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U-Haul Holding Co
UHAL

Overview Fund Activity

208 hedge funds and large institutions have $448M 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, 69 reducing their positions, and 25 closing their positions.

Holders
208
Holders Change
-1
Holders Change %
-0.48%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
30
Increased
59
Reduced
69
Closed
25
Calls
$382K
Puts
$1.32M
Net Calls
-$938K
Net Calls Change
-$356K

Top Buyers

1
SI
1
Scharf Investments
California
$81.7M
2
Norges Bank
2
Norges Bank
Norway
$32.4M
3
Millennium Management
3
Millennium Management
New York
$21.1M
4
Jane Street
4
Jane Street
New York
$4.56M
5
UBS AM
5
UBS AM
Illinois
$2.5M

Top Sellers

1
TFM
1
Trian Fund Management
New York
$21.4M
2
SCM
2
Smead Capital Management
Arizona
$0
3
UBS Group
3
UBS Group
Switzerland
$1.64M
4
State Street
4
State Street
Massachusetts
$5.82M
5
AFR
5
Applied Fundamental Research
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JWA
176
JFS Wealth Advisors
Pennsylvania
$1.27K 21 – –
SO
177
Sierra Ocean
California
$1.27K 21 – –
MCM
178
MAI Capital Management
Ohio
$1.15K 19 -31 -62%
HI
179
Harbour Investments
Wisconsin
$1.15K 19 +11 +138%
PFBT
180
Parkside Financial Bank & Trust
Missouri
$1.09K 18 +6 +50%
GSWM
181
Golden State Wealth Management
California
$1.05K 17 – –
HFS
182
Hantz Financial Services
Michigan
$1K 9 -56 -86%
CI Investments Inc
183
CI Investments Inc
Ontario, Canada
$1K 15 -1 -6%
IA
184
IFP Advisors
Florida
$909 15 +7 +88%
WTC
185
WhitTier Trust Company
Nevada
$908 15 – –
BBHC
186
Brown Brothers Harriman & Co
New York
$666 11 +11 New
VWA
187
Valued Wealth Advisors
Utah
$606 10 – –
PWMG
188
Prestige Wealth Management Group
New Jersey
$485 8 – –
FFO
189
Fortitude Family Office
Arizona
$484 8 +8 New
TWD
190
True Wealth Design
Ohio
$364 6 -12 -67%
DPW
191
DiNuzzo Private Wealth
Pennsylvania
$364 6 – –
SS
192
SBI Securities
Japan
$363 6 +1 +20%
ZBNA
193
Zions Bancorporation, National Association
Utah
$303 5 – –
MCM
194
MV Capital Management
Maryland
$303 5 +4 +400%
TSMHT
195
Thurston Springer Miller Herd & Titak
Indiana
$302 5 +1 +25%
TPWA
196
Twin Peaks Wealth Advisors
California
$232 4 +4 New
KSB
197
Kennebec Savings Bank
Maine
$182 3 – –
RTL
198
Red Tortoise LLC
Georgia
$182 3 – –
HIA
199
HFM Investment Advisors
New Jersey
$121 2 +1 +100%
PS
200
Principal Securities
Iowa
$121 2 +2 New
6 7
8
9 10