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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
TI
326
tru Independence
Oregon
$4.96M +$23.3K +135 +0.5%
NW
327
Naviter Wealth
Arkansas
$4.95M +$226K +1,307 +5%
TI
328
Tidal Investments
Wisconsin
$4.87M +$494K +2,864 +12%
CGH
329
Crossmark Global Holdings
Texas
$4.84M -$541K -3,132 -11%
CAPTRUST Financial Advisors
330
CAPTRUST Financial Advisors
North Carolina
$4.78M +$107K +622 +3%
Bank Julius Baer & Co
331
Bank Julius Baer & Co
Switzerland
$4.73M +$499K +2,891 +13%
M&T Bank
332
M&T Bank
New York
$4.7M -$5.63M -32,600 -57%
VIM
333
Vinva Investment Management
Australia
$4.63M +$1.02M +5,896 +31%
SA
334
Sanctuary Advisors
Indiana
$4.62M -$1.08M -6,271 -20%
CIBC Private Wealth Group
335
CIBC Private Wealth Group
Georgia
$4.56M +$750K +4,343 +22%
ASN
336
Advisory Services Network
Georgia
$4.54M +$269K +1,561 +7%
GIC
337
Generali Investments CEE
Czech Republic
$4.52M
TRSOTSOK
338
Teachers Retirement System of the State of Kentucky
Kentucky
$4.51M
SG Americas Securities
339
SG Americas Securities
New York
$4.5M +$2.45M +14,199 +145%
FG
340
Fiduciary Group
Georgia
$4.48M -$19.2K -111 -0.5%
SIA
341
Soltis Investment Advisors
Utah
$4.47M +$110K +638 +3%
AF
342
Avanza Fonder
Sweden
$4.47M
OAC
343
OMERS Administration Corp
Ontario, Canada
$4.45M -$104K -600 -2%
BCM
344
Brookstone Capital Management
Illinois
$4.43M +$205K +1,189 +5%
NIWA
345
New Insight Wealth Advisors
California
$4.36M -$1.09M -6,303 -21%
IMCOOI
346
Investment Management Corp of Ontario (IMCO)
Canada
$4.34M -$405K -2,344 -9%
MSU
347
Mizuho Securities USA
New York
$4.3M +$445K +2,579 +12%
AI
348
Atria Investments
North Carolina
$4.29M -$301K -1,741 -7%
MPIM
349
McGinn Penninger Investment Management
Virginia
$4.25M -$1.29M -7,501 -25%
WC
350
Waterloo Capital
Texas
$4.16M +$161K +930 +4%