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SAFE

Safehold

204 hedge funds and large institutions have $898M invested in Safehold in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 68 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 27

12% more call options, than puts

Call options by funds: $7.12M | Put options by funds: $6.36M

4% more funds holding

Funds holding: 197204 (+7)

4% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 68

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $919M → $898M (-$20.4M)

2.44% less ownership

Funds ownership: 69.55%67.12% (-2.4%)

Holders
204
Holders Change
+7
Holders Change %
+3.55%
% of All Funds
2.73%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
71
Reduced
68
Closed
27
Calls
$7.12M
Puts
$6.36M
Net Calls
+$769K
Net Calls Change
-$405K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
176
Allworth Financial
California
$4.64K +$4.23K +241 +395%
SW
177
SVB Wealth
Massachusetts
$4.4K +$4.13K +235 New
BIG
178
Brooklyn Investment Group
New York
$4.38K +$4.08K +232 +11,600%
FFA
179
Farther Finance Advisors
California
$4.33K -$10.6K -603 -72%
LC
180
Lindbrook Capital
California
$4.04K +$3.79K +216 New
CAM
181
Costello Asset Management
Pennsylvania
$3.74K +$3.51K +200 New
HFS
182
Hantz Financial Services
Michigan
$3K +$3.18K +181 New
RTL
183
Red Tortoise LLC
Georgia
$2.23K +$2.09K +119 New
NA
184
NewEdge Advisors
Louisiana
$2.17K
QL
185
Quarry LP
New York
$2.02K +$1.9K +108 New
Bessemer Group
186
Bessemer Group
New Jersey
$2K -$1.05K -60 -36%
RIL
187
Rothschild Investment LLC
Illinois
$1.5K +$351 +20 +33%
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$1.22K
PFBT
189
Parkside Financial Bank & Trust
Missouri
$1.16K +$615 +35 +130%
SAM
190
Smartleaf Asset Management
Massachusetts
$1.05K -$23.6K -1,342 -96%
RA
191
Rise Advisors
New York
$1.05K +$984 +56 New
PWMG
192
Private Wealth Management Group
New Jersey
$1.03K
CAL
193
Capital Advisors Ltd
Ohio
$1K
C
194
Covestor
United Kingdom
$1K +$580 +33 +550%
HNB
195
Huntington National Bank
Ohio
$532 -$4K -228 -89%
HFS
196
Hughes Financial Services
Virginia
$530 +$509 +29 New
RWM
197
Rialto Wealth Management
New York
$506 +$474 +27 New
AssetMark Inc
198
AssetMark Inc
California
$449 +$422 +24 New
SC
199
Stephens Consulting
Michigan
$375 +$351 +20 New
FFA
200
Frazier Financial Advisors
Ohio
$319

SAFE Hedge Fund Activity: Q1 2025 in Review

204 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Safehold (SAFE) for Q1 2025, worth a combined $898M — down 2.2% from $919M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new SAFE positions and 27 closed out — a net gain of 7 holders — while 71 added to existing stakes and 68 trimmed.

The largest buyer was Schonfeld Strategic Advisors, opening a new position worth an estimated $6.67M. The largest seller was American Century Companies, exiting entirely with an estimated $28M sold.

  • 204 institutional investors held Safehold (SAFE) as of Q1 2025, up from 197 in Q4 2024.
  • Funds reported $898M of Safehold stock for Q1 2025, down 2.2% quarter-over-quarter.
  • 34 funds opened new Safehold positions in Q1 2025 and 27 closed out, a net change of +7 holders.
  • The largest Safehold buyer in Q1 2025 was Schonfeld Strategic Advisors, an estimated $6.67M added.
  • The largest Safehold seller in Q1 2025 was American Century Companies, an estimated $28M sold.

Based on aggregated 13F filings for Q1 2025.