U-Haul Holding Co
UHAL
209 hedge funds and large institutions have $400M invested in U-Haul Holding Co in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 59 increasing their positions, 69 reducing their positions, and 37 closing their positions.
3% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 37
1% less funds holding
Funds holding: 212 → 209 (-3)
5.42% less ownership
Funds ownership: 41.61% → 36.2% (-5.4%)
14% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 69
18% less capital invested
Capital invested by funds: $488M → $400M (-$88.1M)
60% less call options, than puts
Call options by funds: $2.31M | Put options by funds: $5.71M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECM
Estuary Capital Management
Wayzata,
Minnesota
|
+$12.6M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$10.4M |
| 3 |
LIP
Landmark Investment Partners
West Palm Beach,
Florida
|
+$6.74M |
| 4 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$4.83M |
| 5 |
Two Sigma Investments
New York
|
+$4.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
Scharf Investments
Los Gatos,
California
|
-$53.1M |
| 2 |
TFM
Trian Fund Management
New York
|
-$21.4M |
| 3 |
Millennium Management
New York
|
-$7.46M |
| 4 |
Jane Street
New York
|
-$3.47M |
| 5 |
SCA
Southpoint Capital Advisors
New York
|
-$2.95M |
UHAL Hedge Fund Activity: Q3 2025 in Review
209 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q3 2025, worth a combined $400M — down 18% from $488M a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of UHAL and 36 opened new positions — a net loss of 1 holder — while 69 trimmed existing stakes and 59 added.
The largest buyer was Estuary Capital Management, opening a new position worth an estimated $12.6M. The largest seller was Scharf Investments, cutting an estimated $53.1M.
- 209 institutional investors held U-Haul Holding Co (UHAL) as of Q3 2025, down from 212 in Q2 2025.
- Funds reported $400M of U-Haul Holding Co stock for Q3 2025, down 18% quarter-over-quarter.
- 36 funds opened new U-Haul Holding Co positions in Q3 2025 and 37 closed out, a net change of -1 holder.
- The largest U-Haul Holding Co buyer in Q3 2025 was Estuary Capital Management, an estimated $12.6M added.
- The largest U-Haul Holding Co seller in Q3 2025 was Scharf Investments, an estimated $53.1M sold.
Based on aggregated 13F filings for Q3 2025.