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U-Haul Holding Co

202 hedge funds and large institutions have $349M invested in U-Haul Holding Co in 2026 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 58 increasing their positions, 63 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

8% less capital invested

Capital invested by funds: $377M → $349M (-$28.5M)

42% less call options, than puts

Call options by funds: $635K | Put options by funds: $1.1M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
202
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
$635K
Puts
$1.1M
Net Calls
Net Calls Change

Top Buyers

1 +$15.9M
2 +$7.99M
3 +$7.05M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$5.05M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$5.05M

Top Sellers

1 -$12.2M
2 -$5.6M
3 -$3.79M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$2.95M
5
OP
Orvieto Partners
Massachusetts
-$2.45M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$39.3K
Nisa Investment Advisors
127
Nisa Investment Advisors
Missouri
$34.8K
National Bank of Canada
128
National Bank of Canada
Quebec, Canada
$33.6K
US Bancorp
129
US Bancorp
Minnesota
$32.9K
GI
130
GAMMA Investing
California
$27.8K
FDCDDQ
131
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.1K
NS
132
NBC Securities
Alabama
$21.9K
HPWM
133
High Point Wealth Management
New Jersey
$20.5K
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$20.3K
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$19.4K
EWA
136
EverSource Wealth Advisors
Alabama
$18.5K
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$18K
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$17.8K
AAP
139
Arax Advisory Partners
Colorado
$16K
S
140
SignatureFD
Georgia
$14.1K
EWP
141
Elevation Wealth Partners
California
$14.1K
VCM
142
Versant Capital Management
Arizona
$13.1K
Deutsche Bank
143
Deutsche Bank
Germany
$12.9K
SAM
144
Storebrand Asset Management
Norway
$12.5K
FC
145
Financial Consulate
Maryland
$12.3K
MIM
146
MetLife Investment Management
New Jersey
$12.3K
RIL
147
Rothschild Investment LLC
Illinois
$11K
Mirae Asset Global Investments
148
Mirae Asset Global Investments
South Korea
$10.9K
SO
149
STRS Ohio
Ohio
$8.79K
SCM
150
Sterling Capital Management
North Carolina
$8.7K