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U-Haul Holding Co
UHAL

Overview Fund Activity

209 hedge funds and large institutions have $448M invested in U-Haul Holding Co in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+9
Holders Change %
+4.5%
% 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
31
Increased
66
Reduced
56
Closed
18
Calls
$634K
Puts
$1.22M
Net Calls
-$582K
Net Calls Change
-$1.58M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$5.7M
2
Millennium Management
Millennium Management
New York
$3.66M
3
UBS Group
UBS Group
Switzerland
$5.76M
4
BlackRock
BlackRock
New York
$30.7M
5
QCM
Quantinno Capital Management
New York
$4.05M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
2
SCM
Smead Capital Management
Arizona
$13.7M
3
LPL Financial
LPL Financial
California
$368K
4
State Street
State Street
Massachusetts
$8.85M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
151
Simplex Trading
Illinois
$10K +$10K +159 New
PB
152
Pinnacle Bancorp
Nebraska
$9.22K – – –
PA
153
Parallel Advisors
California
$9.09K -$9.22K -141 -50%
C
154
Covestor
United Kingdom
$8K – – –
LFG
155
Larson Financial Group
Missouri
$6.86K -$4.05K -62 -37%
SIC
156
SJS Investment Consulting
Ohio
$6.86K +$65 +1 +1%
CFO
157
CVA Family Office
Colorado
$6.54K – – –
CA
158
CoreCap Advisors
Michigan
$6.41K – – –
CIBC Private Wealth Group
159
CIBC Private Wealth Group
Georgia
$6.39K +$293 +5 +5%
FP
160
Financial Perspectives
Minnesota
$6.21K – – –
Amundi
161
Amundi
France
$6.13K -$387 -6 -6%
CF
162
Corebridge Financial
Texas
$5.75K -$196 -3 -3%
S
163
SignatureFD
Georgia
$5.36K -$1.18K -18 -18%
QC
164
Quent Capital
New York
$5.04K – – –
LC
165
Lindbrook Capital
California
$4.51K -$1.44K -22 -24%
CCM
166
Coldstream Capital Management
Washington
$4.38K +$4.38K +67 New
HFS
167
Hantz Financial Services
Michigan
$4K +$4K +65 New
CT
168
Clearstead Trust
Maine
$3.79K +$3.79K +58 New
SAM
169
Smartleaf Asset Management
Massachusetts
$3.64K +$130 +2 +4%
MCM
170
MAI Capital Management
Ohio
$3.27K – – –
AWM
171
Activest Wealth Management
Florida
$3.14K +$3.07K +47 +4,700%
MPWT
172
MassMutual Private Wealth & Trust
Connecticut
$2.81K +$1.37K +21 +95%
AF
173
Advisornet Financial
Minnesota
$2.68K – – –
SW
174
SVB Wealth
Massachusetts
$2.16K +$2.16K +33 New
HWM
175
Hemington Wealth Management
Virginia
$2K +$350 +7 +21%
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