4K +251 +40%
PA
124
Parallel Advisors
California
$43.6K +$5.32K +100 +13%
Nisa Investment Advisors
125
Nisa Investment Advisors
Missouri
$36.5K +$3.99K +75 +12%

UHAL Hedge Fund Activity: Q4 2025 in Review

202 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q4 2025, worth a combined $377M — down 5.7% from $400M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of UHAL and 33 opened new positions — a net loss of 3 holders — while 62 trimmed existing stakes and 70 added.

The largest buyer was Quantinno Capital Management, adding an estimated $9.5M. The largest seller was Estuary Capital Management, exiting entirely with an estimated $12.2M sold.

  • 202 institutional investors held U-Haul Holding Co (UHAL) as of Q4 2025, down from 209 in Q3 2025.
  • Funds reported $377M of U-Haul Holding Co stock for Q4 2025, down 5.7% quarter-over-quarter.
  • 33 funds opened new U-Haul Holding Co positions in Q4 2025 and 36 closed out, a net change of -3 holders.
  • The largest U-Haul Holding Co buyer in Q4 2025 was Quantinno Capital Management, an estimated $9.5M added.
  • The largest U-Haul Holding Co seller in Q4 2025 was Estuary Capital Management, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2025.