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United Rentals

1,299 hedge funds and large institutions have $36.9B invested in United Rentals in 2025 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 505 increasing their positions, 464 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $731M | Put options by funds: $664M

9% more repeat investments, than reductions

Existing positions increased: 505 | Existing positions reduced: 464

0.2% less ownership

Funds ownership: 90.42%90.22% (-0.2%)

8% less first-time investments, than exits

New positions opened: 135 | Existing positions closed: 147

2% less funds holding

Funds holding: 1,3301,299 (-31)

13% less capital invested

Capital invested by funds: $42.6B → $36.9B (-$5.66B)

17% less funds holding in top 10

Funds holding in top 10: 3025 (-5)

Holders
1,299
Holders Change
-31
Holders Change %
-2.33%
% of All Funds
17.42%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.34%
New
135
Increased
505
Reduced
464
Closed
147
Calls
$731M
Puts
$664M
Net Calls
+$67M
Net Calls Change
+$85.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
401
Congress Wealth Management
Massachusetts
$3.84M -$410K -597 -9%
BA
402
Bellwether Advisors
Nebraska
$3.83M
SW
403
SlateStone Wealth
Florida
$3.81M +$232K +338 +6%
GHAM
404
Gilman Hill Asset Management
Connecticut
$3.77M +$131K +190 +3%
DADC
405
D.A. Davidson & Co
Montana
$3.77M -$352K -512 -8%
RIM
406
Rakuten Investment Management
Japan
$3.75M +$4.11M +5,978 New
LFAS
407
Level Four Advisory Services
Texas
$3.75M -$144K -210 -3%
LGWM
408
Litman Gregory Wealth Management
California
$3.73M +$4.09M +5,944 New
MFG
409
MidWestOne Financial Group
Iowa
$3.69M -$46.7K -68 -1%
EI
410
Ethic Inc
New York
$3.68M -$292K -425 -7%
AWA
411
Arkadios Wealth Advisors
Georgia
$3.66M +$3.6M +5,236 +863%
TWC
412
TD Waterhouse Canada
Ontario, Canada
$3.65M +$840K +1,222 +27%
TFS
413
Thoroughbred Financial Services
Tennessee
$3.63M -$799K -1,162 -17%
UM
414
UniSuper Management
Australia
$3.61M +$357K +519 +10%
CWMK
415
Caliber Wealth Management (Kansas)
Kansas
$3.6M +$3.94M +5,738 New
CIG
416
Consolidated Investment Group
Colorado
$3.57M +$3.92M +5,700 New
Impax Asset Management Group
417
Impax Asset Management Group
United Kingdom
$3.54M +$37.1K +54 +1%
OPERF
418
Oregon Public Employees Retirement Fund
Oregon
$3.53M
CIS
419
Capital International Sarl
California
$3.47M +$1.52M +2,213 +66%
WP
420
Woodline Partners
California
$3.46M +$1.08M +1,577 +40%
WIM
421
Westside Investment Management
California
$3.44M +$222K +323 +6%
OQS
422
Occudo Quantitative Strategies
Florida
$3.42M +$3.49M +5,079 +1,380%
TNBTD
423
Trustmark National Bank Trust Department
Mississippi
$3.4M -$1.39M -2,024 -27%
RC
424
Roundview Capital
New Jersey
$3.39M +$195K +284 +6%
CG
425
Caprock Group
Idaho
$3.38M +$546K +794 +17%

URI Hedge Fund Activity: Q1 2025 in Review

1,299 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in United Rentals (URI) for Q1 2025, worth a combined $36.9B — down 13% from $42.6B a quarter earlier.

Sellers outnumbered buyers: 147 funds closed out of URI and 135 opened new positions — a net loss of 12 holders — while 464 trimmed existing stakes and 505 added.

The largest buyer was Capital International Investors, adding an estimated $991M. The largest seller was Fidelity Investments, cutting an estimated $1.06B.

  • 1,299 institutional investors held United Rentals (URI) as of Q1 2025, down from 1,330 in Q4 2024.
  • Funds reported $36.9B of United Rentals stock for Q1 2025, down 13% quarter-over-quarter.
  • 135 funds opened new United Rentals positions in Q1 2025 and 147 closed out, a net change of -12 holders.
  • The largest United Rentals buyer in Q1 2025 was Capital International Investors, an estimated $991M added.
  • The largest United Rentals seller in Q1 2025 was Fidelity Investments, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2025.