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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
BlackRock
1
BlackRock
New York
$147M +$4.58M +296,658 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$118M -$1.62M -104,633 -1%
MC
3
MSD Capital
New York
$89.6M
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$65.5M -$2.16M -139,592 -3%
State Street
5
State Street
Massachusetts
$42.1M -$699K -45,245 -2%
JP Morgan Chase
6
JP Morgan Chase
New York
$21.9M +$4.32M +279,664 +25%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$20.9M +$116K +7,489 +0.6%
NW
8
NewEdge Wealth
Pennsylvania
$18.1M -$7.31M -473,226 -27%
Morgan Stanley
9
Morgan Stanley
New York
$14.4M -$124K -8,007 -0.9%
Northern Trust
10
Northern Trust
Illinois
$14M +$195K +12,653 +1%
Charles Schwab
11
Charles Schwab
California
$11.4M +$231K +14,926 +2%
Invesco
12
Invesco
Georgia
$9.6M -$3.72K -241 -0%
AQR Capital Management
13
AQR Capital Management
Connecticut
$8.72M +$3.87M +250,825 +80%
AG
14
Algert Global
California
$7.53M +$4.35M +281,478 +137%
Goldman Sachs
15
Goldman Sachs
New York
$7.46M +$3.24M +209,923 +77%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$6.15M -$575K -37,191 -9%
PCM
17
Peregrine Capital Management
Minnesota
$5.01M -$15K -968 -0.3%
Legal & General Group
18
Legal & General Group
United Kingdom
$4.9M -$266K -17,213 -5%
MMRF
19
Michelson Medical Research Foundation
California
$4.61M
Prudential Financial
20
Prudential Financial
New Jersey
$4.48M -$103K -6,675 -2%
ACB
21
Aristotle Capital Boston
Massachusetts
$4.21M -$93.9K -6,079 -2%
Principal Financial Group
22
Principal Financial Group
Iowa
$4.09M -$108K -6,978 -3%
Millennium Management
23
Millennium Management
New York
$3.68M +$3.29M +213,244 +884%
State of New Jersey Common Pension Fund D
24
State of New Jersey Common Pension Fund D
New Jersey
$3.47M +$154K +10,000 +5%
MP
25
MSD Partners
New York
$3.45M

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.