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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

24% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 29

0% more funds holding

Funds holding: 202202 (0)

8% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 63

1.25% less ownership

Funds ownership: 38.48%37.24% (-1.2%)

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 %
0%
% of All Funds
2.49%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
36
Increased
58
Reduced
63
Closed
29
Calls
$635K
Puts
$1.1M
Net Calls
-$464K
Net Calls Change
-$903K
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
151
Larson Financial Group
Missouri
$8.31K +$7.23K +141 +427%
QCG
152
Quadrant Capital Group
Ohio
$7.31K -$384K -7,498 -98%
TWD
153
True Wealth Design
Ohio
$7.02K +$1.33K +26 +21%
CFO
154
CVA Family Office
Colorado
$6.07K +$1.38K +27 +27%
MCM
155
MV Capital Management
Maryland
$5.73K +$6.15K +120 New
PB
156
Pinnacle Bancorp
Nebraska
$5.35K
FFA
157
Farther Finance Advisors
California
$5.33K +$1.33K +26 +30%
CMA
158
Cedar Mountain Advisors
Oregon
$4.97K
SIC
159
SJS Investment Consulting
Ohio
$4.92K +$154 +3 +3%
FP
160
Financial Perspectives
Minnesota
$4.54K
CA
161
CoreCap Advisors
Michigan
$4.3K
RFP
162
Root Financial Partners
California
$3.63K +$2.97K +58 +322%
TFA
163
Transamerica Financial Advisors
Florida
$3.63K +$3.18K +62 +443%
C
164
Covestor
United Kingdom
$3K -$2.61K -51 -42%
SWM
165
Spire Wealth Management
Virginia
$2.98K -$21.9K -428 -87%
MCM
166
MAI Capital Management
Ohio
$2.53K +$2.72K +53 New
William Blair & Company
167
William Blair & Company
Illinois
$2.39K +$2.56K +50 New
DSC
168
Daytona Street Capital
Missouri
$1.92K
SAM
169
Smartleaf Asset Management
Massachusetts
$1.9K -$103 -2 -5%
PWAM
170
Private Wealth Asset Management
Iowa
$1.72K
UB
171
UMB Bank
Missouri
$1.43K
AF
172
Advisornet Financial
Minnesota
$1.2K -$820 -16 -39%
CA
173
Crewe Advisors
Utah
$1.2K
LWM
174
Lodestone Wealth Management
Washington
$1.1K
PWPS
175
Pinnacle Wealth Planning Services
Ohio
$1K +$103 +2 +11%