United Rentals
URI
1,450 hedge funds and large institutions have $55.3B invested in United Rentals in 2025 Q3 according to their latest regulatory filings, with 200 funds opening new positions, 506 increasing their positions, 495 reducing their positions, and 81 closing their positions.
147% more first-time investments, than exits
New positions opened: 200 | Existing positions closed: 81
23% more capital invested
Capital invested by funds: $44.9B → $55.3B (+$10.5B)
23% more funds holding in top 10
Funds holding in top 10: 31 → 38 (+7)
8% more funds holding
Funds holding: 1,346 → 1,450 (+104)
7% more call options, than puts
Call options by funds: $1.03B | Put options by funds: $958M
2% more repeat investments, than reductions
Existing positions increased: 506 | Existing positions reduced: 495
1.41% less ownership
Funds ownership: 91.58% → 90.17% (-1.4%)
Top Buyers
Top Sellers
| 1 |
JP Morgan Chase
New York
|
-$701M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
-$555M |
| 3 |
LAM
Lyrical Asset Management
New York
|
-$463M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$383M |
| 5 |
Holocene Advisors
New York
|
-$189M |
URI Hedge Fund Activity: Q3 2025 in Review
1,450 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in United Rentals (URI) for Q3 2025, worth a combined $55.3B — up 23% from $44.9B a quarter earlier.
Buyers outnumbered sellers: 200 funds opened new URI positions and 81 closed out — a net gain of 119 holders — while 506 added to existing stakes and 495 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $911M. The largest seller was JP Morgan Chase, cutting an estimated $701M.
- 1,450 institutional investors held United Rentals (URI) as of Q3 2025, up from 1,346 in Q2 2025.
- Funds reported $55.3B of United Rentals stock for Q3 2025, up 23% quarter-over-quarter.
- 200 funds opened new United Rentals positions in Q3 2025 and 81 closed out, a net change of +119 holders.
- The largest United Rentals buyer in Q3 2025 was Fidelity Investments, an estimated $911M added.
- The largest United Rentals seller in Q3 2025 was JP Morgan Chase, an estimated $701M sold.
Based on aggregated 13F filings for Q3 2025.