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U-Haul Holding Co

209 hedge funds and large institutions have $487M invested in U-Haul Holding Co in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 59 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)

16% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 70

29% less call options, than puts

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

Holders
209
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
Connor, Clark & Lunn Investment Management (CC&L)
126
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$55.2K
AF
127
Allworth Financial
California
$53.2K
US Bancorp
128
US Bancorp
Minnesota
$49.3K
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$46.3K
PA
130
Parallel Advisors
California
$45.8K
OSAM
131
O'Shaughnessy Asset Management
Connecticut
$44K
TRCT
132
Tower Research Capital (TRC)
New York
$43.8K
EWA
133
EverSource Wealth Advisors
Alabama
$41.8K
Nisa Investment Advisors
134
Nisa Investment Advisors
Missouri
$39.4K
California State Teachers Retirement System (CalSTRS)
135
California State Teachers Retirement System (CalSTRS)
California
$34K
AAS
136
Ameritas Advisory Services
Nebraska
$33.3K
PFG
137
Putney Financial Group
California
$31.3K
Barclays
138
Barclays
United Kingdom
$31K
IRC
139
Investors Research Corp
Georgia
$30.3K
BNP Paribas Financial Markets
140
BNP Paribas Financial Markets
France
$29.1K
SWM
141
Spire Wealth Management
Virginia
$28.6K
AB
142
Amalgamated Bank
New York
$28K
Deutsche Bank
143
Deutsche Bank
Germany
$27.3K
NS
144
NBC Securities
Alabama
$27K
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$25.7K
RIL
146
Rothschild Investment LLC
Illinois
$23.6K
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$22K
Jones Financial Companies
148
Jones Financial Companies
Missouri
$21.6K
AAP
149
Arax Advisory Partners
Colorado
$20.4K
SCM
150
Sterling Capital Management
North Carolina
$18.3K