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U-Haul Holding Co

209 hedge funds and large institutions have $487M 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, 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)

16% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 70

29% less call options, than puts

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

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