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Simon Property Group

1,192 hedge funds and large institutions have $46.7B invested in Simon Property Group in 2025 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 492 increasing their positions, 394 reducing their positions, and 93 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: $342M | 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 (-$661M)

Holders
1,192
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
$342M
Puts
$319M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
551
KeyBank National Association
Ohio
$1.08M
CWM
552
Congress Wealth Management
Massachusetts
$1.07M
KIA
553
Knollwood Investment Advisory
Maryland
$1.07M
ACM
554
AlphaStar Capital Management
North Carolina
$1.04M
MM
555
MQS Management
New York
$1.04M
FRM
556
Fox Run Management
Connecticut
$1.04M
MSA
557
Marino Stram & Associates
Massachusetts
$1.02M
RPCONE
558
Retirement Planning Company of New England
Rhode Island
$1.01M
CFO
559
Callan Family Office
Pennsylvania
$1.01M
CA
560
Commerzbank Aktiengesellschaft
Germany
$1M
LNWWM
561
Laird Norton Wetherby Wealth Management
California
$1M
SAM
562
Shell Asset Management
Netherlands
$999K
SFA
563
Sequoia Financial Advisors
Ohio
$997K
SW
564
Solidarity Wealth
Utah
$992K
PWG
565
Portside Wealth Group
Utah
$986K
MCA
566
MSH Capital Advisors
Arizona
$983K
NG
567
Novem Group
New York
$977K
AWM
568
Apollon Wealth Management
South Carolina
$976K
SWM
569
Spire Wealth Management
Virginia
$948K
HWM
570
HB Wealth Management
Georgia
$948K
CCA
571
Checchi Capital Advisers
California
$937K
RWM
572
Ritholtz Wealth Management
New York
$935K
FDP
573
Financiere des Professionnels
Quebec, Canada
$933K
GI
574
GAMMA Investing
California
$931K
AAA
575
Adams Asset Advisors
Texas
$931K