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Simon Property Group

1,184 hedge funds and large institutions have $54.2B invested in Simon Property Group in 2025 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 455 increasing their positions, 400 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

10% more call options, than puts

Call options by funds: $397M | Put options by funds: $361M

0.48% less ownership

Funds ownership: 89.02%88.54% (-0.48%)

1% less funds holding

Funds holding: 1,1951,184 (-11)

Holders
1,184
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$397M
Puts
$361M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
301
Concurrent Investment Advisors
Florida
$6.05M
SSWM
302
Sheets Smith Wealth Management
North Carolina
$6.04M
UBP
303
Union Bancaire Privee
Switzerland
$5.95M
Pacer Advisors
304
Pacer Advisors
Pennsylvania
$5.76M
Wealth Enhancement Advisory Services
305
Wealth Enhancement Advisory Services
Minnesota
$5.73M
IMPI
306
Ilmarinen Mutual Pension Insurance
Finland
$5.65M
Cambridge Investment Research Advisors
307
Cambridge Investment Research Advisors
Iowa
$5.62M
VA
308
Vident Advisory
Georgia
$5.52M
DADC
309
D.A. Davidson & Co
Montana
$5.49M
JPWM
310
Jamison Private Wealth Management
Georgia
$5.45M
TC
311
Truvestments Capital
Florida
$5.42M
VU
312
Vanderbilt University
Tennessee
$5.38M
BPA
313
Beacon Pointe Advisors
California
$5.37M
Jacobs Levy Equity Management
314
Jacobs Levy Equity Management
New Jersey
$5.36M
JVBC
315
J.V. Bruni & Co
Colorado
$5.27M
RWP
316
RWA Wealth Partners
Massachusetts
$5.14M
AIMCA
317
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.12M
CW
318
CreativeOne Wealth
Kansas
$5.04M
CWG
319
Cornerstone Wealth Group
North Carolina
$5.03M
KC
320
Kepler Cheuvreux
$4.98M
TI
321
tru Independence
Oregon
$4.96M
NW
322
Naviter Wealth
Arkansas
$4.95M
TI
323
Tidal Investments
Wisconsin
$4.87M
CGH
324
Crossmark Global Holdings
Texas
$4.84M
CAPTRUST Financial Advisors
325
CAPTRUST Financial Advisors
North Carolina
$4.78M