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U-Haul Holding Co
UHAL

Overview Fund Activity

208 hedge funds and large institutions have $448M 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, 69 reducing their positions, and 25 closing their positions.

Holders
208
Holders Change
-1
Holders Change %
-0.48%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
30
Increased
59
Reduced
69
Closed
25
Calls
$382K
Puts
$1.32M
Net Calls
-$938K
Net Calls Change
-$356K

Top Buyers

1
SI
1
Scharf Investments
California
$81.7M
2
Norges Bank
2
Norges Bank
Norway
$32.4M
3
Millennium Management
3
Millennium Management
New York
$21.1M
4
Jane Street
4
Jane Street
New York
$4.56M
5
UBS AM
5
UBS AM
Illinois
$2.5M

Top Sellers

1
TFM
1
Trian Fund Management
New York
$21.4M
2
SCM
2
Smead Capital Management
Arizona
$0
3
UBS Group
3
UBS Group
Switzerland
$1.64M
4
State Street
4
State Street
Massachusetts
$5.82M
5
AFR
5
Applied Fundamental Research
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
S
201
Sachetta
Massachusetts
$61 1 – –
PWMG
202
Private Wealth Management Group
New Jersey
$61 1 – –
PWM
203
Parkworth Wealth Management
California
$61 1 – –
RWM
204
Rialto Wealth Management
New York
$61 1 +1 New
BHWM
205
Bay Harbor Wealth Management
Maryland
$60 1 – –
SCM
206
Smead Capital Management
Arizona
– – -209,649 Closed
AFR
207
Applied Fundamental Research
Massachusetts
– – -25,087 Closed
DnB Asset Management
208
DnB Asset Management
Norway
– – -19,510 Closed
A
209
AlphaQuest
New York
– – -8,818 Closed
GAM
210
Gotham Asset Management
New York
– – -8,374 Closed
OQS
211
Occudo Quantitative Strategies
Florida
– – -5,142 Closed
SOW
212
State of Wyoming
Wyoming
– – -4,818 Closed
LWM
213
Lodestone Wealth Management
Washington
– – -3,525 Closed
SSA
214
Schonfeld Strategic Advisors
New York
– – -3,500 Closed
I
215
InceptionR
California
– – -3,399 Closed
CIAS
216
Capital Investment Advisory Services
North Carolina
– – -2,690 Closed
TAM
217
Third Avenue Management
New York
– – -1,456 Closed
HIIFS
218
Harel Insurance Investments & Financial Services
Israel
– – -1,179 Closed
FDCDDQ
219
Federation des caisses Desjardins du Quebec
Quebec, Canada
– – -617 Closed
MIM
220
MetLife Investment Management
New Jersey
– – -283 Closed
QCG
221
Quadrant Capital Group
Ohio
– – -166 Closed
Amundi
222
Amundi
France
– – -95 Closed
CF
223
Corebridge Financial
Texas
– – -88 Closed
QC
224
Quent Capital
New York
– – -77 Closed
CCM
225
Coldstream Capital Management
Washington
– – -67 Closed
6 7 8
9
10