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U-Haul Holding Co

209 hedge funds and large institutions have $487M 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, 70 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

16% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 70

29% less call options, than puts

Call options by funds: $939K | Put options by funds: $1.32M

Holders
209
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$939K
Puts
$1.32M
Net Calls
Net Calls Change

Top Buyers

1 +$47.3M
2 +$17.8M
3 +$3.12M
4
UBS AM
UBS AM
Illinois
+$2.5M
5
HF
HRT Financial
New York
+$1.83M

Top Sellers

1 -$18.1M
2 -$13.7M
3 -$3.7M
4
SCA
Southpoint Capital Advisors
New York
-$3.03M
5
State Street
State Street
Massachusetts
-$2.38M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
176
Bell Investment Advisors
California
$1.39K
SO
177
Sierra Ocean
California
$1.27K
JWA
178
JFS Wealth Advisors
Pennsylvania
$1.27K
MCM
179
MAI Capital Management
Ohio
$1.15K
HI
180
Harbour Investments
Wisconsin
$1.15K
PFBT
181
Parkside Financial Bank & Trust
Missouri
$1.09K
GSWM
182
Golden State Wealth Management
California
$1.05K
HFS
183
Hantz Financial Services
Michigan
$1K
CI Investments Inc
184
CI Investments Inc
Ontario, Canada
$1K
IA
185
IFP Advisors
Florida
$909
WTC
186
WhitTier Trust Company
Nevada
$908
BBHC
187
Brown Brothers Harriman & Co
New York
$666
VWA
188
Valued Wealth Advisors
Utah
$606
PWMG
189
Prestige Wealth Management Group
New Jersey
$485
FFO
190
Fortitude Family Office
Arizona
$484
TWD
191
True Wealth Design
Ohio
$364
DPW
192
DiNuzzo Private Wealth
Pennsylvania
$364
SS
193
SBI Securities
Japan
$363
ZBNA
194
Zions Bancorporation, National Association
Utah
$303
MCM
195
MV Capital Management
Maryland
$303
TSMHT
196
Thurston Springer Miller Herd & Titak
Indiana
$302
TPWA
197
Twin Peaks Wealth Advisors
California
$232
KSB
198
Kennebec Savings Bank
Maine
$182
RTL
199
Red Tortoise LLC
Georgia
$182
HIA
200
HFM Investment Advisors
New Jersey
$121