SAFE

Safehold

203 hedge funds and large institutions have $897M invested in Safehold in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 70 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+6
Holders Change %
+3.05%
% of All Funds
2.76%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
35
Increased
70
Reduced
67
Closed
28
Calls
$7.12M
Puts
$6.36M
Net Calls
+$769K
Net Calls Change
-$405K
Name Holding Trade Value Shares
Change
Shares
Change %
SW
176
SVB Wealth
Massachusetts
$4.4K +$4.4K +235 New
BIG
177
Brooklyn Investment Group
New York
$4.38K +$4.34K +232 +11,600%
FFA
178
Farther Finance Advisors
California
$4.33K -$11.1K -603 -72%
LC
179
Lindbrook Capital
California
$4.04K +$4.04K +216 New
CAM
180
Costello Asset Management
Pennsylvania
$3.74K +$3.74K +200 New
HFS
181
Hantz Financial Services
Michigan
$3K +$3K +181 New
RTL
182
Red Tortoise LLC
Georgia
$2.23K +$2.23K +119 New
NA
183
NewEdge Advisors
Louisiana
$2.17K
QL
184
Quarry LP
New York
$2.02K +$2.02K +108 New
Bessemer Group
185
Bessemer Group
New Jersey
$2K -$1.14K -60 -36%
RIL
186
Rothschild Investment LLC
Illinois
$1.5K +$375 +20 +33%
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
$1.22K
PFBT
188
Parkside Financial Bank & Trust
Missouri
$1.16K +$656 +35 +130%
SAM
189
Smartleaf Asset Management
Massachusetts
$1.05K -$24.3K -1,342 -96%
RA
190
Rise Advisors
New York
$1.05K +$1.05K +56 New
PWMG
191
Private Wealth Management Group
New Jersey
$1.03K
CAL
192
Capital Advisors Ltd
Ohio
$1K
C
193
Covestor
United Kingdom
$1K +$846 +33 +550%
HNB
194
Huntington National Bank
Ohio
$532 -$4.18K -228 -89%
HFS
195
Hughes Financial Services
Virginia
$530 +$530 +29 New
RWM
196
Rialto Wealth Management
New York
$506 +$506 +27 New
AssetMark Inc
197
AssetMark Inc
California
$449 +$449 +24 New
SC
198
Stephens Consulting
Michigan
$375 +$375 +20 New
FFA
199
Frazier Financial Advisors
Ohio
$319
CA
200
CoreCap Advisors
Michigan
$281 +$281 +15 New