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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
PFM
176
Premier Fund Managers
United Kingdom
$16.7M -$137K -200 -0.7%
CGPCS
177
Capital Group Private Client Services
California
$16.6M +$8.72M +12,687 +92%
Victory Capital Management
178
Victory Capital Management
Texas
$16.3M -$2.09M -3,047 -11%
Skandinaviska Enskilda Banken (SEB)
179
Skandinaviska Enskilda Banken (SEB)
Sweden
$15.5M +$184K +267 +1%
NPPM
180
North Point Portfolio Managers
Ohio
$15.4M +$335K +488 +2%
MSV
181
MN Services Vermogensbeheer
Netherlands
$15.4M -$1.44M -2,100 -8%
KK
182
KLP Kapitalforvaltning
Norway
$15.2M
DZ Bank
183
DZ Bank
Germany
$15.2M +$626K +911 +4%
Daiwa Securities Group
184
Daiwa Securities Group
Japan
$15.2M -$516K -750 -3%
SEI Investments
185
SEI Investments
Pennsylvania
$15M +$1.59M +2,310 +11%
LOAME
186
Lombard Odier Asset Management (Europe)
United Kingdom
$14.7M +$1.44M +2,092 +10%
CAPTRUST Financial Advisors
187
CAPTRUST Financial Advisors
North Carolina
$14.7M +$244K +355 +2%
WTC
188
WhitTier Trust Company
Nevada
$14.7M +$731K +1,063 +5%
State of Tennessee, Department of Treasury
189
State of Tennessee, Department of Treasury
Tennessee
$14.6M -$324K -471 -2%
Calamos Advisors
190
Calamos Advisors
Illinois
$14.3M +$175K +255 +1%
VWM
191
Venturi Wealth Management
Texas
$14.3M +$1.58M +2,292 +11%
CC
192
Covalis Capital
United Kingdom
$14M +$15.4M +22,370 New
Ohio Public Employees Retirement System (OPERS)
193
Ohio Public Employees Retirement System (OPERS)
Ohio
$13.9M -$4.16M -6,049 -21%
PP
194
Prudential plc
United Kingdom
$13.8M +$440K +640 +3%
RAM
195
Resona Asset Management
Japan
$13.5M +$1.12M +1,631 +8%
BVDMP
196
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$13.5M
State of New Jersey Common Pension Fund D
197
State of New Jersey Common Pension Fund D
New Jersey
$13.4M -$2.02M -2,944 -12%
CHCM
198
Columbus Hill Capital Management
New Jersey
$13.1M
Nomura Asset Management
199
Nomura Asset Management
Japan
$13M -$3.57M -5,198 -20%
FFM
200
Fisher Funds Management
New Zealand
$12.9M

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.