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U-Haul Holding Co

203 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, 58 increasing their positions, 66 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
203
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
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$9K
GI
152
GAMMA Investing
California
$8.5K
PB
153
Pinnacle Bancorp
Nebraska
$8.05K
CPG
154
Cornerstone Planning Group
New Jersey
$7.13K
C
155
Covestor
United Kingdom
$7K
CIBC Private Wealth Group
156
CIBC Private Wealth Group
Georgia
$6.68K
FC
157
Financial Consulate
Maryland
$6.16K
CMA
158
Cedar Mountain Advisors
Oregon
$5.93K
CFO
159
CVA Family Office
Colorado
$5.71K
TWD
160
True Wealth Design
Ohio
$5.59K
FP
161
Financial Perspectives
Minnesota
$5.42K
CA
162
CoreCap Advisors
Michigan
$5.14K
S
163
SignatureFD
Georgia
$5.02K
WANY
164
Wealthspire Advisors (New York)
New York
$3.25K
LFG
165
Larson Financial Group
Missouri
$3.08K
FFA
166
Farther Finance Advisors
California
$2.91K
SAM
167
Smartleaf Asset Management
Massachusetts
$2.88K
AF
168
Advisornet Financial
Minnesota
$2.34K
RFP
169
Root Financial Partners
California
$2.23K
PWAM
170
Private Wealth Asset Management
Iowa
$2.06K
AWM
171
AE Wealth Management
Kansas
$2.05K
HWM
172
Hemington Wealth Management
Virginia
$2K
UB
173
UMB Bank
Missouri
$1.71K
AssetMark Inc
174
AssetMark Inc
California
$1.48K
CA
175
Crewe Advisors
Utah
$1.43K