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U-Haul Holding Co

206 hedge funds and large institutions have $400M invested in U-Haul Holding Co in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 59 increasing their positions, 67 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

18% less capital invested

Capital invested by funds: $488M → $400M (-$88.1M)

60% less call options, than puts

Call options by funds: $2.31M | Put options by funds: $5.71M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
206
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
$2.31M
Puts
$5.71M
Net Calls
Net Calls Change

Top Buyers

1 +$12.2M
2 +$6.53M
3 +$5.26M
4
ACH
ArrowMark Colorado Holdings
Colorado
+$4.68M
5
Two Sigma Investments
Two Sigma Investments
New York
+$3.89M

Top Sellers

1 -$51.4M
2 -$21.4M
3 -$7.22M
4
Jane Street
Jane Street
New York
-$3.36M
5
SCA
Southpoint Capital Advisors
New York
-$2.85M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
176
AssetMark Inc
California
$1.48K
CA
177
Crewe Advisors
Utah
$1.43K
BIA
178
Bell Investment Advisors
California
$1.31K
JWA
179
JFS Wealth Advisors
Pennsylvania
$1.2K
PFBT
180
Parkside Financial Bank & Trust
Missouri
$1.08K
CI Investments Inc
181
CI Investments Inc
Ontario, Canada
$1K
GSWM
182
Golden State Wealth Management
California
$993
HI
183
Harbour Investments
Wisconsin
$856
BBHC
184
Brown Brothers Harriman & Co
New York
$628
VWA
185
Valued Wealth Advisors
Utah
$571
PWMG
186
Prestige Wealth Management Group
New Jersey
$457
FFO
187
Fortitude Family Office
Arizona
$457
WA
188
Westfuller Advisors
New York
$399
DPW
189
DiNuzzo Private Wealth
Pennsylvania
$346
IA
190
IFP Advisors
Florida
$342
SS
191
SBI Securities
Japan
$342
ZBNA
192
Zions Bancorporation, National Association
Utah
$285
MPWT
193
MassMutual Private Wealth & Trust
Connecticut
$171
RTL
194
Red Tortoise LLC
Georgia
$171
KSB
195
Kennebec Savings Bank
Maine
$171
HIA
196
HFM Investment Advisors
New Jersey
$114
BHWM
197
Bay Harbor Wealth Management
Maryland
$114
FGAM
198
Financial Gravity Asset Management
Texas
$114
ASN
199
Advisory Services Network
Georgia
$114
TFA
200
Transamerica Financial Advisors
Florida
$114