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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
PVM
476
Palogic Value Management
Texas
$1.69M
GT
477
Greenleaf Trust
Michigan
$1.69M
CIP
478
Convergence Investment Partners
Florida
$1.68M
PL
479
Perpetual Ltd
Australia
$1.68M
OAM
480
Oppenheimer Asset Management
New York
$1.66M
MSA
481
MUFG Securities Americas
New York
$1.65M
CIS
482
Custom Index Systems
New York
$1.62M
AIA
483
Affinity Investment Advisors
California
$1.6M
PS
484
Principal Securities
Iowa
$1.6M
KRSITF
485
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.6M
HI
486
Horizon Investments
North Carolina
$1.6M
GC
487
Guggenheim Capital
Illinois
$1.58M
DF
488
Donoghue Forlines
Massachusetts
$1.56M
CCM
489
Coldstream Capital Management
Washington
$1.56M
LWAM
490
Legacy Wealth Asset Management
Minnesota
$1.55M
IIM
491
InTrack Investment Management
Vermont
$1.55M
SPC
492
Sigma Planning Corp
Michigan
$1.55M
VFA
493
Valeo Financial Advisors
Indiana
$1.54M
MAM
494
Mark Asset Management
New York
$1.52M
WPA
495
Wealth Preservation Advisors
Tennessee
$1.5M
PWM
496
Perigon Wealth Management
California
$1.49M
MFG
497
Merit Financial Group
Georgia
$1.49M
WC
498
Westerkirk Capital
$1.48M
PS
499
Presima Securities
Quebec, Canada
$1.48M
BFC
500
Bedel Financial Consulting
Indiana
$1.47M