SAFE

Safehold

204 hedge funds and large institutions have $897M invested in Safehold in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 70 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.12M
Puts
$6.36M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
176
Allworth Financial
California
$4.64K
SW
177
SVB Wealth
Massachusetts
$4.4K
BIG
178
Brooklyn Investment Group
New York
$4.38K
FFA
179
Farther Finance Advisors
California
$4.33K
LC
180
Lindbrook Capital
California
$4.04K
CAM
181
Costello Asset Management
Pennsylvania
$3.74K
HFS
182
Hantz Financial Services
Michigan
$3K
RTL
183
Red Tortoise LLC
Georgia
$2.23K
NA
184
NewEdge Advisors
Louisiana
$2.17K
QL
185
Quarry LP
New York
$2.02K
Bessemer Group
186
Bessemer Group
New Jersey
$2K
RIL
187
Rothschild Investment LLC
Illinois
$1.5K
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$1.22K
PFBT
189
Parkside Financial Bank & Trust
Missouri
$1.16K
SAM
190
Smartleaf Asset Management
Massachusetts
$1.05K
RA
191
Rise Advisors
New York
$1.05K
PWMG
192
Private Wealth Management Group
New Jersey
$1.03K
CAL
193
Capital Advisors Ltd
Ohio
$1K
C
194
Covestor
United Kingdom
$1K
HNB
195
Huntington National Bank
Ohio
$532
HFS
196
Hughes Financial Services
Virginia
$530
RWM
197
Rialto Wealth Management
New York
$506
AssetMark Inc
198
AssetMark Inc
California
$449
SC
199
Stephens Consulting
Michigan
$375
FFA
200
Frazier Financial Advisors
Ohio
$319