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Simon Property Group

1,196 hedge funds and large institutions have $46.7B invested in Simon Property Group in 2025 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 497 increasing their positions, 394 reducing their positions, and 94 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 ownership

Funds ownership:

more funds holding

Funds holding:

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)

1% less capital invested

Capital invested by funds: $47.4B → $46.7B (-$658M)

Holders
1,196
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$341M
Puts
$319M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
551
Merit Financial Group
Georgia
$1.09M
WSC
552
Wellington Shields & Co
New York
$1.08M
KeyBank National Association
553
KeyBank National Association
Ohio
$1.08M
CWM
554
Congress Wealth Management
Massachusetts
$1.07M
KIA
555
Knollwood Investment Advisory
Maryland
$1.07M
ACM
556
AlphaStar Capital Management
North Carolina
$1.04M
MM
557
MQS Management
New York
$1.04M
FRM
558
Fox Run Management
Connecticut
$1.04M
MSA
559
Marino Stram & Associates
Massachusetts
$1.02M
RPCONE
560
Retirement Planning Company of New England
Rhode Island
$1.01M
CFO
561
Callan Family Office
Pennsylvania
$1.01M
CA
562
Commerzbank Aktiengesellschaft
Germany
$1M
LNWWM
563
Laird Norton Wetherby Wealth Management
California
$1M
SAM
564
Shell Asset Management
Netherlands
$999K
SFA
565
Sequoia Financial Advisors
Ohio
$997K
SW
566
Solidarity Wealth
Utah
$992K
PWG
567
Portside Wealth Group
Utah
$986K
MCA
568
MSH Capital Advisors
Arizona
$983K
NG
569
Novem Group
New York
$977K
AWM
570
Apollon Wealth Management
South Carolina
$976K
SWM
571
Spire Wealth Management
Virginia
$948K
HWM
572
HB Wealth Management
Georgia
$948K
CCA
573
Checchi Capital Advisers
California
$937K
RWM
574
Ritholtz Wealth Management
New York
$935K
FDP
575
Financiere des Professionnels
Quebec, Canada
$933K