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U-Haul Holding Co

202 hedge funds and large institutions have $377M invested in U-Haul Holding Co in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 62 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $726K | Put options by funds: $287K

13% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 62

2.29% more ownership

Funds ownership: 36.2%38.48% (+2.3%)

8% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 36

3% less funds holding

Funds holding: 209202 (-7)

6% less capital invested

Capital invested by funds: $400M → $377M (-$22.8M)

Holders
202
Holders Change
-7
Holders Change %
-3.35%
% of All Funds
2.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
70
Reduced
62
Closed
36
Calls
$726K
Puts
$287K
Net Calls
+$439K
Net Calls Change
+$3.84M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$43.7M +$881K +16,560 +2%
SCA
2
Southpoint Capital Advisors
New York
$30.2M
Norges Bank
3
Norges Bank
Norway
$27.5M +$29.1M +546,476 New
BlackRock
4
BlackRock
New York
$25.6M +$3.2M +60,176 +13%
SI
5
Scharf Investments
California
$21.7M -$6.22M -116,865 -21%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$20.7M +$1.62M +30,505 +8%
YAM
7
Yacktman Asset Management
Texas
$16.5M -$186K -3,498 -1%
QCM
8
Quantinno Capital Management
New York
$14.7M +$9.5M +178,625 +158%
ACH
9
ArrowMark Colorado Holdings
Colorado
$11M +$3.19M +60,000 +38%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$9.77M +$4.82M +90,578 +88%
Morgan Stanley
11
Morgan Stanley
New York
$9.65M +$2.27M +42,620 +29%
Two Sigma Advisers
12
Two Sigma Advisers
New York
$8.79M -$814K -15,300 -8%
Two Sigma Investments
13
Two Sigma Investments
New York
$8.61M -$178K -3,349 -2%
OWIM
14
Old West Investment Management
California
$7.73M +$30K +564 +0.4%
State Street
15
State Street
Massachusetts
$7.09M +$1.85M +34,719 +33%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$6.45M -$367K -6,906 -5%
OP
17
Orvieto Partners
Massachusetts
$6.4M +$6.33M +119,000 +1,488%
DAMU
18
Deltroit Asset Management (UK)
$5.18M +$5.47M +102,793 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$4.57M -$1.61M -30,200 -25%
HF
20
HRT Financial
New York
$3.84M -$792K -14,893 -16%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$3.82M +$2.12M +39,830 +111%
BC
22
Bruce & Co
Illinois
$3.73M
AQR Capital Management
23
AQR Capital Management
Connecticut
$3.67M -$474K -8,910 -11%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$3.45M +$2.82M +52,915 +341%
Northern Trust
25
Northern Trust
Illinois
$3.41M +$1.82M +34,138 +102%

UHAL Hedge Fund Activity: Q4 2025 in Review

202 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q4 2025, worth a combined $377M — down 5.7% from $400M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of UHAL and 33 opened new positions — a net loss of 3 holders — while 62 trimmed existing stakes and 70 added.

The largest buyer was Quantinno Capital Management, adding an estimated $9.5M. The largest seller was Estuary Capital Management, exiting entirely with an estimated $12.2M sold.

  • 202 institutional investors held U-Haul Holding Co (UHAL) as of Q4 2025, down from 209 in Q3 2025.
  • Funds reported $377M of U-Haul Holding Co stock for Q4 2025, down 5.7% quarter-over-quarter.
  • 33 funds opened new U-Haul Holding Co positions in Q4 2025 and 36 closed out, a net change of -3 holders.
  • The largest U-Haul Holding Co buyer in Q4 2025 was Quantinno Capital Management, an estimated $9.5M added.
  • The largest U-Haul Holding Co seller in Q4 2025 was Estuary Capital Management, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2025.