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U-Haul Holding Co

205 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, 59 increasing their positions, 67 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
205
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
TRCT
126
Tower Research Capital (TRC)
New York
$51.5K
PA
127
Parallel Advisors
California
$43.6K
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$41.9K
VCM
129
Versant Capital Management
Arizona
$37.8K
Nisa Investment Advisors
130
Nisa Investment Advisors
Missouri
$37.1K
Rockefeller Capital Management
131
Rockefeller Capital Management
New York
$36.8K
EWA
132
EverSource Wealth Advisors
Alabama
$36K
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$34.6K
FDCDDQ
134
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.5K
California State Teachers Retirement System (CalSTRS)
135
California State Teachers Retirement System (CalSTRS)
California
$32.1K
National Bank of Canada
136
National Bank of Canada
Quebec, Canada
$30K
AAS
137
Ameritas Advisory Services
Nebraska
$28.5K
IRC
138
Investors Research Corp
Georgia
$28.5K
CAL
139
Capital Analysts LLC
Pennsylvania
$28K
SWM
140
Spire Wealth Management
Virginia
$28K
NS
141
NBC Securities
Alabama
$26.1K
Jones Financial Companies
142
Jones Financial Companies
Missouri
$26.1K
AB
143
Amalgamated Bank
New York
$26K
Northwestern Mutual Wealth Management
144
Northwestern Mutual Wealth Management
Wisconsin
$24.3K
RIL
145
Rothschild Investment LLC
Illinois
$22.4K
SCM
146
Sterling Capital Management
North Carolina
$17K
MIM
147
MetLife Investment Management
New Jersey
$15.2K
SIC
148
SJS Investment Consulting
Ohio
$12.7K
SO
149
STRS Ohio
Ohio
$10.5K
QC
150
Quent Capital
New York
$9.65K