Safehold
SAFE
200 hedge funds and large institutions have $732M invested in Safehold in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 83 increasing their positions, 56 reducing their positions, and 32 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
48% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 56
9% less call options, than puts
Call options by funds: $3.07M | Put options by funds: $3.36M
9% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 32
1.3% less ownership
Funds ownership: 67.12% → 65.82% (-1.3%)
2% less funds holding
Funds holding: 204 → 200 (-4)
19% less capital invested
Capital invested by funds: $898M → $732M (-$166M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MMRF
Michelson Medical Research Foundation
Los Angeles,
California
|
+$4.62M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$4.05M |
| 3 |
JP Morgan Chase
New York
|
+$2.83M |
| 4 |
AG
Algert Global
San Francisco,
California
|
+$1.82M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$1.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$6.55M |
| 2 |
PE
Point72 Europe
London,
United Kingdom
|
-$6.2M |
| 3 |
NW
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
-$6.15M |
| 4 |
SSA
Schonfeld Strategic Advisors
New York
|
-$4.54M |
| 5 |
UBS AM
Chicago,
Illinois
|
-$4.36M |
SAFE Hedge Fund Activity: Q2 2025 in Review
200 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Safehold (SAFE) for Q2 2025, worth a combined $732M — down 19% from $898M a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of SAFE and 29 opened new positions — a net loss of 3 holders — while 56 trimmed existing stakes and 83 added.
The largest buyer was Michelson Medical Research Foundation, opening a new position worth an estimated $4.62M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $6.55M sold.
- 200 institutional investors held Safehold (SAFE) as of Q2 2025, down from 204 in Q1 2025.
- Funds reported $732M of Safehold stock for Q2 2025, down 19% quarter-over-quarter.
- 29 funds opened new Safehold positions in Q2 2025 and 32 closed out, a net change of -3 holders.
- The largest Safehold buyer in Q2 2025 was Michelson Medical Research Foundation, an estimated $4.62M added.
- The largest Safehold seller in Q2 2025 was 1832 Asset Management, an estimated $6.55M sold.
Based on aggregated 13F filings for Q2 2025.