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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
BlackRock
1
BlackRock
New York
$172M +$2.49M +141,652 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$146M +$1.64M +93,236 +1%
MC
3
MSD Capital
New York
$108M
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$80.6M +$672K +38,272 +0.9%
State Street
5
State Street
Massachusetts
$49.7M -$1.06M -60,455 -2%
NW
6
NewEdge Wealth
Pennsylvania
$39.8M -$3.83M -218,073 -9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$23.9M +$599K +34,108 +3%
Morgan Stanley
8
Morgan Stanley
New York
$18.8M +$648K +36,876 +4%
JP Morgan Chase
9
JP Morgan Chase
New York
$17.8M -$1.78M -101,590 -10%
Charles Schwab
10
Charles Schwab
California
$13.5M +$29.7K +1,689 +0.2%
Northern Trust
11
Northern Trust
Illinois
$11.8M -$7.1K -404 -0.1%
Invesco
12
Invesco
Georgia
$11.1M -$943K -53,666 -8%
Fidelity International
13
Fidelity International
Bermuda
$10.4M +$3.8M +216,550 +64%
Goldman Sachs
14
Goldman Sachs
New York
$8.12M +$268K +15,280 +4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$8.08M -$70.6K -4,020 -0.9%
SSA
16
Schonfeld Strategic Advisors
New York
$7.11M +$6.67M +379,542 New
1832 Asset Management
17
1832 Asset Management
Ontario, Canada
$6.55M +$6.15M +350,000 New
UBS AM
18
UBS AM
Illinois
$6.48M +$147K +8,348 +2%
PCM
19
Peregrine Capital Management
Minnesota
$6.3M +$487K +27,719 +9%
Legal & General Group
20
Legal & General Group
United Kingdom
$6.22M +$108K +6,132 +2%
PE
21
Point72 Europe
United Kingdom
$6.2M +$5.82M +331,226 New
ACB
22
Aristotle Capital Boston
Massachusetts
$5.35M -$1.08M -61,741 -18%
Prudential Financial
23
Prudential Financial
New Jersey
$5.35M -$28.5K -1,620 -0.6%
BIC
24
B&I Capital
Switzerland
$4.58M -$3.04M -173,100 -41%
Principal Financial Group
25
Principal Financial Group
Iowa
$4.27M +$107K +6,083 +3%

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.