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SAFE

Safehold

216 hedge funds and large institutions have $655M invested in Safehold in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 79 increasing their positions, 67 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 20

18% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 67

4% more funds holding

Funds holding: 208216 (+8)

0.98% more ownership

Funds ownership: 66.4%67.37% (+0.98%)

0% more capital invested

Capital invested by funds: $653M → $655M (+$1.82M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

24% less call options, than puts

Call options by funds: $1.99M | Put options by funds: $2.61M

Holders
216
Holders Change
+8
Holders Change %
+3.85%
% of All Funds
2.66%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
33
Increased
79
Reduced
67
Closed
20
Calls
$1.99M
Puts
$2.61M
Net Calls
-$622K
Net Calls Change
+$3M
Name Holding Trade Value Shares
Change
Change in
Stake
KFAS
201
Keating Financial Advisory Services
Kansas
$501 +$548 +37 New
BIA
202
Bell Investment Advisors
California
$447 +$489 +33 New
SAM
203
Smartleaf Asset Management
Massachusetts
$395 +$104 +7 +32%
CFFP
204
Center for Financial Planning
Michigan
$352
WPA
205
Wealth Preservation Advisors
Tennessee
$325 +$356 +24 New
RFP
206
Root Financial Partners
California
$230 +$252 +17 New
TFA
207
Transamerica Financial Advisors
Florida
$191
GWM
208
Gilpin Wealth Management
Colorado
$176 +$178 +12 +1,200%
PFBT
209
Parkside Financial Bank & Trust
Missouri
$149
SHIM
210
Stone House Investment Management
Pennsylvania
$149 +$163 +11 New
AWM
211
Abound Wealth Management
Tennessee
$136 +$148 +10 New
AW
212
Ankerstar Wealth
Texas
$110 +$44 +3 +60%
SIS
213
Strategic Investment Solutions
Illinois
$54 +$59 +4 New
DF
214
Dunhill Financial
United Kingdom
$39 -$15 -1 -33%
Toronto Dominion Bank
215
Toronto Dominion Bank
Ontario, Canada
$25
HNB
216
Huntington National Bank
Ohio
$8
ECM
217
ExodusPoint Capital Management
New York
-$2.57M -187,539 Closed
AC
218
Addison Capital
Pennsylvania
-$2.46M -179,465 Closed
Millennium Management
219
Millennium Management
New York
-$2.26M -165,446 Closed
Point72 Asset Management
220
Point72 Asset Management
Connecticut
-$1.49M -108,719 Closed
JF
221
Jump Financial
Illinois
-$899K -65,648 Closed
A
222
AlphaQuest
New York
-$720K -52,575 Closed
D.E. Shaw & Co
223
D.E. Shaw & Co
New York
-$513K -37,443 Closed
NAM
224
Nexpoint Asset Management
Texas
-$510K -37,256 Closed
Marshall Wace
225
Marshall Wace
United Kingdom
-$396K -28,961 Closed