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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
CCMW
1176
Cypress Capital Management (Wyoming)
Wyoming
$37K
OAJ
1177
Ogorek Anthony Joseph
New York
$37K +$10.3K +177 +40%
BGAI
1178
Bruce G. Allen Investments
Colorado
$35.5K
AIC
1179
Archer Investment Corporation
Indiana
$35.4K +$408 +7 +1%
MLA
1180
MB, Levis & Associates
Pennsylvania
$34.2K +$233 +4 +0.7%
DJSG
1181
D.J. St. Germain
Massachusetts
$34K -$11.5K -198 -26%
HFS
1182
Hopwood Financial Services
Virginia
$33.4K
HI
1183
Hoey Investments
Pennsylvania
$33.1K
AW
1184
Avion Wealth
Texas
$33K +$1.05K +18 +3%
AG
1185
AmeriFlex Group
Nevada
$32.1K +$12.5K +215 +69%
CCMI
1186
Creative Capital Management Investments
California
$31.9K
PWAM
1187
Private Wealth Asset Management
Iowa
$31.6K -$15.4K -265 -34%
IRAG
1188
Investment Research & Advisory Group
Georgia
$31.4K
RA
1189
Rise Advisors
New York
$30.9K +$1.46K +25 +5%
MSG
1190
Main Street Group
Virginia
$30.4K -$58.8K -1,009 -67%
SFCL
1191
Strengthening Families & Communities LLC
Massachusetts
$30.2K +$24.6K +422 +586%
CIA
1192
Cape Investment Advisory
Georgia
$30K -$344K -5,898 -92%
BIA
1193
Bell Investment Advisors
California
$29.3K -$58 -1 -0.2%
MSFP
1194
Mark Sheptoff Financial Planning
Connecticut
$29.1K
HWA
1195
Heartwood Wealth Advisors
Virginia
$29K +$27.8K +477 New
TIM
1196
Tortoise Investment Management
New York
$28.1K +$1.17K +20 +5%
ST
1197
Smithfield Trust
Pennsylvania
$27K -$7.28K -125 -22%
SC
1198
Stance Capital
Massachusetts
$26.8K +$25.7K +441 New
CLOS
1199
Compagnie Lombard Odier SCmA
Switzerland
$26.1K
FNWA
1200
Financial Network Wealth Advisors
Utah
$25K

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.