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Simon Property Group

1,259 hedge funds and large institutions have $54B invested in Simon Property Group in 2025 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 484 increasing their positions, 411 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0.55% more ownership

Funds ownership: 88.86%89.41% (+0.55%)

1% less capital invested

Capital invested by funds: $54.4B → $54B (-$397M)

35% less call options, than puts

Call options by funds: $289M | Put options by funds: $446M

Holders
1,259
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$289M
Puts
$446M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FRM
501
Fox Run Management
Connecticut
$1.61M
SW
502
SteelPeak Wealth
California
$1.61M
IIM
503
InTrack Investment Management
Vermont
$1.6M
CIP
504
Convergence Investment Partners
Florida
$1.59M
KRSITF
505
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.58M
VFA
506
Valeo Financial Advisors
Indiana
$1.55M
AWM
507
Apollon Wealth Management
South Carolina
$1.53M
SC
508
Syon Capital
California
$1.52M
MAM
509
Mark Asset Management
New York
$1.51M
AIA
510
Affinity Investment Advisors
California
$1.51M
Envestnet Portfolio Solutions
511
Envestnet Portfolio Solutions
Illinois
$1.49M
LWAM
512
Legacy Wealth Asset Management
Minnesota
$1.49M
WPA
513
Wealth Preservation Advisors
Tennessee
$1.48M
PWM
514
Perigon Wealth Management
California
$1.48M
EWA
515
Emergent Wealth Advisors
New York
$1.47M
BFC
516
Bedel Financial Consulting
Indiana
$1.46M
WSC
517
Wellington Shields & Co
New York
$1.45M
CFP
518
Cascade Financial Partners
California
$1.44M
KeyBank National Association
519
KeyBank National Association
Ohio
$1.42M
BMSSC
520
B. Metzler seel. Sohn & Co
Germany
$1.41M
HWM
521
HB Wealth Management
Georgia
$1.41M
CWIG
522
Chung Wu Investment Group
Texas
$1.4M
VT
523
Vise Technologies
New York
$1.39M
FRA
524
Frank Rimerman Advisors
California
$1.39M
IWC
525
Integrated Wealth Concepts
Massachusetts
$1.38M