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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
CIP
526
Convergence Investment Partners
Florida
$1.23M -$620K -3,922 -34%
SC
527
Syon Capital
California
$1.22M +$172K +1,091 +17%
BFC
528
Bedel Financial Consulting
Indiana
$1.22M
CWIG
529
Chung Wu Investment Group
Texas
$1.21M -$31.6K -200 -3%
GWMR
530
GC Wealth Management RIA
Massachusetts
$1.21M -$76K -481 -6%
DC
531
Davenport & Co
Virginia
$1.21M -$335K -2,121 -22%
FRA
532
Frank Rimerman Advisors
California
$1.2M -$55.3K -350 -4%
HCMT
533
Highland Capital Management (Tennessee)
Tennessee
$1.2M +$1.18M +7,438 New
Grantham, Mayo, Van Otterloo & Co (GMO)
534
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.18M +$103K +652 +10%
LFG
535
Larson Financial Group
Missouri
$1.18M +$95K +601 +9%
ECM
536
Everence Capital Management
Indiana
$1.18M -$468K -2,960 -29%
VAS
537
Vestmark Advisory Solutions
Massachusetts
$1.17M -$75.8K -480 -6%
OL
538
one8zero8 LLC
North Carolina
$1.17M -$97.5K -617 -8%
KA
539
Kintegral Advisory
New York
$1.16M -$1.58K -10 -0.1%
PWM
540
Perigon Wealth Management
California
$1.16M +$135K +856 +13%
CAM
541
Chesapeake Asset Management
New York
$1.16M -$790 -5 -0.1%
Assenagon Asset Management
542
Assenagon Asset Management
Luxembourg
$1.15M -$63.5K -402 -5%
TA
543
TrueWealth Advisors
Alabama
$1.15M -$15.8K -100 -1%
YLHM
544
Yelin Lapidot Holdings Management
Israel
$1.15M
WPC
545
Wedmont Private Capital
Pennsylvania
$1.15M +$10.7K +68 +1%
OIA
546
OneDigital Investment Advisors
Kansas
$1.14M +$218K +1,382 +24%
EWA
547
Emergent Wealth Advisors
New York
$1.13M +$81.1K +513 +8%
CCM
548
Coldstream Capital Management
Washington
$1.13M +$79.9K +506 +8%
SRA
549
Secured Retirement Advisors
Minnesota
$1.13M -$1.58K -10 -0.1%
GF
550
Gabelli Funds
New York
$1.13M

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.