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U-Haul Holding Co

209 hedge funds and large institutions have $487M invested in U-Haul Holding Co in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 59 increasing their positions, 70 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

16% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 70

29% less call options, than puts

Call options by funds: $939K | Put options by funds: $1.32M

Holders
209
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$939K
Puts
$1.32M
Net Calls
Net Calls Change

Top Buyers

1 +$47.3M
2 +$17.8M
3 +$3.12M
4
UBS AM
UBS AM
Illinois
+$2.5M
5
HF
HRT Financial
New York
+$1.83M

Top Sellers

1 -$18.1M
2 -$13.7M
3 -$3.7M
4
SCA
Southpoint Capital Advisors
New York
-$3.03M
5
State Street
State Street
Massachusetts
-$2.38M
Name Holding Trade Value Shares
Change
Change in
Stake
APW
151
Atlantic Private Wealth
North Carolina
$18.2K
PWAM
152
Private Wealth Asset Management
Iowa
$17.7K
LFG
153
Larson Financial Group
Missouri
$11K
PB
154
Pinnacle Bancorp
Nebraska
$8.54K
GI
155
GAMMA Investing
California
$7.15K
C
156
Covestor
United Kingdom
$7K
VCM
157
Versant Capital Management
Arizona
$6.72K
SIC
158
SJS Investment Consulting
Ohio
$6.3K
CIBC Private Wealth Group
159
CIBC Private Wealth Group
Georgia
$6.3K
S
160
SignatureFD
Georgia
$6.3K
CFO
161
CVA Family Office
Colorado
$6.06K
BIG
162
Brooklyn Investment Group
New York
$5.81K
FP
163
Financial Perspectives
Minnesota
$5.75K
CA
164
CoreCap Advisors
Michigan
$5.45K
Simplex Trading
165
Simplex Trading
Illinois
$4K
CT
166
Clearstead Trust
Maine
$3.88K
GIM
167
Glenmede Investment Management
Pennsylvania
$3.27K
AssetMark Inc
168
AssetMark Inc
California
$3.21K
MPWT
169
MassMutual Private Wealth & Trust
Connecticut
$3.09K
FFA
170
Farther Finance Advisors
California
$2.79K
AF
171
Advisornet Financial
Minnesota
$2.48K
HWM
172
Hemington Wealth Management
Virginia
$2K
BTI
173
Blue Trust Inc
Georgia
$1.94K
UB
174
UMB Bank
Missouri
$1.82K
SAM
175
Smartleaf Asset Management
Massachusetts
$1.71K