We are live on ! Find out more
O icon

Realty Income
O

1,275 hedge funds and large institutions have $40.6B invested in Realty Income in 2025 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 617 increasing their positions, 381 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 617 | Existing positions reduced: 381

43% more call options, than puts

Call options by funds: $408M | Put options by funds: $286M

40% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 96

11% more capital invested

Capital invested by funds: $36.6B → $40.6B (+$3.97B)

7% more funds holding in top 10

Funds holding in top 10: 14 → 15 (+1)

1% more funds holding

Funds holding: 1,262 → 1,275 (+13)

0.16% more ownership

Funds ownership: 78.42% → 78.59% (+0.16%)

Holders
1,275
Holders Change
+13
Holders Change %
+1.03%
% of All Funds
17.1%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
134
Increased
617
Reduced
381
Closed
96
Calls
$408M
Puts
$286M
Net Calls
+$122M
Net Calls Change
+$115M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$293M
2
JP Morgan Chase
JP Morgan Chase
New York
+$224M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$181M
4
Morgan Stanley
Morgan Stanley
New York
+$107M
5
State Street
State Street
Massachusetts
+$80.4M

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
-$203M
2
Cohen & Steers
Cohen & Steers
New York
-$120M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$85.2M
4
Millennium Management
Millennium Management
New York
-$69.9M
5
GA
GRS Advisors
Illinois
-$65.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
926
NWF Advisory Services
California
$260K +$248K +4,476 New
SWM
927
Spire Wealth Management
Virginia
$260K +$26.3K +476 +12%
PSCM
928
Per Stirling Capital Management
Texas
$259K +$248K +4,472 New
ST
929
Somerset Trust
Pennsylvania
$259K +$247K +4,460 New
BHPW
930
Beverly Hills Private Wealth
California
$258K -$2.49K -45 -1%
BA
931
Bridgewater Advisors
New York
$257K +$248K +4,483 New
PBF
932
Petix & Botte Financial
California
$257K – – –
TCM
933
Traynor Capital Management
Pennsylvania
$256K +$15.3K +277 +7%
SG
934
StoneX Group
New York
$255K +$243K +4,397 New
WWM
935
Western Wealth Management
Colorado
$255K +$30.6K +553 +14%
GLA
936
Great Lakes Advisors
Illinois
$254K -$1.33M -23,976 -85%
MWM
937
Modera Wealth Management
New Jersey
$254K -$28.9K -522 -11%
AA
938
Advisory Alpha
Michigan
$252K +$5.81K +105 +2%
JCM
939
Jacobsen Capital Management
Utah
$251K +$14.9K +270 +7%
MWM
940
Mindset Wealth Management
Indiana
$251K +$239K +4,321 New
BI
941
Bolthouse Investments
California
$250K +$239K +4,317 New
CPA
942
Court Place Advisors
Maryland
$249K -$21.6K -390 -8%
PP
943
PDS Planning
Ohio
$248K +$236K +4,269 New
Los Angeles Capital Management
944
Los Angeles Capital Management
California
$245K – – –
PA
945
PFG Advisors
Arizona
$244K +$233K +4,203 New
CAM
946
Campion Asset Management
Virginia
$244K -$58.4K -1,055 -20%
LA
947
LexAurum Advisors
Kansas
$243K +$1.55K +28 +0.7%
GC
948
Grimes & Company
Massachusetts
$242K -$96.2K -1,738 -29%
S
949
Sunpointe
Missouri
$242K +$231K +4,166 New
HA
950
Helium Advisors
Washington
$241K +$5.54K +100 +2%
36 37
38
39 40

O Hedge Fund Activity: Q1 2025 in Review

1,275 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q1 2025, worth a combined $40.6B — up 11% from $36.6B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new O positions and 96 closed out — a net gain of 38 holders — while 617 added to existing stakes and 381 trimmed.

The largest buyer was Bank of America, adding an estimated $293M. The largest seller was Parnassus Investments, cutting an estimated $203M.

  • 1,275 institutional investors held Realty Income (O) as of Q1 2025, up from 1,262 in Q4 2024.
  • Funds reported $40.6B of Realty Income stock for Q1 2025, up 11% quarter-over-quarter.
  • 134 funds opened new Realty Income positions in Q1 2025 and 96 closed out, a net change of +38 holders.
  • The largest Realty Income buyer in Q1 2025 was Bank of America, an estimated $293M added.
  • The largest Realty Income seller in Q1 2025 was Parnassus Investments, an estimated $203M sold.

Based on aggregated 13F filings for Q1 2025.