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U-Haul Holding Co
UHAL

202 hedge funds and large institutions have $527M invested in U-Haul Holding Co in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 67 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,088% more call options, than puts

Call options by funds: $1.05M | Put options by funds: $48K

11% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 27

2.24% more ownership

Funds ownership: 36.69% → 38.94% (+2.2%)

1% more funds holding

Funds holding: 200 → 202 (+2)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

7% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 67

5% less capital invested

Capital invested by funds: $557M → $527M (-$30M)

Holders
202
Holders Change
+2
Holders Change %
+1%
% of All Funds
2.66%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
30
Increased
62
Reduced
67
Closed
27
Calls
$1.05M
Puts
$48K
Net Calls
+$1M
Net Calls Change
-$315K

Top Buyers

1
TFM
Trian Fund Management
New York
+$14.7M
2
SCA
Southpoint Capital Advisors
New York
+$7.25M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$6.19M
4
Norges Bank
Norges Bank
Norway
+$5.79M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$5.51M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$7.13M
2
SCM
Smead Capital Management
Arizona
-$6.91M
3
SI
Scharf Investments
California
-$4.97M
4
YAM
Yacktman Asset Management
Texas
-$4.57M
5
Morgan Stanley
Morgan Stanley
New York
-$3.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
C
151
Covestor
United Kingdom
$8K -$37.2K -513 -82%
SIC
152
SJS Investment Consulting
Ohio
$7.19K -$145 -2 -2%
CIBC Private Wealth Group
153
CIBC Private Wealth Group
Georgia
$7.11K +$7.25K +100 +2,500%
VI
154
Vestcor Inc
New Brunswick, Canada
$7K – – –
S
155
SignatureFD
Georgia
$6.91K -$1.67K -23 -19%
CFO
156
CVA Family Office
Colorado
$6.91K – – –
Amundi
157
Amundi
France
$6.91K – – –
CA
158
CoreCap Advisors
Michigan
$6.77K +$580 +8 +9%
FP
159
Financial Perspectives
Minnesota
$6.56K +$6.89K +95 New
CF
160
Corebridge Financial
Texas
$6.29K -$435 -6 -6%
LC
161
Lindbrook Capital
California
$6.29K +$4.64K +64 +237%
QC
162
Quent Capital
New York
$5.33K – – –
ECM
163
ExodusPoint Capital Management
New York
$4K +$3.77K +52 New
SAM
164
Smartleaf Asset Management
Massachusetts
$3.72K – – –
MCM
165
MAI Capital Management
Ohio
$3.46K +$3.63K +50 New
BIG
166
Brooklyn Investment Group
New York
$3.25K +$2.17K +30 +176%
VWM
167
Venturi Wealth Management
Texas
$2.97K +$3.12K +43 New
AF
168
Advisornet Financial
Minnesota
$2.83K +$2.97K +41 New
UB
169
UMB Bank
Missouri
$2.07K – – –
HWM
170
Hemington Wealth Management
Virginia
$2K +$870 +12 +57%
BIA
171
Bell Investment Advisors
California
$1.59K – – –
RTC
172
Riverview Trust Company
Washington
$1.59K – – –
MPWT
173
MassMutual Private Wealth & Trust
Connecticut
$1.52K +$73 +1 +5%
JWA
174
JFS Wealth Advisors
Pennsylvania
$1.45K – – –
SO
175
Sierra Ocean
California
$1.45K +$1.52K +21 New
5 6
7
8 9

UHAL Hedge Fund Activity: Q4 2024 in Review

202 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q4 2024, worth a combined $527M — down 5.4% from $557M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new UHAL positions and 27 closed out — a net gain of 3 holders — while 62 added to existing stakes and 67 trimmed.

The largest buyer was Trian Fund Management, adding an estimated $14.7M. The largest seller was Millennium Management, exiting entirely with an estimated $7.13M sold.

  • 202 institutional investors held U-Haul Holding Co (UHAL) as of Q4 2024, up from 200 in Q3 2024.
  • Funds reported $527M of U-Haul Holding Co stock for Q4 2024, down 5.4% quarter-over-quarter.
  • 30 funds opened new U-Haul Holding Co positions in Q4 2024 and 27 closed out, a net change of +3 holders.
  • The largest U-Haul Holding Co buyer in Q4 2024 was Trian Fund Management, an estimated $14.7M added.
  • The largest U-Haul Holding Co seller in Q4 2024 was Millennium Management, an estimated $7.13M sold.

Based on aggregated 13F filings for Q4 2024.