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U-Haul Holding Co

202 hedge funds and large institutions have $377M invested in U-Haul Holding Co in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 62 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $726K | Put options by funds: $287K

13% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 62

2.29% more ownership

Funds ownership: 36.2%38.48% (+2.3%)

8% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 36

3% less funds holding

Funds holding: 209202 (-7)

6% less capital invested

Capital invested by funds: $400M → $377M (-$22.8M)

Holders
202
Holders Change
-7
Holders Change %
-3.35%
% of All Funds
2.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
70
Reduced
62
Closed
36
Calls
$726K
Puts
$287K
Net Calls
+$439K
Net Calls Change
+$3.84M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
126
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35.5K +$5.27K +99 +16%
AAP
127
Arax Advisory Partners
Colorado
$33.2K -$499K -9,372 -93%
Simplex Trading
128
Simplex Trading
Illinois
$31.4K -$713K -13,402 -96%
Jones Financial Companies
129
Jones Financial Companies
Missouri
$28.6K +$5.96K +112 +25%
National Bank of Canada
130
National Bank of Canada
Quebec, Canada
$26.6K +$160 +3 +0.6%
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$25.9K -$4.95K -93 -15%
SWM
132
Spire Wealth Management
Virginia
$24.7K
AB
133
Amalgamated Bank
New York
$24K +$479 +9 +2%
NS
134
NBC Securities
Alabama
$23.1K
BNP Paribas Financial Markets
135
BNP Paribas Financial Markets
France
$22K -$1.37M -25,671 -98%
HPWM
136
High Point Wealth Management
New Jersey
$21.7K +$22.9K +430 New
Northwestern Mutual Wealth Management
137
Northwestern Mutual Wealth Management
Wisconsin
$21.4K
SCM
138
Sterling Capital Management
North Carolina
$15.9K +$904 +17 +6%
EWP
139
Elevation Wealth Partners
California
$15.3K +$16.2K +304 New
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$14K +$6.49K +122 +76%
MIM
141
MetLife Investment Management
New Jersey
$13.4K
SAM
142
Storebrand Asset Management
Norway
$13.2K
FC
143
Financial Consulate
Maryland
$13K +$7.98K +150 +139%
GI
144
GAMMA Investing
California
$12K +$4.79K +90 +60%
RIL
145
Rothschild Investment LLC
Illinois
$10.8K -$9.47K -178 -45%
S
146
SignatureFD
Georgia
$9.78K +$5.64K +106 +120%
SO
147
STRS Ohio
Ohio
$9.28K
TWD
148
True Wealth Design
Ohio
$6.1K +$1.22K +23 +23%
C
149
Covestor
United Kingdom
$6K +$266 +5 +4%
PB
150
Pinnacle Bancorp
Nebraska
$5.65K -$1.54K -29 -21%

UHAL Hedge Fund Activity: Q4 2025 in Review

202 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q4 2025, worth a combined $377M — down 5.7% from $400M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of UHAL and 33 opened new positions — a net loss of 3 holders — while 62 trimmed existing stakes and 70 added.

The largest buyer was Quantinno Capital Management, adding an estimated $9.5M. The largest seller was Estuary Capital Management, exiting entirely with an estimated $12.2M sold.

  • 202 institutional investors held U-Haul Holding Co (UHAL) as of Q4 2025, down from 209 in Q3 2025.
  • Funds reported $377M of U-Haul Holding Co stock for Q4 2025, down 5.7% quarter-over-quarter.
  • 33 funds opened new U-Haul Holding Co positions in Q4 2025 and 36 closed out, a net change of -3 holders.
  • The largest U-Haul Holding Co buyer in Q4 2025 was Quantinno Capital Management, an estimated $9.5M added.
  • The largest U-Haul Holding Co seller in Q4 2025 was Estuary Capital Management, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2025.