United Rentals
1,538 hedge funds and large institutions have $46.3B invested in United Rentals in 2025 Q4 according to their latest regulatory filings, with 227 funds opening new positions, 552 increasing their positions, 504 reducing their positions, and 114 closing their positions.
99% more first-time investments, than exits
New positions opened: 227 | Existing positions closed: 114
6% more funds holding
Funds holding: 1,452 → 1,538 (+86)
10% more repeat investments, than reductions
Existing positions increased: 552 | Existing positions reduced: 504
0.27% less ownership
Funds ownership: 90.19% → 89.92% (-0.27%)
9% less call options, than puts
Call options by funds: $918M | Put options by funds: $1.01B
16% less capital invested
Capital invested by funds: $55.3B → $46.3B (-$9B)
29% less funds holding in top 10
Funds holding in top 10: 38 → 27 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$291M |
| 2 |
LCAM
London & Capital Asset Management
London,
United Kingdom
|
+$205M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$174M |
| 4 |
Neuberger Berman Group
New York
|
+$166M |
| 5 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$166M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$2.39B |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$710M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$670M |
| 4 |
Morgan Stanley
New York
|
-$137M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$123M |
URI Hedge Fund Activity: Q4 2025 in Review
1,538 of the 8,284 institutional investors tracked by Wall St. Rank reported a position in United Rentals (URI) for Q4 2025, worth a combined $46.3B — down 16% from $55.3B a quarter earlier.
Buyers outnumbered sellers: 227 funds opened new URI positions and 114 closed out — a net gain of 113 holders — while 552 added to existing stakes and 504 trimmed.
The largest buyer was Millennium Management, adding an estimated $291M. The largest seller was Capital International Investors, cutting an estimated $2.39B.
- 1,538 institutional investors held United Rentals (URI) as of Q4 2025, up from 1,452 in Q3 2025.
- Funds reported $46.3B of United Rentals stock for Q4 2025, down 16% quarter-over-quarter.
- 227 funds opened new United Rentals positions in Q4 2025 and 114 closed out, a net change of +113 holders.
- The largest United Rentals buyer in Q4 2025 was Millennium Management, an estimated $291M added.
- The largest United Rentals seller in Q4 2025 was Capital International Investors, an estimated $2.39B sold.
Based on aggregated 13F filings for Q4 2025.