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U-Haul Holding Co

209 hedge funds and large institutions have $448M invested in U-Haul Holding Co in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+9
Holders Change %
+4.5%
% of All Funds
2.84%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
31
Increased
66
Reduced
56
Closed
18
Calls
$634K
Puts
$1.22M
Net Calls
-$582K
Net Calls Change
-$1.58M
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
201
AssetMark Inc
California
$196 +$65 +1 +50%
S
202
Sachetta
Massachusetts
$66 -$726 -11 -92%
PWMG
203
Private Wealth Management Group
New Jersey
$66
MCM
204
MV Capital Management
Maryland
$66
HIA
205
HFM Investment Advisors
New Jersey
$66 +$66 +1 New
PWM
206
Parkworth Wealth Management
California
$65
BHWM
207
Bay Harbor Wealth Management
Maryland
$65 +$65 +1 New
Norges Bank
208
Norges Bank
Norway
-$28.1M -406,818 Closed
Lord, Abbett & Co
209
Lord, Abbett & Co
New Jersey
-$20.7M -300,000 Closed
Marshall Wace
210
Marshall Wace
United Kingdom
-$1.78M -25,754 Closed
VCM
211
Vision Capital Management
Oregon
-$1.71M -24,698 Closed
GCP
212
GSA Capital Partners
United Kingdom
-$1.03M -14,948 Closed
UBS AM
213
UBS AM
Illinois
-$492K -7,124 Closed
PAIM
214
Punch & Associates Investment Management
Minnesota
-$461K -6,671 Closed
CCA
215
Childress Capital Advisors
Texas
-$415K -6,000 Closed
FC
216
Farringdon Capital
United Kingdom
-$333K -4,823 Closed
DT
217
Diversified Trust
Tennessee
-$278K -4,025 Closed
AI
218
Atom Investors
Texas
-$267K -3,869 Closed
OL
219
Optas LLC
Texas
-$219K -3,174 Closed
IFWM
220
Institute for Wealth Management
Colorado
-$208K -3,008 Closed
ACM
221
Aster Capital Management
United Arab Emirates
-$207K -2,990 Closed
VI
222
Vestcor Inc
New Brunswick, Canada
-$7K -96 Closed
ECM
223
ExodusPoint Capital Management
New York
-$4K -52 Closed
VWM
224
Venturi Wealth Management
Texas
-$2.97K -43 Closed
NA
225
NewEdge Advisors
Louisiana
-$484 -7 Closed