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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
Credit Agricole
151
Credit Agricole
France
$20.8M +$2.86M +4,157 +14%
LDB
152
Lee, Danner & Bass
Tennessee
$20.6M +$50.9K +74 +0.2%
SLAM
153
Swiss Life Asset Management
$20.4M +$877K +1,276 +4%
MG
154
Markel Group
Virginia
$19.5M +$1.03M +1,500 +5%
DB
155
Danske Bank
Denmark
$19.3M -$17.1M -24,814 -45%
FVCM
156
F&V Capital Management
Florida
$18.8M -$164K -238 -0.8%
NIM
157
Northeast Investment Management
Massachusetts
$18.7M +$819K +1,191 +4%
Mackenzie Financial
158
Mackenzie Financial
Ontario, Canada
$18.7M +$403K +586 +2%
Macquarie Group
159
Macquarie Group
Australia
$18.6M -$28.3M -41,096 -58%
Mitsubishi UFJ Trust & Banking
160
Mitsubishi UFJ Trust & Banking
Japan
$18.5M -$619K -900 -3%
Mercer Global Advisors
161
Mercer Global Advisors
Colorado
$18.3M +$365K +531 +2%
Janney Montgomery Scott
162
Janney Montgomery Scott
Pennsylvania
$18.1M +$1.86M +2,702 +10%
WP
163
Wedgewood Partners
Missouri
$17.7M +$17.1M +24,829 New
CSP
164
Cary Street Partners
Virginia
$17.7M -$492K -715 -2%
AQR Capital Management
165
AQR Capital Management
Connecticut
$17.7M -$509K -740 -2%
Cetera Investment Advisers
166
Cetera Investment Advisers
Illinois
$17.6M -$872K -1,269 -4%
Millennium Management
167
Millennium Management
New York
$17.5M -$49.2M -71,523 -72%
GI
168
GAMCO Investors
Connecticut
$17.5M -$144K -209 -0.7%
CPA
169
Court Place Advisors
Maryland
$17.4M -$176K -256 -0.9%
QCM
170
QRG Capital Management
Illinois
$17.3M -$1.26M -1,839 -6%
CFG
171
Citizens Financial Group
Rhode Island
$17.3M +$9.48M +13,797 +100%
Toronto Dominion Bank
172
Toronto Dominion Bank
Ontario, Canada
$16.9M +$3.13M +4,548 +20%
PMAM
173
Picton Mahoney Asset Management
Ontario, Canada
$16.8M +$5.08M +7,395 +38%
AFCM
174
Applied Finance Capital Management
Puerto Rico
$16.8M -$16.4M -23,796 -47%
DekaBank Deutsche Girozentrale
175
DekaBank Deutsche Girozentrale
Germany
$16.7M -$111K -161 -0.6%

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.