SAFE

Safehold
SAFE

Overview Fund Activity

199 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, 82 increasing their positions, 56 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
-4
Holders Change %
-1.97%
% of All Funds
2.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
29
Increased
82
Reduced
56
Closed
31
Calls
$3.07M
Puts
$3.36M
Net Calls
-$296K
Net Calls Change
-$1.07M

Top Buyers

1
MMRF
1
Michelson Medical Research Foundation
California
$4.63M
2
Northern Trust
2
Northern Trust
Illinois
$13.8M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$17.6M
4
AG
4
Algert Global
California
$3.19M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$4.85M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$0
2
PE
2
Point72 Europe
United Kingdom
$0
3
NW
3
NewEdge Wealth
Pennsylvania
$23.7M
4
SSA
4
Schonfeld Strategic Advisors
New York
$1.36M
5
UBS AM
5
UBS AM
Illinois
$1.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
176
IFP Advisors
Florida
$5.09K +$5.09K +327 New
TWD
177
True Wealth Design
Ohio
$4.79K +$4.67K +300 +3,750%
EWA
178
EverSource Wealth Advisors
Alabama
$4.78K -$607 -39 -11%
FFO
179
Fortitude Family Office
Arizona
$4.11K +$4.11K +264 New
CAM
180
Costello Asset Management
Pennsylvania
$3.11K – – –
Fifth Third Bancorp
181
Fifth Third Bancorp
Ohio
$2.94K -$11.7K -752 -80%
PWA
182
Physician Wealth Advisors
Utah
$2.1K +$2.1K +135 New
FFA
183
Farther Finance Advisors
California
$2.01K -$1.67K -107 -45%
Bessemer Group
184
Bessemer Group
New Jersey
$2K – – –
NA
185
NewEdge Advisors
Louisiana
$1.81K – – –
RIL
186
Rothschild Investment LLC
Illinois
$1.4K +$156 +10 +13%
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
$1.01K – – –
RA
188
Rise Advisors
New York
$1.01K +$140 +9 +16%
C
189
Covestor
United Kingdom
$1K +$519 +42 +108%
MCM
190
MAI Capital Management
Ohio
$763 +$763 +49 New
CIAM
191
Caitong International Asset Management
Hong Kong
$669 +$653 +42 +4,200%
TPWA
192
Twin Peaks Wealth Advisors
California
$584 +$584 +40 New
PWMG
193
Private Wealth Management Group
New Jersey
$561 -$296 -19 -35%
SWM
194
Spire Wealth Management
Virginia
$560 +$560 +36 New
PFBT
195
Parkside Financial Bank & Trust
Missouri
$545 -$420 -27 -44%
RWM
196
Rialto Wealth Management
New York
$514 +$93 +6 +22%
UB
197
UMB Bank
Missouri
$467 -$4.28K -275 -90%
HNB
198
Huntington National Bank
Ohio
$444 – – –
CT
199
Clearstead Trust
Maine
$218 +$218 +14 New
1832 Asset Management
200
1832 Asset Management
Ontario, Canada
– -$6.55M -350,000 Closed
6 7
8
9 10