W.P. Carey
818 hedge funds and large institutions have $10.6B invested in W.P. Carey in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 298 increasing their positions, 281 reducing their positions, and 69 closing their positions.
143% more call options, than puts
Call options by funds: $76.9M | Put options by funds: $31.7M
16% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 69
8% more capital invested
Capital invested by funds: $9.79B → $10.6B (+$808M)
6% more repeat investments, than reductions
Existing positions increased: 298 | Existing positions reduced: 281
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.11% less ownership
Funds ownership: 71.57% → 71.47% (-0.11%)
0% less funds holding
Funds holding: 819 → 818 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$205M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$68.2M |
| 3 |
Barclays
London,
United Kingdom
|
+$43.3M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$33.3M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
+$28.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
-$168M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$51.4M |
| 3 |
GA
GRS Advisors
Chicago,
Illinois
|
-$37.7M |
| 4 |
JP Morgan Chase
New York
|
-$28.1M |
| 5 |
EIC
Equity Investment Corp
Atlanta,
Georgia
|
-$14.7M |
WPC Hedge Fund Activity: Q3 2025 in Review
818 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q3 2025, worth a combined $10.6B — up 8.3% from $9.79B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new WPC positions and 69 closed out — a net gain of 11 holders — while 298 added to existing stakes and 281 trimmed.
The largest buyer was Invesco, adding an estimated $205M. The largest seller was UBS AM, cutting an estimated $168M.
- 818 institutional investors held W.P. Carey (WPC) as of Q3 2025, down from 819 in Q2 2025.
- Funds reported $10.6B of W.P. Carey stock for Q3 2025, up 8.3% quarter-over-quarter.
- 80 funds opened new W.P. Carey positions in Q3 2025 and 69 closed out, a net change of +11 holders.
- The largest W.P. Carey buyer in Q3 2025 was Invesco, an estimated $205M added.
- The largest W.P. Carey seller in Q3 2025 was UBS AM, an estimated $168M sold.
Based on aggregated 13F filings for Q3 2025.