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U-Haul Holding Co

212 hedge funds and large institutions have $481M invested in U-Haul Holding Co in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 68 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

19% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 57

5% more funds holding

Funds holding: 202212 (+10)

1.4% less ownership

Funds ownership: 38.94%37.54% (-1.4%)

9% less capital invested

Capital invested by funds: $527M → $481M (-$46.7M)

48% less call options, than puts

Call options by funds: $634K | Put options by funds: $1.22M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
212
Holders Change
+10
Holders Change %
+4.95%
% of All Funds
2.84%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
30
Increased
68
Reduced
57
Closed
17
Calls
$634K
Puts
$1.22M
Net Calls
-$582K
Net Calls Change
-$1.58M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
176
Advisornet Financial
Minnesota
$2.68K
SW
177
SVB Wealth
Massachusetts
$2.16K +$2.29K +33 New
HWM
178
Hemington Wealth Management
Virginia
$2K +$485 +7 +21%
UB
179
UMB Bank
Missouri
$1.96K
BIA
180
Bell Investment Advisors
California
$1.5K
RTC
181
Riverview Trust Company
Washington
$1.5K
JWA
182
JFS Wealth Advisors
Pennsylvania
$1.37K
SO
183
Sierra Ocean
California
$1.37K
CA
184
Clearstead Advisors
Ohio
$1.24K +$1.32K +19 New
TWD
185
True Wealth Design
Ohio
$1.18K +$1.04K +15 +500%
GSWM
186
Golden State Wealth Management
California
$1.14K
CI Investments Inc
187
CI Investments Inc
Ontario, Canada
$1K +$69 +1 +7%
Bessemer Group
188
Bessemer Group
New Jersey
$1K +$832 +12 New
WTC
189
WhitTier Trust Company
Nevada
$980 +$1.04K +15 New
PFBT
190
Parkside Financial Bank & Trust
Missouri
$785 -$139 -2 -14%
VWA
191
Valued Wealth Advisors
Utah
$654
BTI
192
Blue Trust Inc
Georgia
$523
PWMG
193
Prestige Wealth Management Group
New Jersey
$523
IA
194
IFP Advisors
Florida
$523 +$347 +5 +167%
HI
195
Harbour Investments
Wisconsin
$523 +$554 +8 New
FFA
196
Farther Finance Advisors
California
$399
DPW
197
DiNuzzo Private Wealth
Pennsylvania
$393
SS
198
SBI Securities
Japan
$327
ZBNA
199
Zions Bancorporation, National Association
Utah
$327 +$347 +5 New
TSMHT
200
Thurston Springer Miller Herd & Titak
Indiana
$261

UHAL Hedge Fund Activity: Q1 2025 in Review

212 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q1 2025, worth a combined $481M — down 8.8% from $527M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new UHAL positions and 17 closed out — a net gain of 13 holders — while 68 added to existing stakes and 57 trimmed.

The largest buyer was Norges Bank, adding an estimated $5.88M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $20.7M sold.

  • 212 institutional investors held U-Haul Holding Co (UHAL) as of Q1 2025, up from 202 in Q4 2024.
  • Funds reported $481M of U-Haul Holding Co stock for Q1 2025, down 8.8% quarter-over-quarter.
  • 30 funds opened new U-Haul Holding Co positions in Q1 2025 and 17 closed out, a net change of +13 holders.
  • The largest U-Haul Holding Co buyer in Q1 2025 was Norges Bank, an estimated $5.88M added.
  • The largest U-Haul Holding Co seller in Q1 2025 was Lord, Abbett & Co, an estimated $20.7M sold.

Based on aggregated 13F filings for Q1 2025.