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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$55.4M +$822K +11,855 +1%
SCA
2
Southpoint Capital Advisors
New York
$45.8M
TFM
3
Trian Fund Management
New York
$42.6M
SI
4
Scharf Investments
California
$39.9M -$1.7M -24,483 -4%
Norges Bank
5
Norges Bank
Norway
$32.1M +$5.88M +84,893 +21%
BlackRock
6
BlackRock
New York
$30.7M +$3.25M +46,954 +11%
YAM
7
Yacktman Asset Management
Texas
$21.9M -$2.54M -36,587 -10%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$18.6M -$3.02M -43,627 -13%
SCM
9
Smead Capital Management
Arizona
$13.7M -$16.5M -238,318 -53%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$10.8M +$289K +4,172 +3%
OWIM
11
Old West Investment Management
California
$8.86M +$137K +1,972 +1%
State Street
12
State Street
Massachusetts
$8.85M -$3.18M -45,932 -25%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$8.53M +$1.74M +25,115 +24%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$8.15M +$478K +6,900 +6%
PL
15
Parkwood LLC
Ohio
$7.75M -$845K -12,198 -9%
Two Sigma Investments
16
Two Sigma Investments
New York
$6.58M -$851K -12,279 -11%
AQR Capital Management
17
AQR Capital Management
Connecticut
$6.58M +$93.3K +1,347 +1%
Morgan Stanley
18
Morgan Stanley
New York
$6.46M +$352K +5,084 +5%
UBS Group
19
UBS Group
Switzerland
$5.76M +$3.49M +50,418 +133%
Citadel Advisors
20
Citadel Advisors
Florida
$5.7M +$3.9M +56,256 +182%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$5.04M +$2.04M +29,492 +62%
ACH
22
ArrowMark Colorado Holdings
Colorado
$4.95M
BC
23
Bruce & Co
Illinois
$4.83M
Voloridge Investment Management
24
Voloridge Investment Management
Florida
$4.21M -$1.52M -21,871 -25%
QCM
25
Quantinno Capital Management
New York
$4.05M +$2.13M +30,784 +99%

UHAL Hedge Fund Activity: Q1 2025 in Review

212 of the 7,457 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.