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U-Haul Holding Co

203 hedge funds and large institutions have $400M invested in U-Haul Holding Co in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 58 increasing their positions, 66 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

18% less capital invested

Capital invested by funds: $488M → $400M (-$88.1M)

60% less call options, than puts

Call options by funds: $2.31M | Put options by funds: $5.71M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
203
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.31M
Puts
$5.71M
Net Calls
Net Calls Change

Top Buyers

1 +$12.2M
2 +$6.53M
3 +$5.26M
4
ACH
ArrowMark Colorado Holdings
Colorado
+$4.68M
5
Two Sigma Investments
Two Sigma Investments
New York
+$3.89M

Top Sellers

1 -$51.4M
2 -$21.4M
3 -$7.22M
4
Jane Street
Jane Street
New York
-$3.36M
5
SCA
Southpoint Capital Advisors
New York
-$2.85M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
126
Parallel Advisors
California
$43.6K
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$41.9K
VCM
128
Versant Capital Management
Arizona
$37.8K
Nisa Investment Advisors
129
Nisa Investment Advisors
Missouri
$37.1K
Rockefeller Capital Management
130
Rockefeller Capital Management
New York
$36.8K
EWA
131
EverSource Wealth Advisors
Alabama
$36K
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$34.6K
FDCDDQ
133
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.5K
California State Teachers Retirement System (CalSTRS)
134
California State Teachers Retirement System (CalSTRS)
California
$32.1K
National Bank of Canada
135
National Bank of Canada
Quebec, Canada
$30K
AAS
136
Ameritas Advisory Services
Nebraska
$28.5K
IRC
137
Investors Research Corp
Georgia
$28.5K
CAL
138
Capital Analysts LLC
Pennsylvania
$28K
SWM
139
Spire Wealth Management
Virginia
$28K
NS
140
NBC Securities
Alabama
$26.1K
Jones Financial Companies
141
Jones Financial Companies
Missouri
$26.1K
AB
142
Amalgamated Bank
New York
$26K
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$24.3K
RIL
144
Rothschild Investment LLC
Illinois
$22.4K
SCM
145
Sterling Capital Management
North Carolina
$17K
MIM
146
MetLife Investment Management
New Jersey
$15.2K
SIC
147
SJS Investment Consulting
Ohio
$12.7K
SO
148
STRS Ohio
Ohio
$10.5K
QC
149
Quent Capital
New York
$9.65K
QCG
150
Quadrant Capital Group
Ohio
$9.02K