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Simon Property Group

1,197 hedge funds and large institutions have $54.2B invested in Simon Property Group in 2025 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 458 increasing their positions, 407 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% less funds holding

Funds holding: 1,1991,197 (-2)

0.52% less ownership

Funds ownership: 89.09%88.57% (-0.52%)

Holders
1,197
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
Man Group
301
Man Group
United Kingdom
$6.08M
CIA
302
Concurrent Investment Advisors
Florida
$6.05M
SSWM
303
Sheets Smith Wealth Management
North Carolina
$6.04M
UBP
304
Union Bancaire Privee
Switzerland
$5.95M
Pacer Advisors
305
Pacer Advisors
Pennsylvania
$5.76M
Wealth Enhancement Advisory Services
306
Wealth Enhancement Advisory Services
Minnesota
$5.73M
IMPI
307
Ilmarinen Mutual Pension Insurance
Finland
$5.65M
Cambridge Investment Research Advisors
308
Cambridge Investment Research Advisors
Iowa
$5.62M
VA
309
Vident Advisory
Georgia
$5.52M
DADC
310
D.A. Davidson & Co
Montana
$5.49M
JPWM
311
Jamison Private Wealth Management
Georgia
$5.45M
TC
312
Truvestments Capital
Florida
$5.42M
VU
313
Vanderbilt University
Tennessee
$5.38M
BPA
314
Beacon Pointe Advisors
California
$5.37M
Jacobs Levy Equity Management
315
Jacobs Levy Equity Management
New Jersey
$5.36M
JVBC
316
J.V. Bruni & Co
Colorado
$5.27M
RWP
317
RWA Wealth Partners
Massachusetts
$5.14M
AIMCA
318
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.12M
CW
319
CreativeOne Wealth
Kansas
$5.04M
CWG
320
Cornerstone Wealth Group
North Carolina
$5.03M
KC
321
Kepler Cheuvreux
$4.98M
TI
322
tru Independence
Oregon
$4.96M
NW
323
Naviter Wealth
Arkansas
$4.95M
TI
324
Tidal Investments
Wisconsin
$4.87M
CGH
325
Crossmark Global Holdings
Texas
$4.84M