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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
CAPTRUST Financial Advisors
326
CAPTRUST Financial Advisors
North Carolina
$4.78M
Bank Julius Baer & Co
327
Bank Julius Baer & Co
Switzerland
$4.73M
M&T Bank
328
M&T Bank
New York
$4.7M
VIM
329
Vinva Investment Management
Australia
$4.63M
CIBC Private Wealth Group
330
CIBC Private Wealth Group
Georgia
$4.56M
ASN
331
Advisory Services Network
Georgia
$4.54M
SA
332
Sanctuary Advisors
Indiana
$4.53M
GIC
333
Generali Investments CEE
Czech Republic
$4.52M
TRSOTSOK
334
Teachers Retirement System of the State of Kentucky
Kentucky
$4.51M
SG Americas Securities
335
SG Americas Securities
New York
$4.5M
FG
336
Fiduciary Group
Georgia
$4.48M
SIA
337
Soltis Investment Advisors
Utah
$4.47M
AF
338
Avanza Fonder
Sweden
$4.47M
OAC
339
OMERS Administration Corp
Ontario, Canada
$4.45M
BCM
340
Brookstone Capital Management
Illinois
$4.43M
NIWA
341
New Insight Wealth Advisors
California
$4.36M
IMCOOI
342
Investment Management Corp of Ontario (IMCO)
Canada
$4.34M
MSU
343
Mizuho Securities USA
New York
$4.3M
AI
344
Atria Investments
North Carolina
$4.29M
MPIM
345
McGinn Penninger Investment Management
Virginia
$4.25M
WC
346
Waterloo Capital
Texas
$4.16M
VVP
347
Venture Visionary Partners
Ohio
$4.16M
AACA
348
American Assets Capital Advisers
California
$4.13M
SA
349
SAM Advisors
California
$4.08M
IIM
350
INTECH Investment Management
Florida
$4.07M