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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
KLCM
501
KG&L Capital Management
Louisiana
$1.51M -$281K -1,605 -15%
RWM
502
Ritholtz Wealth Management
New York
$1.5M -$354K -2,026 -18%
VFA
503
Valeo Financial Advisors
Indiana
$1.5M +$132K +758 +9%
SPC
504
Sigma Planning Corp
Michigan
$1.48M +$533K +3,047 +52%
Envestnet Portfolio Solutions
505
Envestnet Portfolio Solutions
Illinois
$1.47M -$598K -3,422 -28%
PVM
506
Palogic Value Management
Texas
$1.46M +$112K +641 +8%
AWM
507
Apollon Wealth Management
South Carolina
$1.44M -$9.44K -54 -0.6%
SW
508
SteelPeak Wealth
California
$1.42M -$102K -582 -6%
NW
509
NewEdge Wealth
Pennsylvania
$1.42M -$192K -1,101 -11%
AIA
510
Affinity Investment Advisors
California
$1.4M -$119K -679 -7%
GSEP
511
Golden State Equity Partners
California
$1.39M +$519K +2,971 +55%
MAM
512
Mark Asset Management
New York
$1.34M +$1.41M +8,095 New
GWMR
513
GC Wealth Management RIA
Massachusetts
$1.33M +$105K +603 +8%
WPA
514
Wealth Preservation Advisors
Tennessee
$1.33M +$1.4M +8,002 New
IWC
515
Integrated Wealth Concepts
Massachusetts
$1.32M -$447K -2,555 -24%
MYAM
516
Meiji Yasuda Asset Management
Japan
$1.32M +$3.32K +19 +0.2%
OL
517
one8zero8 LLC
North Carolina
$1.31M -$174K -994 -11%
CWP
518
CFM Wealth Partners
Texas
$1.3M +$96K +549 +8%
FRA
519
Frank Rimerman Advisors
California
$1.3M -$36K -206 -3%
QI
520
Qtron Investments
Massachusetts
$1.3M
CWIG
521
Chung Wu Investment Group
Texas
$1.29M
VAS
522
Vestmark Advisory Solutions
Massachusetts
$1.29M +$477K +2,729 +54%
RA
523
RFG Advisory
Alabama
$1.27M +$1.34M +7,675 New
PP
524
Prudential plc
United Kingdom
$1.27M
Assenagon Asset Management
525
Assenagon Asset Management
Luxembourg
$1.26M -$2.8K -16 -0.2%

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.