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Simon Property Group

1,257 hedge funds and large institutions have $54B invested in Simon Property Group in 2025 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 484 increasing their positions, 411 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0.55% more ownership

Funds ownership: 88.86%89.41% (+0.55%)

1% less capital invested

Capital invested by funds: $54.4B → $54B (-$398M)

35% less call options, than puts

Call options by funds: $289M | Put options by funds: $446M

Holders
1,257
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$289M
Puts
$446M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
351
CAPTRUST Financial Advisors
North Carolina
$4.26M
WC
352
Waterloo Capital
Texas
$4.22M
MPIM
353
McGinn Penninger Investment Management
Virginia
$4.2M
BWM
354
Benson Wealth Management
Tennessee
$4.19M
Carson Wealth (CWM LLC)
355
Carson Wealth (CWM LLC)
Nebraska
$4.16M
LSA
356
L & S Advisors
California
$4.06M
SA
357
SAM Advisors
California
$4.02M
CB
358
Commerce Bank
Missouri
$4.01M
AI
359
Atria Investments
North Carolina
$4.01M
YC
360
Yarbrough Capital
Tennessee
$3.98M
WC
361
Whitney & Co
New York
$3.93M
GM
362
GeoWealth Management
Illinois
$3.9M
PFS
363
Prospera Financial Services
Texas
$3.88M
AF
364
Allworth Financial
California
$3.85M
DF
365
Donoghue Forlines
Massachusetts
$3.85M
JG
366
Jain Global
New York
$3.85M
KRS
367
Kentucky Retirement Systems
Kentucky
$3.77M
DEA
368
DoubleLine ETF Adviser
Florida
$3.75M
BG
369
BDF Gestion
France
$3.71M
PAS
370
Park Avenue Securities
New York
$3.67M
FIA
371
Foundations Investment Advisors
Arizona
$3.64M
YIH
372
Y-Intercept (HK)
Hong Kong
$3.64M
NIWA
373
New Insight Wealth Advisors
California
$3.61M
Verition Fund Management
374
Verition Fund Management
Connecticut
$3.59M
IAN
375
Integrated Advisors Network
Texas
$3.56M