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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
SWGC
1376
Summit Wealth Group (Colorado)
Colorado
-$233K -4,037 Closed
GI
1377
Gradient Investments
Minnesota
-$229K -3,978 Closed
FIM
1378
Freedom Investment Management
Connecticut
-$224K -3,893 Closed
LCM
1379
Landscape Capital Management
New Jersey
-$223K -3,876 Closed
AC
1380
Avestar Capital
New York
-$222K -3,858 Closed
BCM
1381
Bayesian Capital Management
New York
-$212K -3,682 Closed
SFSG
1382
Sound Financial Strategies Group
Mississippi
-$211K -3,663 Closed
CFG
1383
Cooper Financial Group
California
-$211K -3,661 Closed
AWM
1384
Axxcess Wealth Management
California
-$210K -3,652 Closed
CRI
1385
Colonial River Investments
Virginia
-$208K -3,652 Closed
FNBOO
1386
First National Bank of Omaha
Nebraska
-$208K -3,612 Closed
P
1387
Pitcairn
Pennsylvania
-$203K -3,525 Closed
RI
1388
Ridgewood Investments
New Jersey
-$171K -2,963 Closed
WTFG
1389
Wood Tarver Financial Group
Idaho
-$128K -2,233 Closed
BCMLT
1390
Beacon Capital Management LLC (Tennessee)
Tennessee
-$82.1K -1,425 Closed
T
1391
Transce3nd
Texas
-$67.2K -1,167 Closed
TIM
1392
Total Investment Management
Arizona
-$65.1K -1,129 Closed
NB
1393
NBT Bank
New York
-$61.7K -1,071 Closed
QL
1394
Quarry LP
New York
-$54.3K -943 Closed
FFA
1395
Frazier Financial Advisors
Ohio
-$51.2K -888 Closed
KWM
1396
Kiker Wealth Management
Georgia
-$48.6K -844 Closed
Lazard Asset Management
1397
Lazard Asset Management
New York
-$45K -791 Closed
VWA
1398
VSM Wealth Advisory
Maryland
-$43.4K -753 Closed
QT
1399
Quantbot Technologies
New York
-$38.7K -672 Closed
1L
1400
10Elms LLP
Oklahoma
-$38.4K -667 Closed

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.