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SAFE

Safehold

200 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, 83 increasing their positions, 56 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

48% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 56

9% less call options, than puts

Call options by funds: $3.07M | Put options by funds: $3.36M

9% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 32

1.3% less ownership

Funds ownership: 67.12%65.82% (-1.3%)

2% less funds holding

Funds holding: 204200 (-4)

19% less capital invested

Capital invested by funds: $898M → $732M (-$166M)

Holders
200
Holders Change
-4
Holders Change %
-1.96%
% of All Funds
2.63%
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
83
Reduced
56
Closed
32
Calls
$3.07M
Puts
$3.36M
Net Calls
-$296K
Net Calls Change
-$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
176
Parallel Advisors
California
$5.18K -$9.74K -627 -65%
IA
177
IFP Advisors
Florida
$5.09K +$5.08K +327 New
TWD
178
True Wealth Design
Ohio
$4.79K +$4.66K +300 +3,750%
EWA
179
EverSource Wealth Advisors
Alabama
$4.78K -$606 -39 -11%
FFO
180
Fortitude Family Office
Arizona
$4.11K +$4.1K +264 New
CAM
181
Costello Asset Management
Pennsylvania
$3.11K
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$2.94K -$11.7K -752 -80%
PWA
183
Physician Wealth Advisors
Utah
$2.1K +$2.1K +135 New
FFA
184
Farther Finance Advisors
California
$2.01K -$1.66K -107 -45%
Bessemer Group
185
Bessemer Group
New Jersey
$2K
NA
186
NewEdge Advisors
Louisiana
$1.8K
RIL
187
Rothschild Investment LLC
Illinois
$1.4K +$155 +10 +13%
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$1.01K
RA
189
Rise Advisors
New York
$1.01K +$140 +9 +16%
C
190
Covestor
United Kingdom
$1K +$652 +42 +108%
MCM
191
MAI Capital Management
Ohio
$763 +$761 +49 New
CIAM
192
Caitong International Asset Management
Hong Kong
$669 +$652 +42 +4,200%
TPWA
193
Twin Peaks Wealth Advisors
California
$584 +$621 +40 New
PWMG
194
Private Wealth Management Group
New Jersey
$561 -$295 -19 -35%
SWM
195
Spire Wealth Management
Virginia
$560 +$559 +36 New
PFBT
196
Parkside Financial Bank & Trust
Missouri
$545 -$419 -27 -44%
RWM
197
Rialto Wealth Management
New York
$514 +$93 +6 +22%
UB
198
UMB Bank
Missouri
$467 -$4.27K -275 -90%
HNB
199
Huntington National Bank
Ohio
$444
CT
200
Clearstead Trust
Maine
$218 +$217 +14 New

SAFE Hedge Fund Activity: Q2 2025 in Review

200 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Safehold (SAFE) for Q2 2025, worth a combined $732M — down 19% from $898M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of SAFE and 29 opened new positions — a net loss of 3 holders — while 56 trimmed existing stakes and 83 added.

The largest buyer was Michelson Medical Research Foundation, opening a new position worth an estimated $4.62M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $6.55M sold.

  • 200 institutional investors held Safehold (SAFE) as of Q2 2025, down from 204 in Q1 2025.
  • Funds reported $732M of Safehold stock for Q2 2025, down 19% quarter-over-quarter.
  • 29 funds opened new Safehold positions in Q2 2025 and 32 closed out, a net change of -3 holders.
  • The largest Safehold buyer in Q2 2025 was Michelson Medical Research Foundation, an estimated $4.62M added.
  • The largest Safehold seller in Q2 2025 was 1832 Asset Management, an estimated $6.55M sold.

Based on aggregated 13F filings for Q2 2025.