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U-Haul Holding Co

209 hedge funds and large institutions have $448M invested in U-Haul Holding Co in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+9
Holders Change %
+4.5%
% 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
31
Increased
66
Reduced
56
Closed
18
Calls
$634K
Puts
$1.22M
Net Calls
-$582K
Net Calls Change
-$1.58M
Name Holding Trade Value Shares
Change
Shares
Change %
UB
176
UMB Bank
Missouri
$1.96K
BIA
177
Bell Investment Advisors
California
$1.5K
RTC
178
Riverview Trust Company
Washington
$1.5K
SO
179
Sierra Ocean
California
$1.37K
JWA
180
JFS Wealth Advisors
Pennsylvania
$1.37K
CA
181
Clearstead Advisors
Ohio
$1.24K +$1.24K +19 New
TWD
182
True Wealth Design
Ohio
$1.18K +$981 +15 +500%
GSWM
183
Golden State Wealth Management
California
$1.14K
CI Investments Inc
184
CI Investments Inc
Ontario, Canada
$1K +$63 +1 +7%
Bessemer Group
185
Bessemer Group
New Jersey
$1K +$1K +12 New
WTC
186
WhitTier Trust Company
Nevada
$980 +$980 +15 New
PFBT
187
Parkside Financial Bank & Trust
Missouri
$785 -$131 -2 -14%
VWA
188
Valued Wealth Advisors
Utah
$654
BTI
189
Blue Trust Inc
Georgia
$523
PWMG
190
Prestige Wealth Management Group
New Jersey
$523
IA
191
IFP Advisors
Florida
$523 +$327 +5 +167%
HI
192
Harbour Investments
Wisconsin
$523 +$523 +8 New
FFA
193
Farther Finance Advisors
California
$399
DPW
194
DiNuzzo Private Wealth
Pennsylvania
$393
SS
195
SBI Securities
Japan
$327
ZBNA
196
Zions Bancorporation, National Association
Utah
$327 +$327 +5 New
TSMHT
197
Thurston Springer Miller Herd & Titak
Indiana
$261
GFPC
198
Global Financial Private Client
Florida
$261 +$196 +3 +300%
KSB
199
Kennebec Savings Bank
Maine
$196
RTL
200
Red Tortoise LLC
Georgia
$196