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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
PF
951
Prosperitas Financial
California
$280K +$13.3K +228 +5%
MC
952
Machina Capital
France
$279K -$1.59M -27,290 -86%
LA
953
LexAurum Advisors
Kansas
$279K -$6.12K -105 -2%
AGP
954
Aspire Growth Partners
Florida
$278K +$1.57K +27 +0.6%
WRPWM
955
Werba Rubin Papier Wealth Management
California
$278K +$267K +4,575 New
LFA
956
Legacy Financial Advisors
Kentucky
$278K +$266K +4,569 New
ST
957
Somerset Trust
Pennsylvania
$278K +$58 +1 +0%
FZCM
958
Flynn Zito Capital Management
New York
$276K +$466 +8 +0.2%
PSCM
959
Per Stirling Capital Management
Texas
$275K +$1.75K +30 +0.7%
CS
960
Crescent Sterling
Louisiana
$274K +$10.3K +176 +4%
SMC
961
Smith, Moore & Co
Missouri
$274K +$932 +16 +0.4%
RMP
962
Richards, Merrill & Peterson
Washington
$274K +$29.1K +500 +12%
MWM
963
Modera Wealth Management
New Jersey
$272K -$583 -10 -0.2%
PBF
964
Petix & Botte Financial
California
$269K
JTF
965
J. Team Financial
Texas
$269K +$258K +4,425 New
DWT
966
Dorsey & Whitney Trust
South Dakota
$269K +$33.3K +571 +15%
JCM
967
Jacobsen Capital Management
Utah
$269K +$3.61K +62 +1%
BHPW
968
Beverly Hills Private Wealth
California
$269K -$1.4K -24 -0.5%
GC
969
Grimes & Company
Massachusetts
$268K +$6.47K +111 +3%
Luther King Capital Management (LKCM)
970
Luther King Capital Management (LKCM)
Texas
$268K -$26.2K -450 -9%
MHFA
971
Mission Hills Financial Advisory
California
$267K +$256K +4,396 New
TW
972
Trajan Wealth
Arizona
$267K +$256K +4,391 New
TC
973
TownSquare Capital
Utah
$265K -$347K -5,955 -58%
SRL
974
Scientech Research LLC
New Jersey
$265K +$254K +4,360 New
MNBTD
975
Moody National Bank Trust Division
Texas
$265K

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.