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Simon Property Group

1,219 hedge funds and large institutions have $54.5B invested in Simon Property Group in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 467 increasing their positions, 413 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more funds holding in top 10

Funds holding in top 10: 1725 (+8)

23% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 104

16% more capital invested

Capital invested by funds: $46.8B → $54.5B (+$7.68B)

13% more repeat investments, than reductions

Existing positions increased: 467 | Existing positions reduced: 413

10% more call options, than puts

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

1% more funds holding

Funds holding: 1,2091,219 (+10)

0.2% less ownership

Funds ownership: 89.19%88.99% (-0.2%)

Holders
1,219
Holders Change
+10
Holders Change %
+0.83%
% of All Funds
16%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.33%
New
128
Increased
467
Reduced
413
Closed
104
Calls
$397M
Puts
$361M
Net Calls
+$35.8M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
301
NewEdge Advisors
Louisiana
$6.2M +$792K +4,589 +16%
Northwestern Mutual Wealth Management
302
Northwestern Mutual Wealth Management
Wisconsin
$6.15M -$29.9K -173 -0.5%
Nordea Investment Management
303
Nordea Investment Management
Sweden
$6.11M +$523K +3,029 +10%
II
304
Inspire Investing
Idaho
$6.09M -$152K -883 -3%
Man Group
305
Man Group
United Kingdom
$6.08M -$529K -3,065 -9%
CIA
306
Concurrent Investment Advisors
Florida
$6.05M -$2M -11,610 -26%
SSWM
307
Sheets Smith Wealth Management
North Carolina
$6.04M -$287K -1,663 -5%
UBP
308
Union Bancaire Privee
Switzerland
$5.95M
Pacer Advisors
309
Pacer Advisors
Pennsylvania
$5.76M +$1.04M +6,026 +24%
Wealth Enhancement Advisory Services
310
Wealth Enhancement Advisory Services
Minnesota
$5.73M +$17.4K +101 +0.3%
IMPI
311
Ilmarinen Mutual Pension Insurance
Finland
$5.65M
Cambridge Investment Research Advisors
312
Cambridge Investment Research Advisors
Iowa
$5.62M -$78K -452 -1%
VA
313
Vident Advisory
Georgia
$5.52M -$469K -2,715 -8%
DADC
314
D.A. Davidson & Co
Montana
$5.49M -$36.6K -212 -0.7%
JPWM
315
Jamison Private Wealth Management
Georgia
$5.45M +$315K +1,825 +7%
TC
316
Truvestments Capital
Florida
$5.42M -$141K -818 -3%
VU
317
Vanderbilt University
Tennessee
$5.38M -$103K -594 -2%
BPA
318
Beacon Pointe Advisors
California
$5.37M -$491K -2,845 -9%
Jacobs Levy Equity Management
319
Jacobs Levy Equity Management
New Jersey
$5.36M +$4.37M +25,311 +778%
JVBC
320
J.V. Bruni & Co
Colorado
$5.27M -$188K -1,089 -4%
RWP
321
RWA Wealth Partners
Massachusetts
$5.14M -$5.93M -34,377 -56%
AIMCA
322
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.12M
CW
323
CreativeOne Wealth
Kansas
$5.04M +$628K +3,636 +16%
CWG
324
Cornerstone Wealth Group
North Carolina
$5.03M +$108K +626 +2%
KC
325
Kepler Cheuvreux
$4.98M +$4.58M +26,537 New

SPG Hedge Fund Activity: Q3 2025 in Review

1,219 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q3 2025, worth a combined $54.5B — up 16% from $46.8B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new SPG positions and 104 closed out — a net gain of 24 holders — while 467 added to existing stakes and 413 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.1B. The largest seller was Cohen & Steers, cutting an estimated $285M.

  • 1,219 institutional investors held Simon Property Group (SPG) as of Q3 2025, up from 1,209 in Q2 2025.
  • Funds reported $54.5B of Simon Property Group stock for Q3 2025, up 16% quarter-over-quarter.
  • 128 funds opened new Simon Property Group positions in Q3 2025 and 104 closed out, a net change of +24 holders.
  • The largest Simon Property Group buyer in Q3 2025 was Wellington Management Group, an estimated $1.1B added.
  • The largest Simon Property Group seller in Q3 2025 was Cohen & Steers, an estimated $285M sold.

Based on aggregated 13F filings for Q3 2025.