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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
Axa
126
Axa
France
$25.4M +$22.2M +32,342 +394%
GI
127
Gradient Investments
Minnesota
$25.2M +$7.09M +10,319 +35%
Baird Financial Group
128
Baird Financial Group
Wisconsin
$25M -$1.32M -1,923 -5%
SG Americas Securities
129
SG Americas Securities
New York
$24.9M -$217K -316 -0.8%
BGIM
130
Brandywine Global Investment Management
Pennsylvania
$24.8M +$392K +570 +1%
Treasurer of the State of North Carolina
131
Treasurer of the State of North Carolina
North Carolina
$24.5M +$818K +1,190 +3%
State of Wisconsin Investment Board
132
State of Wisconsin Investment Board
Wisconsin
$24.4M -$470K -683 -2%
Asset Management One
133
Asset Management One
Japan
$24.2M +$727K +1,058 +3%
CCMIC
134
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$24.1M +$5.88M +8,550 +29%
Ensign Peak Advisors
135
Ensign Peak Advisors
Utah
$24M -$2.6M -3,778 -9%
APG Asset Management
136
APG Asset Management
Netherlands
$23.7M -$1.37M -1,987 -5%
SFI
137
Susquehanna Fundamental Investments
Pennsylvania
$23.5M +$25M +36,294 +3,030%
FP
138
Foundry Partners
Minnesota
$23.2M -$1.43M -2,080 -5%
Schroder Investment Management Group
139
Schroder Investment Management Group
United Kingdom
$23M -$4.22M -6,139 -14%
SSA
140
Schonfeld Strategic Advisors
New York
$22.9M +$11.4M +16,560 +83%
BWP
141
Baldwin Wealth Partners
Massachusetts
$22.8M +$525K +763 +2%
VA
142
Vident Advisory
Georgia
$22.5M +$2.58M +3,749 +12%
VOYA Investment Management
143
VOYA Investment Management
Georgia
$22.2M +$3.92M +5,699 +19%
CAG
144
Crestwood Advisors Group
Massachusetts
$22.2M -$575K -836 -2%
WAS
145
Wesleyan Assurance Society
United Kingdom
$22.1M
MIM
146
Montgomery Investment Management
Maryland
$21.9M +$11K +16 +0%
LCM
147
Logan Capital Management
Pennsylvania
$21.9M -$107K -156 -0.4%
LF
148
Lansforsakringar Fondforvaltning
Sweden
$21.6M -$4.26M -6,192 -15%
Chevy Chase Trust
149
Chevy Chase Trust
Maryland
$21.6M +$2.75K +4 +0%
ACM
150
Advisors Capital Management
New Jersey
$21.3M +$165K +240 +0.7%

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.