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U-Haul Holding Co

212 hedge funds and large institutions have $481M invested in U-Haul Holding Co in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 68 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

19% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 57

5% more funds holding

Funds holding: 202212 (+10)

1.4% less ownership

Funds ownership: 38.94%37.54% (-1.4%)

9% less capital invested

Capital invested by funds: $527M → $481M (-$46.7M)

48% less call options, than puts

Call options by funds: $634K | Put options by funds: $1.22M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
212
Holders Change
+10
Holders Change %
+4.95%
% 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
30
Increased
68
Reduced
57
Closed
17
Calls
$634K
Puts
$1.22M
Net Calls
-$582K
Net Calls Change
-$1.58M
Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
201
Global Financial Private Client
Florida
$261 +$208 +3 +300%
KSB
202
Kennebec Savings Bank
Maine
$196
RTL
203
Red Tortoise LLC
Georgia
$196
AssetMark Inc
204
AssetMark Inc
California
$196 +$69 +1 +50%
S
205
Sachetta
Massachusetts
$66 -$762 -11 -92%
MCM
206
MV Capital Management
Maryland
$66
PWMG
207
Private Wealth Management Group
New Jersey
$66
HIA
208
HFM Investment Advisors
New Jersey
$66 +$69 +1 New
PWM
209
Parkworth Wealth Management
California
$65
BHWM
210
Bay Harbor Wealth Management
Maryland
$65 +$69 +1 New
Lord, Abbett & Co
211
Lord, Abbett & Co
New Jersey
-$20.7M -300,000 Closed
Marshall Wace
212
Marshall Wace
United Kingdom
-$1.78M -25,754 Closed
VCM
213
Vision Capital Management
Oregon
-$1.71M -24,698 Closed
GCP
214
GSA Capital Partners
United Kingdom
-$1.03M -14,948 Closed
UBS AM
215
UBS AM
Illinois
-$492K -7,124 Closed
PAIM
216
Punch & Associates Investment Management
Minnesota
-$461K -6,671 Closed
CCA
217
Childress Capital Advisors
Texas
-$415K -6,000 Closed
FC
218
Farringdon Capital
United Kingdom
-$333K -4,823 Closed
DT
219
Diversified Trust
Tennessee
-$278K -4,025 Closed
AI
220
Atom Investors
Texas
-$267K -3,869 Closed
OL
221
Optas LLC
Texas
-$219K -3,174 Closed
IFWM
222
Institute for Wealth Management
Colorado
-$208K -3,008 Closed
ACM
223
Aster Capital Management
United Arab Emirates
-$207K -2,990 Closed
VI
224
Vestcor Inc
New Brunswick, Canada
-$7K -96 Closed
ECM
225
ExodusPoint Capital Management
New York
-$4K -52 Closed

UHAL Hedge Fund Activity: Q1 2025 in Review

212 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q1 2025, worth a combined $481M — down 8.8% from $527M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new UHAL positions and 17 closed out — a net gain of 13 holders — while 68 added to existing stakes and 57 trimmed.

The largest buyer was Norges Bank, adding an estimated $5.88M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $20.7M sold.

  • 212 institutional investors held U-Haul Holding Co (UHAL) as of Q1 2025, up from 202 in Q4 2024.
  • Funds reported $481M of U-Haul Holding Co stock for Q1 2025, down 8.8% quarter-over-quarter.
  • 30 funds opened new U-Haul Holding Co positions in Q1 2025 and 17 closed out, a net change of +13 holders.
  • The largest U-Haul Holding Co buyer in Q1 2025 was Norges Bank, an estimated $5.88M added.
  • The largest U-Haul Holding Co seller in Q1 2025 was Lord, Abbett & Co, an estimated $20.7M sold.

Based on aggregated 13F filings for Q1 2025.