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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
OSAM
126
O'Shaughnessy Asset Management
Connecticut
$49K +$69 +1 +0.1%
Russell Investments Group
127
Russell Investments Group
United Kingdom
$48.4K +$25.8K +372 +101%
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$46.6K -$139 -2 -0.3%
Nisa Investment Advisors
129
Nisa Investment Advisors
Missouri
$42.5K
Deutsche Bank
130
Deutsche Bank
Germany
$41.2K -$1.73K -25 -4%
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$38K +$14.6K +211 +56%
US Bancorp
132
US Bancorp
Minnesota
$37.8K -$2.08K -30 -5%
California State Teachers Retirement System (CalSTRS)
133
California State Teachers Retirement System (CalSTRS)
California
$36.7K
FDCDDQ
134
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.5K -$29.9K -431 -41%
BIG
135
Brooklyn Investment Group
New York
$36.1K +$35.1K +506 +1,077%
PFG
136
Putney Financial Group
California
$33.8K
IRC
137
Investors Research Corp
Georgia
$32.7K
SWM
138
Spire Wealth Management
Virginia
$30.9K
AB
139
Amalgamated Bank
New York
$30K +$347 +5 +1%
NS
140
NBC Securities
Alabama
$29K +$31.7K +458 New
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$27.8K
RIL
142
Rothschild Investment LLC
Illinois
$25.7K +$208 +3 +0.8%
AAP
143
Arax Advisory Partners
Colorado
$23.9K +$13K +187 +105%
Jones Financial Companies
144
Jones Financial Companies
Missouri
$23.1K
APW
145
Atlantic Private Wealth
North Carolina
$19.6K
PWAM
146
Private Wealth Asset Management
Iowa
$19.3K +$20.4K +295 New
MIM
147
MetLife Investment Management
New Jersey
$18.5K +$139 +2 +0.7%
SAM
148
Storebrand Asset Management
Norway
$17.1K
SCM
149
Sterling Capital Management
North Carolina
$16.7K -$4.37K -63 -20%
National Bank of Canada
150
National Bank of Canada
Quebec, Canada
$14K -$7.97K -115 -35%

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.