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U-Haul Holding Co
UHAL

Overview Fund Activity

208 hedge funds and large institutions have $448M 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, 69 reducing their positions, and 25 closing their positions.

Holders
208
Holders Change
-1
Holders Change %
-0.48%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
30
Increased
59
Reduced
69
Closed
25
Calls
$382K
Puts
$1.32M
Net Calls
-$938K
Net Calls Change
-$356K

Top Buyers

1
SI
1
Scharf Investments
California
$81.7M
2
Norges Bank
2
Norges Bank
Norway
$32.4M
3
Millennium Management
3
Millennium Management
New York
$21.1M
4
Jane Street
4
Jane Street
New York
$4.56M
5
UBS AM
5
UBS AM
Illinois
$2.5M

Top Sellers

1
TFM
1
Trian Fund Management
New York
$21.4M
2
SCM
2
Smead Capital Management
Arizona
$0
3
UBS Group
3
UBS Group
Switzerland
$1.64M
4
State Street
4
State Street
Massachusetts
$5.82M
5
AFR
5
Applied Fundamental Research
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
APW
151
Atlantic Private Wealth
North Carolina
$18.2K 300 – –
PWAM
152
Private Wealth Asset Management
Iowa
$17.7K 293 -2 -0.7%
LFG
153
Larson Financial Group
Missouri
$11K 182 +77 +73%
PB
154
Pinnacle Bancorp
Nebraska
$8.54K 141 – –
GI
155
GAMMA Investing
California
$7.15K 118 -91 -44%
C
156
Covestor
United Kingdom
$7K 116 – –
VCM
157
Versant Capital Management
Arizona
$6.72K 111 -692 -86%
SIC
158
SJS Investment Consulting
Ohio
$6.3K 104 -1 -1%
S
159
SignatureFD
Georgia
$6.3K 104 +22 +27%
CFO
160
CVA Family Office
Colorado
$6.06K 100 – –
BIG
161
Brooklyn Investment Group
New York
$5.81K 96 -457 -83%
FP
162
Financial Perspectives
Minnesota
$5.75K 95 – –
CA
163
CoreCap Advisors
Michigan
$5.45K 90 -8 -8%
Simplex Trading
164
Simplex Trading
Illinois
$4K 82 -77 -48%
CT
165
Clearstead Trust
Maine
$3.88K 64 +6 +10%
GIM
166
Glenmede Investment Management
Pennsylvania
$3.27K 54 +54 New
AssetMark Inc
167
AssetMark Inc
California
$3.21K 53 +50 +1,667%
MPWT
168
MassMutual Private Wealth & Trust
Connecticut
$3.09K 51 +8 +19%
FFA
169
Farther Finance Advisors
California
$2.79K 46 +40 +667%
AF
170
Advisornet Financial
Minnesota
$2.48K 41 – –
HWM
171
Hemington Wealth Management
Virginia
$2K 47 +7 +18%
BTI
172
Blue Trust Inc
Georgia
$1.94K 32 +24 +300%
UB
173
UMB Bank
Missouri
$1.82K 30 – –
SAM
174
Smartleaf Asset Management
Massachusetts
$1.71K 28 -28 -50%
BIA
175
Bell Investment Advisors
California
$1.39K 23 – –
5 6
7
8 9