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U-Haul Holding Co
UHAL

Overview Fund Activity

200 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, 61 increasing their positions, 66 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+2
Holders Change %
+1.01%
% 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
61
Reduced
66
Closed
27
Calls
$1.05M
Puts
$48K
Net Calls
+$1M
Net Calls Change
-$315K

Top Buyers

1
TFM
1
Trian Fund Management
New York
$45M
2
SCA
2
Southpoint Capital Advisors
New York
$48.4M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$8.14M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$20.7M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$7.81M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
SCM
2
Smead Capital Management
Arizona
$31M
3
SI
3
Scharf Investments
California
$43.9M
4
YAM
4
Yacktman Asset Management
Texas
$25.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$6.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
151
CIBC Private Wealth Group
Georgia
$7.11K +$6.84K +100 +2,500%
VI
152
Vestcor Inc
New Brunswick, Canada
$7K – – –
S
153
SignatureFD
Georgia
$6.91K -$1.59K -23 -19%
CFO
154
CVA Family Office
Colorado
$6.91K – – –
Amundi
155
Amundi
France
$6.91K – – –
CA
156
CoreCap Advisors
Michigan
$6.77K +$553 +8 +9%
FP
157
Financial Perspectives
Minnesota
$6.56K +$6.56K +95 New
CF
158
Corebridge Financial
Texas
$6.29K -$415 -6 -6%
LC
159
Lindbrook Capital
California
$6.29K +$4.42K +64 +237%
QC
160
Quent Capital
New York
$5.33K – – –
ECM
161
ExodusPoint Capital Management
New York
$4K +$4K +52 New
SAM
162
Smartleaf Asset Management
Massachusetts
$3.72K – – –
MCM
163
MAI Capital Management
Ohio
$3.46K +$3.46K +50 New
BIG
164
Brooklyn Investment Group
New York
$3.25K +$2.07K +30 +176%
VWM
165
Venturi Wealth Management
Texas
$2.97K +$2.97K +43 New
AF
166
Advisornet Financial
Minnesota
$2.83K +$2.83K +41 New
UB
167
UMB Bank
Missouri
$2.07K – – –
HWM
168
Hemington Wealth Management
Virginia
$2K +$727 +12 +57%
BIA
169
Bell Investment Advisors
California
$1.59K – – –
RTC
170
Riverview Trust Company
Washington
$1.59K – – –
MPWT
171
MassMutual Private Wealth & Trust
Connecticut
$1.52K +$69 +1 +5%
JWA
172
JFS Wealth Advisors
Pennsylvania
$1.45K – – –
SO
173
Sierra Ocean
California
$1.45K +$1.45K +21 New
QCG
174
Quadrant Capital Group
Ohio
$1.24K – – –
GSWM
175
Golden State Wealth Management
California
$1.2K +$1.2K +17 New
5 6
7
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