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SAFE

Safehold

201 hedge funds and large institutions have $741M invested in Safehold in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 79 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $4.78M | Put options by funds: $2.55M

10% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 72

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

1% more capital invested

Capital invested by funds: $732M → $741M (+$9.06M)

0.93% more ownership

Funds ownership: 65.82%66.74% (+0.93%)

1% more funds holding

Funds holding: 200201 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
201
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
2.64%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
22
Increased
79
Reduced
72
Closed
21
Calls
$4.78M
Puts
$2.55M
Net Calls
+$2.23M
Net Calls Change
+$2.53M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
176
Parallel Advisors
California
$4.34K -$819 -53 -16%
FC
177
Financial Consulate
Maryland
$4.11K +$4.09K +265 New
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$3.95K +$1.02K +66 +35%
TWD
179
True Wealth Design
Ohio
$3.15K -$1.62K -105 -34%
CAM
180
Costello Asset Management
Pennsylvania
$3.1K
Rockefeller Capital Management
181
Rockefeller Capital Management
New York
$3.07K +$3.06K +198 New
UB
182
UMB Bank
Missouri
$2.51K +$2.04K +132 +440%
PWA
183
Physician Wealth Advisors
Utah
$2.09K
C
184
Covestor
United Kingdom
$2K +$618 +40 +49%
WSFS
185
Wilmington Savings Fund Society
Delaware
$1.83K +$1.82K +118 New
NA
186
NewEdge Advisors
Louisiana
$1.8K
WANY
187
Wealthspire Advisors (New York)
New York
$1.67K +$1.67K +108 New
Optiver Holding
188
Optiver Holding
Netherlands
$1.43K +$1.42K +92 New
Northwestern Mutual Wealth Management
189
Northwestern Mutual Wealth Management
Wisconsin
$1.01K
TFA
190
Transamerica Financial Advisors
Florida
$783 +$772 +50 New
VWM
191
Vermillion Wealth Management
Minnesota
$713 +$711 +46 New
CIAM
192
Caitong International Asset Management
Hong Kong
$651 -$15 -1 -2%
LFG
193
Larson Financial Group
Missouri
$635 -$8.27K -535 -93%
PWMG
194
Private Wealth Management Group
New Jersey
$558
RWM
195
Rialto Wealth Management
New York
$558 +$46 +3 +9%
PFBT
196
Parkside Financial Bank & Trust
Missouri
$543
SS
197
Sunbelt Securities
Texas
$511 +$510 +33 New
SAM
198
Smartleaf Asset Management
Massachusetts
$342 +$340 +22 New
CT
199
Clearstead Trust
Maine
$217
HNB
200
Huntington National Bank
Ohio
$8 -$433 -28 -97%

SAFE Hedge Fund Activity: Q3 2025 in Review

201 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Safehold (SAFE) for Q3 2025, worth a combined $741M — up 1.2% from $732M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SAFE positions and 21 closed out — a net gain of 1 holder — while 79 added to existing stakes and 72 trimmed.

The largest buyer was BlackRock, adding an estimated $4.58M. The largest seller was Fidelity International, exiting entirely with an estimated $8.58M sold.

  • 201 institutional investors held Safehold (SAFE) as of Q3 2025, up from 200 in Q2 2025.
  • Funds reported $741M of Safehold stock for Q3 2025, up 1.2% quarter-over-quarter.
  • 22 funds opened new Safehold positions in Q3 2025 and 21 closed out, a net change of +1 holder.
  • The largest Safehold buyer in Q3 2025 was BlackRock, an estimated $4.58M added.
  • The largest Safehold seller in Q3 2025 was Fidelity International, an estimated $8.58M sold.

Based on aggregated 13F filings for Q3 2025.