SAFE

Safehold
SAFE

Overview Fund Activity

199 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, 82 increasing their positions, 56 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
-4
Holders Change %
-1.97%
% of All Funds
2.67%
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
82
Reduced
56
Closed
31
Calls
$3.07M
Puts
$3.36M
Net Calls
-$296K
Net Calls Change
-$1.07M

Top Buyers

1
MMRF
Michelson Medical Research Foundation
California
$4.63M
2
Northern Trust
Northern Trust
Illinois
$13.8M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$17.6M
4
AG
Algert Global
California
$3.19M
5
AQR Capital Management
AQR Capital Management
Connecticut
$4.85M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
2
PE
Point72 Europe
United Kingdom
$0
3
NW
NewEdge Wealth
Pennsylvania
$23.7M
4
SSA
Schonfeld Strategic Advisors
New York
$1.36M
5
UBS AM
UBS AM
Illinois
$1.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$143M +$198K +12,753 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$120M -$1.78M -114,256 -1%
MC
3
MSD Capital
New York
$90M – – –
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$67.9M +$941K +60,454 +1%
State Street
5
State Street
Massachusetts
$43M +$1.61M +102,064 +4%
NW
6
NewEdge Wealth
Pennsylvania
$23.7M -$5.42M -395,861 -19%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$20.9M +$1.03M +65,941 +5%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$17.6M +$2.83M +182,006 +19%
Morgan Stanley
9
Morgan Stanley
New York
$14.6M -$1.1M -70,515 -7%
Northern Trust
10
Northern Trust
Illinois
$13.8M +$4.05M +260,487 +41%
Charles Schwab
11
Charles Schwab
California
$11.2M +$58.9K +3,784 +0.5%
Invesco
12
Invesco
Georgia
$9.65M +$426K +27,395 +5%
Fidelity International
13
Fidelity International
Bermuda
$8.58M -$32.2K -2,068 -0.4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$6.76M +$38.4K +2,470 +0.6%
Legal & General Group
15
Legal & General Group
United Kingdom
$5.19M +$16.9K +1,083 +0.3%
PCM
16
Peregrine Capital Management
Minnesota
$5.04M -$194K -12,467 -4%
AQR Capital Management
17
AQR Capital Management
Connecticut
$4.85M +$1.81M +116,484 +60%
MMRF
18
Michelson Medical Research Foundation
California
$4.63M +$4.63M +297,477 New
Prudential Financial
19
Prudential Financial
New Jersey
$4.6M +$159K +10,226 +4%
ACB
20
Aristotle Capital Boston
Massachusetts
$4.32M -$125K -8,058 -3%
Goldman Sachs
21
Goldman Sachs
New York
$4.23M -$2.52M -162,024 -37%
Principal Financial Group
22
Principal Financial Group
Iowa
$4.22M +$669K +42,991 +19%
SEI Investments
23
SEI Investments
Pennsylvania
$3.58M +$60.3K +3,874 +2%
BIC
24
B&I Capital
Switzerland
$3.52M -$287K -18,420 -8%
MP
25
MSD Partners
New York
$3.46M – – –
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