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U-Haul Holding Co

202 hedge funds and large institutions have $349M invested in U-Haul Holding Co in 2026 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 58 increasing their positions, 63 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

8% less capital invested

Capital invested by funds: $377M → $349M (-$28.5M)

42% less call options, than puts

Call options by funds: $635K | Put options by funds: $1.1M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
202
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$635K
Puts
$1.1M
Net Calls
Net Calls Change

Top Buyers

1 +$15.9M
2 +$7.99M
3 +$7.05M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$5.05M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$5.05M

Top Sellers

1 -$12.2M
2 -$5.6M
3 -$3.79M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$2.95M
5
OP
Orvieto Partners
Massachusetts
-$2.45M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
151
Larson Financial Group
Missouri
$8.31K
QCG
152
Quadrant Capital Group
Ohio
$7.31K
TWD
153
True Wealth Design
Ohio
$7.02K
CFO
154
CVA Family Office
Colorado
$6.07K
MCM
155
MV Capital Management
Maryland
$5.73K
PB
156
Pinnacle Bancorp
Nebraska
$5.35K
FFA
157
Farther Finance Advisors
California
$5.33K
CMA
158
Cedar Mountain Advisors
Oregon
$4.97K
SIC
159
SJS Investment Consulting
Ohio
$4.92K
FP
160
Financial Perspectives
Minnesota
$4.54K
CA
161
CoreCap Advisors
Michigan
$4.3K
RFP
162
Root Financial Partners
California
$3.63K
TFA
163
Transamerica Financial Advisors
Florida
$3.63K
C
164
Covestor
United Kingdom
$3K
SWM
165
Spire Wealth Management
Virginia
$2.98K
MCM
166
MAI Capital Management
Ohio
$2.53K
William Blair & Company
167
William Blair & Company
Illinois
$2.39K
DSC
168
Daytona Street Capital
Missouri
$1.92K
SAM
169
Smartleaf Asset Management
Massachusetts
$1.9K
PWAM
170
Private Wealth Asset Management
Iowa
$1.72K
UB
171
UMB Bank
Missouri
$1.43K
AF
172
Advisornet Financial
Minnesota
$1.2K
CA
173
Crewe Advisors
Utah
$1.2K
LWM
174
Lodestone Wealth Management
Washington
$1.1K
PWPS
175
Pinnacle Wealth Planning Services
Ohio
$1K