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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
MMPW
701
Mitchell McLeod Pugh & Williams
Alabama
$680K -$31.9K -547 -5%
SW
702
SVB Wealth
Massachusetts
$676K -$239K -4,103 -27%
FAFN
703
First Affirmative Financial Network
Colorado
$671K +$77.4K +1,328 +14%
MCM
704
Magnolia Capital Management
New York
$670K
SW
705
SlateStone Wealth
Florida
$668K
MFWP
706
Mosaic Family Wealth Partners
Missouri
$667K +$466 +8 +0.1%
KFS
707
Keynote Financial Services
Connecticut
$666K +$160K +2,755 +34%
ACA
708
Aptus Capital Advisors
Alabama
$659K +$38.7K +664 +7%
Vontobel Holding
709
Vontobel Holding
Switzerland
$658K +$631K +10,832 New
PA
710
Profund Advisors
Maryland
$656K +$7.22K +124 +1%
OWP
711
ORG Wealth Partners
Texas
$654K +$185K +3,181 +42%
ECM
712
Everence Capital Management
Indiana
$652K
CFB
713
Cullen/Frost Bankers
Texas
$651K
SB
714
Strategic Blueprint
Georgia
$648K -$8.97K -154 -1%
FCA
715
FLC Capital Advisors
California
$644K +$45K +772 +8%
SI
716
Saxon Interests
Texas
$642K +$13.1K +225 +2%
SC
717
Summa Corp
Texas
$638K
IB
718
Intrust Bank
Kansas
$633K +$27.1K +465 +5%
KSWWM
719
Keyes Stange & Wooten Wealth Management
Florida
$631K -$2.56K -44 -0.4%
PAG
720
Powers Advisory Group
Illinois
$627K -$11.7K -201 -2%
TFO
721
Tarbox Family Office
California
$623K -$11.7K -201 -2%
NS
722
NBC Securities
Alabama
$621K -$40.4K -693 -6%
CA
723
Crane Advisory
California
$619K -$24.5K -420 -4%
AHB
724
Abner Herrman & Brock
New Jersey
$608K +$583K +10,000 New
FLI
725
Family Legacy Inc
South Carolina
$607K

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.