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Simon Property Group

1,209 hedge funds and large institutions have $46.8B invested in Simon Property Group in 2025 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 505 increasing their positions, 399 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 95

27% more repeat investments, than reductions

Existing positions increased: 505 | Existing positions reduced: 399

1% more funds holding

Funds holding: 1,1961,209 (+13)

7% more call options, than puts

Call options by funds: $341M | Put options by funds: $319M

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

4% less capital invested

Capital invested by funds: $48.9B → $46.8B (-$2.12B)

1.15% less ownership

Funds ownership: 90.34%89.19% (-1.2%)

Holders
1,209
Holders Change
+13
Holders Change %
+1.09%
% of All Funds
15.92%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
124
Increased
505
Reduced
399
Closed
95
Calls
$341M
Puts
$319M
Net Calls
+$23M
Net Calls Change
-$27.2M
Name Holding Trade Value Shares
Change
Change in
Stake
DF
501
Donoghue Forlines
Massachusetts
$1.48M -$2.07M -13,126 -59%
PL
502
Perpetual Ltd
Australia
$1.46M -$288K -1,820 -17%
GT
503
Greenleaf Trust
Michigan
$1.46M -$131K -826 -8%
DILIC
504
Dai-ichi Life Insurance Company
Japan
$1.46M +$436K +2,760 +44%
O
505
Ossiam
France
$1.43M -$400K -2,531 -22%
PVM
506
Palogic Value Management
Texas
$1.42M +$1.42K +9 +0.1%
KRSITF
507
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.41M -$96.4K -610 -6%
CWP
508
CFM Wealth Partners
Texas
$1.4M +$139K +880 +11%
GSEP
509
Golden State Equity Partners
California
$1.39M +$35.9K +227 +3%
AIA
510
Affinity Investment Advisors
California
$1.38M +$23.9K +151 +2%
NWM
511
Nicola Wealth Management
British Columbia, Canada
$1.37M +$1.35M +8,550 New
VFA
512
Valeo Financial Advisors
Indiana
$1.35M -$94.5K -598 -7%
YIH
513
Y-Intercept (HK)
Hong Kong
$1.33M +$1.31M +8,292 New
1C
514
111 Capital
France
$1.32M +$589K +3,726 +84%
NW
515
NewEdge Wealth
Pennsylvania
$1.31M -$107K -675 -8%
MAM
516
Mark Asset Management
New York
$1.3M
HI
517
Horizon Investments
North Carolina
$1.29M +$564K +3,569 +80%
WPA
518
Wealth Preservation Advisors
Tennessee
$1.29M
PS
519
Principal Securities
Iowa
$1.29M +$586K +3,711 +87%
WC
520
Westerkirk Capital
$1.27M +$1.25M +7,900 New
KLCM
521
KG&L Capital Management
Louisiana
$1.27M -$190K -1,200 -13%
QI
522
Qtron Investments
Massachusetts
$1.25M
Envestnet Portfolio Solutions
523
Envestnet Portfolio Solutions
Illinois
$1.24M -$177K -1,118 -13%
AC
524
Allstate Corporation
Illinois
$1.24M -$4.34M -27,445 -78%
Two Sigma Advisers
525
Two Sigma Advisers
New York
$1.24M +$1.22M +7,700 New

SPG Hedge Fund Activity: Q2 2025 in Review

1,209 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q2 2025, worth a combined $46.8B — down 4.3% from $48.9B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new SPG positions and 95 closed out — a net gain of 29 holders — while 505 added to existing stakes and 399 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $262M. The largest seller was UBS AM, cutting an estimated $505M.

  • 1,209 institutional investors held Simon Property Group (SPG) as of Q2 2025, up from 1,196 in Q1 2025.
  • Funds reported $46.8B of Simon Property Group stock for Q2 2025, down 4.3% quarter-over-quarter.
  • 124 funds opened new Simon Property Group positions in Q2 2025 and 95 closed out, a net change of +29 holders.
  • The largest Simon Property Group buyer in Q2 2025 was JP Morgan Chase, an estimated $262M added.
  • The largest Simon Property Group seller in Q2 2025 was UBS AM, an estimated $505M sold.

Based on aggregated 13F filings for Q2 2025.