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U-Haul Holding Co

202 hedge funds and large institutions have $377M invested in U-Haul Holding Co in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 62 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $726K | Put options by funds: $287K

13% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 62

2.29% more ownership

Funds ownership: 36.2%38.48% (+2.3%)

8% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 36

3% less funds holding

Funds holding: 209202 (-7)

6% less capital invested

Capital invested by funds: $400M → $377M (-$22.8M)

Holders
202
Holders Change
-7
Holders Change %
-3.35%
% of All Funds
2.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
70
Reduced
62
Closed
36
Calls
$726K
Puts
$287K
Net Calls
+$439K
Net Calls Change
+$3.84M
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
176
Root Financial Partners
California
$907 -$1.12K -21 -54%
GSWM
177
Golden State Wealth Management
California
$877
Rockefeller Capital Management
178
Rockefeller Capital Management
New York
$857 -$33.4K -628 -97%
PFBT
179
Parkside Financial Bank & Trust
Missouri
$757 -$213 -4 -21%
SFM
180
Systematic Financial Management
New Jersey
$756 -$60K -1,127 -99%
OP
181
ORG Partners
Indiana
$756 +$798 +15 New
TFA
182
Transamerica Financial Advisors
Florida
$706 +$638 +12 +600%
BBHC
183
Brown Brothers Harriman & Co
New York
$555
CPG
184
Cornerstone Planning Group
New Jersey
$506 -$15.2K -285 -97%
HNB
185
Huntington National Bank
Ohio
$504 +$532 +10 New
PWMG
186
Prestige Wealth Management Group
New Jersey
$404
AssetMark Inc
187
AssetMark Inc
California
$403 -$958 -18 -69%
WA
188
Westfuller Advisors
New York
$353
DPW
189
DiNuzzo Private Wealth
Pennsylvania
$303
SFCL
190
Strengthening Families & Communities LLC
Massachusetts
$302 +$319 +6 New
BIA
191
Bell Investment Advisors
California
$253 -$958 -18 -78%
ZBNA
192
Zions Bancorporation, National Association
Utah
$252
HI
193
Harbour Investments
Wisconsin
$151 -$638 -12 -80%
KSB
194
Kennebec Savings Bank
Maine
$151
RTL
195
Red Tortoise LLC
Georgia
$151
KFAS
196
Keating Financial Advisory Services
Kansas
$151 +$160 +3 New
IA
197
IFP Advisors
Florida
$101 -$213 -4 -67%
SS
198
SBI Securities
Japan
$101 -$213 -4 -67%
BHWM
199
Bay Harbor Wealth Management
Maryland
$100
S
200
Sachetta
Massachusetts
$51

UHAL Hedge Fund Activity: Q4 2025 in Review

202 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q4 2025, worth a combined $377M — down 5.7% from $400M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of UHAL and 33 opened new positions — a net loss of 3 holders — while 62 trimmed existing stakes and 70 added.

The largest buyer was Quantinno Capital Management, adding an estimated $9.5M. The largest seller was Estuary Capital Management, exiting entirely with an estimated $12.2M sold.

  • 202 institutional investors held U-Haul Holding Co (UHAL) as of Q4 2025, down from 209 in Q3 2025.
  • Funds reported $377M of U-Haul Holding Co stock for Q4 2025, down 5.7% quarter-over-quarter.
  • 33 funds opened new U-Haul Holding Co positions in Q4 2025 and 36 closed out, a net change of -3 holders.
  • The largest U-Haul Holding Co buyer in Q4 2025 was Quantinno Capital Management, an estimated $9.5M added.
  • The largest U-Haul Holding Co seller in Q4 2025 was Estuary Capital Management, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2025.