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U-Haul Holding Co

200 hedge funds and large institutions have $527M invested in U-Haul Holding Co in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 66 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+2
Holders Change %
+1.01%
% of All Funds
2.66%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
61
Reduced
66
Closed
27
Calls
$1.05M
Puts
$48K
Net Calls
+$1M
Net Calls Change
-$315K
Name Holding Trade Value Shares
Change
Shares
Change %
CI Investments Inc
176
CI Investments Inc
Ontario, Canada
$1K -$67 -1 -6%
PFBT
177
Parkside Financial Bank & Trust
Missouri
$969 +$138 +2 +17%
S
178
Sachetta
Massachusetts
$830 -$761 -11 -48%
VWA
179
Valued Wealth Advisors
Utah
$691
BTI
180
Blue Trust Inc
Georgia
$553 -$27.2K -393 -98%
PWMG
181
Prestige Wealth Management Group
New Jersey
$553
NA
182
NewEdge Advisors
Louisiana
$484
DPW
183
DiNuzzo Private Wealth
Pennsylvania
$415
FFA
184
Farther Finance Advisors
California
$415
ZB
185
Zions Bancorporation
Utah
$345
SS
186
SBI Securities
Japan
$345 +$345 +5 New
TSMHT
187
Thurston Springer Miller Herd & Titak
Indiana
$276
TWD
188
True Wealth Design
Ohio
$208
RTL
189
Red Tortoise LLC
Georgia
$207
IA
190
IFP Advisors
Florida
$207 +$69 +1 +50%
GRP
191
Global Retirement Partners
California
$207 +$207 +3 New
KSB
192
Kennebec Savings Bank
Maine
$203
AssetMark Inc
193
AssetMark Inc
California
$138
MCM
194
MV Capital Management
Maryland
$70
PWMG
195
Private Wealth Management Group
New Jersey
$70
PWM
196
Parkworth Wealth Management
California
$69 +$69 +1 New
GFPC
197
Global Financial Private Client
Florida
$69 +$69 +1 New
AWM
198
Activest Wealth Management
Florida
$69 +$69 +1 New
Millennium Management
199
Millennium Management
New York
-$7.13M -92,083 Closed
RR
200
Robotti Robert
-$1.32M -17,100 Closed