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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
GFA
551
Gifford Fong Associates
California
$1.13M
RG
552
Renaissance Group
Kentucky
$1.12M -$44.6K -282 -4%
IIM
553
InTrack Investment Management
Vermont
$1.1M +$216K +1,368 +25%
MSA
554
MUFG Securities Americas
New York
$1.09M +$217K +1,371 +25%
MFG
555
Merit Financial Group
Georgia
$1.09M +$366K +2,314 +52%
WSC
556
Wellington Shields & Co
New York
$1.08M +$158K +1,000 +18%
KeyBank National Association
557
KeyBank National Association
Ohio
$1.08M +$55.9K +354 +6%
CWM
558
Congress Wealth Management
Massachusetts
$1.07M +$380K +2,404 +57%
KIA
559
Knollwood Investment Advisory
Maryland
$1.07M
ACM
560
AlphaStar Capital Management
North Carolina
$1.04M +$1.03M +6,497 New
MM
561
MQS Management
New York
$1.04M +$101K +637 +11%
FRM
562
Fox Run Management
Connecticut
$1.04M +$1.02M +6,453 New
MSA
563
Marino Stram & Associates
Massachusetts
$1.02M +$24.6K +156 +3%
RPCONE
564
Retirement Planning Company of New England
Rhode Island
$1.01M -$3.16K -20 -0.3%
CFO
565
Callan Family Office
Pennsylvania
$1.01M +$679K +4,299 +218%
CA
566
Commerzbank Aktiengesellschaft
Germany
$1M +$290K +1,835 +42%
LNWWM
567
Laird Norton Wetherby Wealth Management
California
$1M +$984K +6,225 New
SAM
568
Shell Asset Management
Netherlands
$999K -$17.1K -108 -2%
SFA
569
Sequoia Financial Advisors
Ohio
$997K -$7.74K -49 -0.8%
SW
570
Solidarity Wealth
Utah
$992K
PWG
571
Portside Wealth Group
Utah
$986K +$59.4K +376 +7%
MCA
572
MSH Capital Advisors
Arizona
$983K
NG
573
Novem Group
New York
$977K +$960K +6,077 New
AWM
574
Apollon Wealth Management
South Carolina
$976K -$414K -2,623 -30%
SWM
575
Spire Wealth Management
Virginia
$948K +$625K +3,957 +192%

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.