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U-Haul Holding Co

212 hedge funds and large institutions have $481M invested in U-Haul Holding Co in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 68 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

19% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 57

5% more funds holding

Funds holding: 202212 (+10)

1.4% less ownership

Funds ownership: 38.94%37.54% (-1.4%)

9% less capital invested

Capital invested by funds: $527M → $481M (-$46.7M)

48% less call options, than puts

Call options by funds: $634K | Put options by funds: $1.22M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
212
Holders Change
+10
Holders Change %
+4.95%
% of All Funds
2.84%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
30
Increased
68
Reduced
57
Closed
17
Calls
$634K
Puts
$1.22M
Net Calls
-$582K
Net Calls Change
-$1.58M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
151
GAMMA Investing
California
$13.7K +$2.29K +33 +19%
TRCT
152
Tower Research Capital (TRC)
New York
$13.6K -$110K -1,581 -88%
QCG
153
Quadrant Capital Group
Ohio
$10.8K +$10.3K +148 +822%
Simplex Trading
154
Simplex Trading
Illinois
$10K +$11K +159 New
PB
155
Pinnacle Bancorp
Nebraska
$9.22K
PA
156
Parallel Advisors
California
$9.09K -$9.77K -141 -50%
C
157
Covestor
United Kingdom
$8K
LFG
158
Larson Financial Group
Missouri
$6.86K -$4.3K -62 -37%
SIC
159
SJS Investment Consulting
Ohio
$6.86K +$69 +1 +1%
CFO
160
CVA Family Office
Colorado
$6.54K
CA
161
CoreCap Advisors
Michigan
$6.41K
CIBC Private Wealth Group
162
CIBC Private Wealth Group
Georgia
$6.39K +$347 +5 +5%
FP
163
Financial Perspectives
Minnesota
$6.21K
Amundi
164
Amundi
France
$6.13K -$416 -6 -6%
CF
165
Corebridge Financial
Texas
$5.75K -$208 -3 -3%
S
166
SignatureFD
Georgia
$5.36K -$1.25K -18 -18%
QC
167
Quent Capital
New York
$5.04K
LC
168
Lindbrook Capital
California
$4.51K -$1.52K -22 -24%
CCM
169
Coldstream Capital Management
Washington
$4.38K +$4.64K +67 New
HFS
170
Hantz Financial Services
Michigan
$4K +$4.5K +65 New
CT
171
Clearstead Trust
Maine
$3.79K +$4.02K +58 New
SAM
172
Smartleaf Asset Management
Massachusetts
$3.64K +$139 +2 +4%
MCM
173
MAI Capital Management
Ohio
$3.27K
AWM
174
Activest Wealth Management
Florida
$3.14K +$3.26K +47 +4,700%
MPWT
175
MassMutual Private Wealth & Trust
Connecticut
$2.81K +$1.46K +21 +95%

UHAL Hedge Fund Activity: Q1 2025 in Review

212 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q1 2025, worth a combined $481M — down 8.8% from $527M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new UHAL positions and 17 closed out — a net gain of 13 holders — while 68 added to existing stakes and 57 trimmed.

The largest buyer was Norges Bank, adding an estimated $5.88M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $20.7M sold.

  • 212 institutional investors held U-Haul Holding Co (UHAL) as of Q1 2025, up from 202 in Q4 2024.
  • Funds reported $481M of U-Haul Holding Co stock for Q1 2025, down 8.8% quarter-over-quarter.
  • 30 funds opened new U-Haul Holding Co positions in Q1 2025 and 17 closed out, a net change of +13 holders.
  • The largest U-Haul Holding Co buyer in Q1 2025 was Norges Bank, an estimated $5.88M added.
  • The largest U-Haul Holding Co seller in Q1 2025 was Lord, Abbett & Co, an estimated $20.7M sold.

Based on aggregated 13F filings for Q1 2025.