We are live on ! Find out more
SAFE

Safehold

208 hedge funds and large institutions have $653M invested in Safehold in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 66 increasing their positions, 81 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

3% more funds holding

Funds holding: 201208 (+7)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.34% less ownership

Funds ownership: 66.74%66.4% (-0.34%)

12% less capital invested

Capital invested by funds: $741M → $653M (-$88.1M)

19% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 81

64% less call options, than puts

Call options by funds: $2.06M | Put options by funds: $5.68M

Holders
208
Holders Change
+7
Holders Change %
+3.48%
% of All Funds
2.53%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
34
Increased
66
Reduced
81
Closed
24
Calls
$2.06M
Puts
$5.68M
Net Calls
-$3.63M
Net Calls Change
-$5.86M
Name Holding Trade Value Shares
Change
Change in
Stake
SL
176
Salomon & Ludwin
Virginia
$4.74K +$185 +13 +4%
TWD
177
True Wealth Design
Ohio
$4.56K +$1.85K +130 +64%
EWA
178
EverSource Wealth Advisors
Alabama
$4.38K -$1.78K -125 -28%
AF
179
Allworth Financial
California
$4.22K -$2.35K -165 -35%
AAP
180
Arax Advisory Partners
Colorado
$3.77K -$132K -9,307 -97%
RIL
181
Rothschild Investment LLC
Illinois
$3.53K -$426 -30 -10%
LFG
182
Larson Financial Group
Missouri
$3.33K +$2.87K +202 +493%
FC
183
Financial Consulate
Maryland
$3.23K -$412 -29 -11%
CAM
184
Costello Asset Management
Pennsylvania
$2.74K
FFO
185
Fortitude Family Office
Arizona
$2.71K +$2.81K +198 New
MPWT
186
MassMutual Private Wealth & Trust
Connecticut
$2.18K -$2.29K -161 -50%
NA
187
NewEdge Advisors
Louisiana
$1.45K -$142 -10 -9%
C
188
Covestor
United Kingdom
$1K -$512 -36 -30%
Northwestern Mutual Wealth Management
189
Northwestern Mutual Wealth Management
Wisconsin
$890
PWPS
190
Pinnacle Wealth Planning Services
Ohio
$862 +$895 +63 New
SS
191
Sunbelt Securities
Texas
$808 +$369 +26 +79%
UB
192
UMB Bank
Missouri
$767 -$1.51K -106 -65%
IA
193
IFP Advisors
Florida
$657 -$3.34K -235 -83%
GRP
194
Global Retirement Partners
California
$630 +$654 +46 New
NSIM
195
North Star Investment Management
Illinois
$493 +$512 +36 New
CFFP
196
Center for Financial Planning
Michigan
$356 +$369 +26 New
B
197
Bayban
Minnesota
$315 +$327 +23 New
SAM
198
Smartleaf Asset Management
Massachusetts
$299
TFA
199
Transamerica Financial Advisors
Florida
$194 -$512 -36 -72%
Rockefeller Capital Management
200
Rockefeller Capital Management
New York
$151 -$2.66K -187 -94%