SAFE

Safehold

200 hedge funds and large institutions have $741M invested in Safehold in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 72 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding

Funds holding: 200200 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 22

Holders
200
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.78M
Puts
$2.55M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FC
176
Financial Consulate
Maryland
$4.11K
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$3.95K
TWD
178
True Wealth Design
Ohio
$3.15K
CAM
179
Costello Asset Management
Pennsylvania
$3.1K
Rockefeller Capital Management
180
Rockefeller Capital Management
New York
$3.07K
UB
181
UMB Bank
Missouri
$2.51K
PWA
182
Physician Wealth Advisors
Utah
$2.09K
C
183
Covestor
United Kingdom
$2K
WSFS
184
Wilmington Savings Fund Society
Delaware
$1.83K
NA
185
NewEdge Advisors
Louisiana
$1.8K
WANY
186
Wealthspire Advisors (New York)
New York
$1.67K
Optiver Holding
187
Optiver Holding
Netherlands
$1.43K
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$1.01K
TFA
189
Transamerica Financial Advisors
Florida
$783
VWM
190
Vermillion Wealth Management
Minnesota
$713
CIAM
191
Caitong International Asset Management
Hong Kong
$651
LFG
192
Larson Financial Group
Missouri
$635
PWMG
193
Private Wealth Management Group
New Jersey
$558
RWM
194
Rialto Wealth Management
New York
$558
PFBT
195
Parkside Financial Bank & Trust
Missouri
$543
SS
196
Sunbelt Securities
Texas
$511
SAM
197
Smartleaf Asset Management
Massachusetts
$342
CT
198
Clearstead Trust
Maine
$217
HNB
199
Huntington National Bank
Ohio
$8
Fidelity International
200
Fidelity International
Bermuda