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Simon Property Group

1,272 hedge funds and large institutions have $54.3B invested in Simon Property Group in 2025 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 489 increasing their positions, 412 reducing their positions, and 74 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

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

0% less capital invested

Capital invested by funds: $54.4B → $54.3B (-$161M)

35% less call options, than puts

Call options by funds: $290M | Put options by funds: $450M

Holders
1,272
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
$290M
Puts
$450M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
501
Squarepoint
New York
$1.61M
FRM
502
Fox Run Management
Connecticut
$1.61M
SW
503
SteelPeak Wealth
California
$1.61M
IIM
504
InTrack Investment Management
Vermont
$1.6M
CIP
505
Convergence Investment Partners
Florida
$1.59M
KRSITF
506
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.58M
VFA
507
Valeo Financial Advisors
Indiana
$1.55M
AWM
508
Apollon Wealth Management
South Carolina
$1.53M
SC
509
Syon Capital
California
$1.52M
MAM
510
Mark Asset Management
New York
$1.51M
AIA
511
Affinity Investment Advisors
California
$1.51M
Envestnet Portfolio Solutions
512
Envestnet Portfolio Solutions
Illinois
$1.49M
LWAM
513
Legacy Wealth Asset Management
Minnesota
$1.49M
WPA
514
Wealth Preservation Advisors
Tennessee
$1.48M
PWM
515
Perigon Wealth Management
California
$1.48M
EWA
516
Emergent Wealth Advisors
New York
$1.47M
BFC
517
Bedel Financial Consulting
Indiana
$1.46M
WSC
518
Wellington Shields & Co
New York
$1.45M
CFP
519
Cascade Financial Partners
California
$1.44M
KeyBank National Association
520
KeyBank National Association
Ohio
$1.42M
BMSSC
521
B. Metzler seel. Sohn & Co
Germany
$1.41M
HWM
522
HB Wealth Management
Georgia
$1.41M
CWIG
523
Chung Wu Investment Group
Texas
$1.4M
VT
524
Vise Technologies
New York
$1.39M
FRA
525
Frank Rimerman Advisors
California
$1.39M