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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
Carson Wealth (CWM LLC)
476
Carson Wealth (CWM LLC)
Nebraska
$1.74M +$131K +748 +8%
ECM
477
Everence Capital Management
Indiana
$1.71M
MM
478
Morangie Management
Florida
$1.71M +$256K +1,462 +17%
IGAM
479
iA Global Asset Management
Quebec, Canada
$1.69M -$38.8K -222 -2%
HWAM
480
Hennion & Walsh Asset Management
New Jersey
$1.68M +$314K +1,797 +22%
BWM
481
BCGM Wealth Management
Indiana
$1.66M -$6.99K -40 -0.4%
MAM
482
Mystic Asset Management
Rhode Island
$1.65M +$874 +5 +0.1%
GT
483
Greenleaf Trust
Michigan
$1.64M -$6.12K -35 -0.4%
PVI
484
Pine Valley Investments
New Jersey
$1.64M -$36.7K -210 -2%
HPG
485
Harvest Portfolios Group
Ontario, Canada
$1.64M +$300K +1,718 +21%
NMIMC
486
Northwestern Mutual Investment Management Company
Wisconsin
$1.62M +$2.8K +16 +0.2%
SCP
487
Stamos Capital Partners
California
$1.61M -$361K -2,066 -18%
TMAM
488
Tokio Marine Asset Management
Japan
$1.61M +$39.2K +224 +2%
MAS
489
Meeder Advisory Services
Ohio
$1.61M -$80.6K -461 -5%
DC
490
Davenport & Co
Virginia
$1.6M +$1.26M +7,209 +297%
AssetMark Inc
491
AssetMark Inc
California
$1.6M +$191K +1,091 +13%
JSSH
492
J. Safra Sarasin Holding
$1.57M -$228K -1,307 -12%
KRSITF
493
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.56M -$277K -1,582 -14%
JF
494
Jump Financial
Illinois
$1.56M +$1.04M +5,943 +173%
JWM
495
Jeppson Wealth Management
California
$1.54M -$66.2K -379 -4%
SFS
496
Sowell Financial Services
Arkansas
$1.54M +$1.62M +9,286 New
PCM
497
Penserra Capital Management
California
$1.54M +$96.3K +551 +6%
BMSSC
498
B. Metzler seel. Sohn & Co
Germany
$1.54M -$27.3K -156 -2%
CCM
499
Cullen Capital Management
New York
$1.53M +$49.8K +285 +3%
QC
500
Quadrature Capital
United Kingdom
$1.52M +$1.6M +9,173 New

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.