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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
Canada Life
76
Canada Life
Manitoba, Canada
$52.6M +$493K +717 +0.9%
Prudential Financial
77
Prudential Financial
New Jersey
$51.5M +$21.8M +31,779 +63%
Canada Pension Plan Investment Board
78
Canada Pension Plan Investment Board
Ontario, Canada
$50.5M +$24M +34,887 +76%
CIP
79
Cornerstone Investment Partners
Georgia
$49M +$12M +17,505 +29%
Qube Research & Technologies (QRT)
80
Qube Research & Technologies (QRT)
United Kingdom
$48.8M -$88.8M -129,109 -62%
Lord, Abbett & Co
81
Lord, Abbett & Co
New Jersey
$47.5M -$44.8M -65,218 -46%
Principal Financial Group
82
Principal Financial Group
Iowa
$46.7M -$1.87M -2,726 -4%
EIA
83
Edgemoor Investment Advisors
Maryland
$46.2M -$184K -268 -0.4%
Balyasny Asset Management
84
Balyasny Asset Management
Illinois
$46M -$4.97M -7,224 -9%
AAMU
85
AEGON Asset Management (UK)
United Kingdom
$44.2M -$5.82M -8,466 -11%
American Century Companies
86
American Century Companies
Missouri
$43.9M +$20.6K +30 +0%
Adage Capital Partners
87
Adage Capital Partners
Massachusetts
$43.6M +$14.6M +21,245 +44%
GAM
88
Groupama Asset Management
France
$43.3M +$5.77M +8,395 +14%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$42.8M -$3.55M -5,159 -7%
Russell Investments Group
90
Russell Investments Group
United Kingdom
$42.7M +$905K +1,316 +2%
Retirement Systems of Alabama
91
Retirement Systems of Alabama
Alabama
$42.6M +$11.7M +16,985 +33%
Ameriprise
92
Ameriprise
Minnesota
$41.7M -$4.19M -6,092 -8%
TAM
93
Todd Asset Management
Kentucky
$41.7M -$29.3M -42,616 -39%
TRSOTSOK
94
Teachers Retirement System of the State of Kentucky
Kentucky
$41.4M -$24.4M -35,444 -35%
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$41.1M +$2.75M +4,003 +6%
State Board of Administration of Florida Retirement System
96
State Board of Administration of Florida Retirement System
Florida
$40.9M
EAM
97
Eventide Asset Management
Massachusetts
$38.7M +$42.5M +61,755 New
HighTower Advisors
98
HighTower Advisors
Illinois
$37.8M -$649K -944 -2%
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$37.7M -$743K -1,081 -2%
BIM
100
Bridges Investment Management
Nebraska
$37.1M +$22.3M +32,367 +121%

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.