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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.65B +$20.3M +29,501 +0.4%
BlackRock
2
BlackRock
New York
$3.22B +$6.43M +9,360 +0.2%
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.99B +$203M +295,668 +10%
State Street
4
State Street
Massachusetts
$1.94B -$8.16M -11,870 -0.4%
Capital International Investors
5
Capital International Investors
California
$1.56B +$991M +1,441,110 +137%
Capital World Investors
6
Capital World Investors
California
$1.44B +$54M +78,578 +4%
Bank of America
7
Bank of America
North Carolina
$1.06B +$27.7M +40,307 +2%
Morgan Stanley
8
Morgan Stanley
New York
$1.05B +$131M +189,936 +13%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.02B +$36.2M +52,606 +3%
Franklin Resources
10
Franklin Resources
California
$727M +$46M +66,888 +6%
JP Morgan Chase
11
JP Morgan Chase
New York
$685M +$372M +541,579 +98%
AllianceBernstein
12
AllianceBernstein
Tennessee
$622M -$177M -257,083 -21%
Norges Bank
13
Norges Bank
Norway
$569M -$54.4M -79,187 -8%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$568M -$5.18M -7,540 -0.8%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$533M +$131M +190,007 +29%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$484M -$1.06B -1,536,461 -67%
Nordea Investment Management
17
Nordea Investment Management
Sweden
$431M -$19.6M -28,532 -4%
Northern Trust
18
Northern Trust
Illinois
$414M +$3.51M +5,113 +0.8%
N
19
Nuveen
North Carolina
$402M +$29.3M +42,675 +7%
Goldman Sachs
20
Goldman Sachs
New York
$401M +$68.4M +99,449 +18%
UBS Group
21
UBS Group
Switzerland
$388M +$32.3M +46,926 +8%
Invesco
22
Invesco
Georgia
$369M -$229M -333,453 -36%
Holocene Advisors
23
Holocene Advisors
New York
$367M +$127M +184,761 +46%
LAM
24
Lyrical Asset Management
New York
$357M -$8.4M -12,218 -2%
UBS AM
25
UBS AM
Illinois
$326M -$18M -26,219 -5%

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.