U-Haul Holding Co
UHAL
202 hedge funds and large institutions have $527M invested in U-Haul Holding Co in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 67 reducing their positions, and 27 closing their positions.
2,088% more call options, than puts
Call options by funds: $1.05M | Put options by funds: $48K
11% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 27
2.24% more ownership
Funds ownership: 36.69% → 38.94% (+2.2%)
1% more funds holding
Funds holding: 200 → 202 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
7% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 67
5% less capital invested
Capital invested by funds: $557M → $527M (-$30M)
Top Buyers
| 1 |
TFM
Trian Fund Management
New York
|
+$14.7M |
| 2 |
SCA
Southpoint Capital Advisors
New York
|
+$7.25M |
| 3 |
Two Sigma Advisers
New York
|
+$6.19M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$5.79M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$5.51M |
Top Sellers
| 1 |
Millennium Management
New York
|
-$7.13M |
| 2 |
SCM
Smead Capital Management
Phoenix,
Arizona
|
-$6.91M |
| 3 |
SI
Scharf Investments
Los Gatos,
California
|
-$4.97M |
| 4 |
YAM
Yacktman Asset Management
Austin,
Texas
|
-$4.57M |
| 5 |
Morgan Stanley
New York
|
-$3.35M |
UHAL Hedge Fund Activity: Q4 2024 in Review
202 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q4 2024, worth a combined $527M — down 5.4% from $557M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new UHAL positions and 27 closed out — a net gain of 3 holders — while 62 added to existing stakes and 67 trimmed.
The largest buyer was Trian Fund Management, adding an estimated $14.7M. The largest seller was Millennium Management, exiting entirely with an estimated $7.13M sold.
- 202 institutional investors held U-Haul Holding Co (UHAL) as of Q4 2024, up from 200 in Q3 2024.
- Funds reported $527M of U-Haul Holding Co stock for Q4 2024, down 5.4% quarter-over-quarter.
- 30 funds opened new U-Haul Holding Co positions in Q4 2024 and 27 closed out, a net change of +3 holders.
- The largest U-Haul Holding Co buyer in Q4 2024 was Trian Fund Management, an estimated $14.7M added.
- The largest U-Haul Holding Co seller in Q4 2024 was Millennium Management, an estimated $7.13M sold.
Based on aggregated 13F filings for Q4 2024.