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Realty Income

1,336 hedge funds and large institutions have $43.1B invested in Realty Income in 2025 Q3 according to their latest regulatory filings, with 158 funds opening new positions, 641 increasing their positions, 369 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 85

74% more repeat investments, than reductions

Existing positions increased: 641 | Existing positions reduced: 369

44% more call options, than puts

Call options by funds: $455M | Put options by funds: $316M

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

4% more funds holding

Funds holding: 1,2831,336 (+53)

2% more capital invested

Capital invested by funds: $42.2B → $43.1B (+$928M)

1.48% less ownership

Funds ownership: 78.99%77.51% (-1.5%)

Holders
1,336
Holders Change
+53
Holders Change %
+4.13%
% of All Funds
17.53%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
158
Increased
641
Reduced
369
Closed
85
Calls
$455M
Puts
$316M
Net Calls
+$139M
Net Calls Change
-$48.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ACI
626
Alpha Cubed Investments
California
$952K +$50.5K +867 +6%
TAFW
627
Tred Avon Family Wealth
Maryland
$948K +$909K +15,601 New
ICA
628
Infrastructure Capital Advisors
New York
$939K +$72.2K +1,240 +8%
GFM
629
GF Fund Management
China
$933K -$22.4K -384 -2%
HSA
630
HBK Sorce Advisory
Pennsylvania
$926K +$11.4K +195 +1%
RYIA
631
Roehl & Yi Investment Advisors
Oregon
$923K -$29.9K -513 -3%
LNWWM
632
Laird Norton Wetherby Wealth Management
California
$920K -$79.7K -1,368 -8%
KCM
633
Kornitzer Capital Management
Kansas
$914K
FNT
634
First National Trust
Pennsylvania
$908K -$1.75K -30 -0.2%
CPIG
635
Chicago Partners Investment Group
Illinois
$906K +$69.8K +1,198 +8%
CIA
636
Compass Ion Advisors
Pennsylvania
$903K -$10.6K -182 -1%
SI
637
Stephens Inc
Arkansas
$900K -$60.4K -1,036 -7%
CSIC
638
Clifford Swan Investment Counsel
California
$900K +$31.2K +535 +4%
SAW
639
Signal Advisors Wealth
Michigan
$900K +$862K +14,801 New
DWM
640
Denver Wealth Management
Colorado
$893K +$9.38K +161 +1%
AFM
641
Armstrong Fleming & Moore
District of Columbia
$893K -$50.3K -864 -6%
PCM
642
Polymer Capital Management
New York
$889K +$852K +14,622 New
CAM
643
CenterStar Asset Management
Illinois
$888K +$851K +14,610 New
FFN
644
Focus Financial Network
Minnesota
$885K +$66.3K +1,138 +8%
HIA
645
Harbor Investment Advisory
Maryland
$884K +$4.02K +69 +0.5%
TE
646
Tema ETFs
New York
$878K +$842K +14,447 New
PFS
647
Prospera Financial Services
Texas
$876K -$23.9K -410 -3%
RBA
648
Richard Bernstein Advisors
New York
$873K -$1.05M -18,044 -56%
BCM
649
BluePath Capital Management
Georgia
$868K +$209K +3,586 +34%
MAS
650
Meeder Advisory Services
Ohio
$866K +$29.6K +508 +4%

O Hedge Fund Activity: Q3 2025 in Review

1,336 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q3 2025, worth a combined $43.1B — up 2.2% from $42.2B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new O positions and 85 closed out — a net gain of 73 holders — while 641 added to existing stakes and 369 trimmed.

The largest buyer was BlackRock, adding an estimated $392M. The largest seller was UBS AM, cutting an estimated $554M.

  • 1,336 institutional investors held Realty Income (O) as of Q3 2025, up from 1,283 in Q2 2025.
  • Funds reported $43.1B of Realty Income stock for Q3 2025, up 2.2% quarter-over-quarter.
  • 158 funds opened new Realty Income positions in Q3 2025 and 85 closed out, a net change of +73 holders.
  • The largest Realty Income buyer in Q3 2025 was BlackRock, an estimated $392M added.
  • The largest Realty Income seller in Q3 2025 was UBS AM, an estimated $554M sold.

Based on aggregated 13F filings for Q3 2025.