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Simon Property Group

1,196 hedge funds and large institutions have $48.9B invested in Simon Property Group in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 476 increasing their positions, 402 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 91

18% more repeat investments, than reductions

Existing positions increased: 476 | Existing positions reduced: 402

16% more call options, than puts

Call options by funds: $357M | Put options by funds: $307M

1% more funds holding

Funds holding: 1,1901,196 (+6)

0.46% more ownership

Funds ownership: 89.88%90.34% (+0.46%)

3% less capital invested

Capital invested by funds: $50.4B → $48.9B (-$1.5B)

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

Holders
1,196
Holders Change
+6
Holders Change %
+0.5%
% of All Funds
16.04%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.23%
New
111
Increased
476
Reduced
402
Closed
91
Calls
$357M
Puts
$307M
Net Calls
+$50.1M
Net Calls Change
+$94.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
401
CIBC Private Wealth Group
Georgia
$3M +$689K +3,942 +23%
PFS
402
Prospera Financial Services
Texas
$2.96M -$32.3K -185 -1%
DEA
403
DoubleLine ETF Adviser
Florida
$2.95M -$734K -4,201 -19%
EH
404
Equitable Holdings
New York
$2.92M +$195K +1,115 +7%
PIM
405
Plato Investment Management
Australia
$2.9M -$633K -3,621 -17%
Walleye Capital
406
Walleye Capital
New York
$2.86M +$1.17M +6,671 +63%
SOAMC
407
Spirit of America Management Corp
New York
$2.82M -$87.4K -500 -3%
SBIA
408
Sheaff Brock Investment Advisors
Indiana
$2.8M -$46.5K -266 -2%
RAM
409
Redmond Asset Management
Virginia
$2.78M +$71.7K +410 +3%
LSERS
410
Louisiana State Employees Retirement System
Louisiana
$2.74M
SAM
411
Securian Asset Management
Minnesota
$2.69M -$40.6K -232 -1%
TRCT
412
Tower Research Capital (TRC)
New York
$2.64M -$329K -1,882 -12%
MMA
413
Miracle Mile Advisors
California
$2.63M -$72.2K -413 -3%
LWM
414
Lodestone Wealth Management
Washington
$2.62M -$620K -3,547 -18%
KPWS
415
Kestra Private Wealth Services
Texas
$2.61M -$34.6K -198 -1%
AG
416
Algert Global
California
$2.59M -$204K -1,165 -7%
AIMCA
417
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.57M
MSRPS
418
Maryland State Retirement & Pension System
Maryland
$2.51M -$376K -2,151 -12%
CG
419
Caprock Group
Idaho
$2.51M -$340K -1,943 -11%
CL
420
Choreo LLC
Illinois
$2.5M +$932K +5,333 +55%
AWS
421
Atria Wealth Solutions
New York
$2.49M -$441K -2,525 -14%
GCM
422
GKV Capital Management
California
$2.41M +$582K +3,330 +30%
AHC
423
Adell Harriman & Carpenter
Texas
$2.4M -$46.3K -265 -2%
EAM
424
Erste Asset Management
Austria
$2.4M +$87.4K +500 +4%
NMERB
425
New Mexico Educational Retirement Board
New Mexico
$2.37M -$52.4K -300 -2%

SPG Hedge Fund Activity: Q1 2025 in Review

1,196 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q1 2025, worth a combined $48.9B — down 3% from $50.4B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new SPG positions and 91 closed out — a net gain of 20 holders — while 476 added to existing stakes and 402 trimmed.

The largest buyer was Capital World Investors, adding an estimated $860M. The largest seller was Cohen & Steers, cutting an estimated $924M.

  • 1,196 institutional investors held Simon Property Group (SPG) as of Q1 2025, up from 1,190 in Q4 2024.
  • Funds reported $48.9B of Simon Property Group stock for Q1 2025, down 3% quarter-over-quarter.
  • 111 funds opened new Simon Property Group positions in Q1 2025 and 91 closed out, a net change of +20 holders.
  • The largest Simon Property Group buyer in Q1 2025 was Capital World Investors, an estimated $860M added.
  • The largest Simon Property Group seller in Q1 2025 was Cohen & Steers, an estimated $924M sold.

Based on aggregated 13F filings for Q1 2025.