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U-Haul Holding Co

202 hedge funds and large institutions have $349M invested in U-Haul Holding Co in 2026 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 58 increasing their positions, 63 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

8% less capital invested

Capital invested by funds: $377M → $349M (-$28.5M)

42% less call options, than puts

Call options by funds: $635K | Put options by funds: $1.1M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
202
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$635K
Puts
$1.1M
Net Calls
Net Calls Change

Top Buyers

1 +$15.9M
2 +$7.99M
3 +$7.05M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$5.05M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$5.05M

Top Sellers

1 -$12.2M
2 -$5.6M
3 -$3.79M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$2.95M
5
OP
Orvieto Partners
Massachusetts
-$2.45M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
176
Parkside Financial Bank & Trust
Missouri
$957
GSWM
177
Golden State Wealth Management
California
$832
SFM
178
Systematic Financial Management
New Jersey
$717
JWA
179
JFS Wealth Advisors
Pennsylvania
$622
FFO
180
Fortitude Family Office
Arizona
$621
BBHC
181
Brown Brothers Harriman & Co
New York
$526
PWMG
182
Prestige Wealth Management Group
New Jersey
$383
CIAM
183
Caitong International Asset Management
Hong Kong
$382
WA
184
Westfuller Advisors
New York
$334
SFCL
185
Strengthening Families & Communities LLC
Massachusetts
$287
DPW
186
DiNuzzo Private Wealth
Pennsylvania
$287
ZBNA
187
Zions Bancorporation, National Association
Utah
$239
BIA
188
Bell Investment Advisors
California
$239
BCWM
189
Bartlett & Co Wealth Management
Ohio
$151
MPWT
190
MassMutual Private Wealth & Trust
Connecticut
$143
HI
191
Harbour Investments
Wisconsin
$143
KSB
192
Kennebec Savings Bank
Maine
$143
RTL
193
Red Tortoise LLC
Georgia
$143
HIA
194
HFM Investment Advisors
New Jersey
$143
OSAM
195
O'Shaughnessy Asset Management
Connecticut
$96
SS
196
SBI Securities
Japan
$96
IA
197
IFP Advisors
Florida
$96
AWM
198
Activest Wealth Management
Florida
$96
PWMG
199
Private Wealth Management Group
New Jersey
$48
CW
200
Curio Wealth
Maryland
$48