UHAL icon

U-Haul Holding Co

210 hedge funds and large institutions have $488M invested in U-Haul Holding Co in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 60 increasing their positions, 70 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 70

29% less call options, than puts

Call options by funds: $939K | Put options by funds: $1.32M

Holders
210
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$939K
Puts
$1.32M
Net Calls
Net Calls Change

Top Buyers

1 +$47.3M
2 +$17.8M
3 +$3.12M
4
UBS AM
UBS AM
Illinois
+$2.5M
5
HF
HRT Financial
New York
+$1.83M

Top Sellers

1 -$18.1M
2 -$13.7M
3 -$3.7M
4
SCA
Southpoint Capital Advisors
New York
-$3.03M
5
State Street
State Street
Massachusetts
-$2.38M
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
201
HFM Investment Advisors
New Jersey
$121
PS
202
Principal Securities
Iowa
$121
PWM
203
Parkworth Wealth Management
California
$61
PWMG
204
Private Wealth Management Group
New Jersey
$61
S
205
Sachetta
Massachusetts
$61
RWM
206
Rialto Wealth Management
New York
$61
BHWM
207
Bay Harbor Wealth Management
Maryland
$60
SCM
208
Smead Capital Management
Arizona
AFR
209
Applied Fundamental Research
Massachusetts
DnB Asset Management
210
DnB Asset Management
Norway
Corient Private Wealth
211
Corient Private Wealth
Florida
A
212
AlphaQuest
New York
GAM
213
Gotham Asset Management
New York
Susquehanna International Group
214
Susquehanna International Group
Pennsylvania
OQS
215
Occudo Quantitative Strategies
Florida
SOW
216
State of Wyoming
Wyoming
LWM
217
Lodestone Wealth Management
Washington
SSA
218
Schonfeld Strategic Advisors
New York
I
219
InceptionR
California
CIAS
220
Capital Investment Advisory Services
North Carolina
TAM
221
Third Avenue Management
New York
HIIFS
222
Harel Insurance Investments & Financial Services
Israel
FDCDDQ
223
Federation des caisses Desjardins du Quebec
Quebec, Canada
MIM
224
MetLife Investment Management
New Jersey
QCG
225
Quadrant Capital Group
Ohio