UHAL icon

U-Haul Holding Co
UHAL

Overview Fund Activity

200 hedge funds and large institutions have $527M invested in U-Haul Holding Co in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 66 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+2
Holders Change %
+1.01%
% of All Funds
2.66%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
30
Increased
61
Reduced
66
Closed
27
Calls
$1.05M
Puts
$48K
Net Calls
+$1M
Net Calls Change
-$315K

Top Buyers

1
TFM
1
Trian Fund Management
New York
$45M
2
SCA
2
Southpoint Capital Advisors
New York
$48.4M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$8.14M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$20.7M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$7.81M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
SCM
2
Smead Capital Management
Arizona
$31M
3
SI
3
Scharf Investments
California
$43.9M
4
YAM
4
Yacktman Asset Management
Texas
$25.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$6.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
201
Susquehanna International Group
Pennsylvania
– -$1.09M -14,083 Closed
Prudential Financial
202
Prudential Financial
New Jersey
– -$789K -10,187 Closed
USCWA
203
U.S. Capital Wealth Advisors
Texas
– -$775K -10,000 Closed
SEI Investments
204
SEI Investments
Pennsylvania
– -$507K -6,549 Closed
Allspring Global Investments
205
Allspring Global Investments
North Carolina
– -$436K -5,626 Closed
BFM
206
Boothbay Fund Management
New York
– -$395K -5,097 Closed
FHB
207
First Hawaiian Bank
Hawaii
– -$388K -5,014 Closed
GAM
208
Gotham Asset Management
New York
– -$322K -4,162 Closed
XT
209
XTX Topco
Cayman Islands
– -$295K -3,807 Closed
AIC
210
Anthracite Investment Company
Texas
– -$269K -3,473 Closed
SF
211
Synovus Financial
Georgia
– -$227K -2,932 Closed
CAM
212
Cresset Asset Management
Illinois
– -$225K -2,898 Closed
RC
213
RBF Capital
California
– -$217K -2,800 Closed
MFAM
214
Motley Fool Asset Management
Virginia
– -$201K -2,579 Closed
Lazard Asset Management
215
Lazard Asset Management
New York
– -$131K -1,691 Closed
HT
216
Headlands Technologies
Illinois
– -$71.4K -921 Closed
NS
217
NBC Securities
Alabama
– -$35K -458 Closed
ATS
218
Ashton Thomas Securities
New York
– -$27.3K -352 Closed
HWP
219
Highline Wealth Partners
California
– -$7.75K -100 Closed
FCM
220
Fourpath Capital Management
Oklahoma
– -$5.81K -75 Closed
AWM
221
Avior Wealth Management
Nebraska
– -$5.42K -70 Closed
A
222
AlphaQuest
New York
– -$1.16K -15 Closed
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
– -$155 -2 Closed
CFB
224
Cullen/Frost Bankers
Texas
– -$155 -2 Closed
CA
225
Claris Advisors
Missouri
– -$155 -2 Closed
5 6 7 8
9