We are live on ! Find out more
SPG icon

Simon Property Group

1,196 hedge funds and large institutions have $48.9B invested in Simon Property Group in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 476 increasing their positions, 402 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 91

18% more repeat investments, than reductions

Existing positions increased: 476 | Existing positions reduced: 402

16% more call options, than puts

Call options by funds: $357M | Put options by funds: $307M

1% more funds holding

Funds holding: 1,1901,196 (+6)

0.46% more ownership

Funds ownership: 89.88%90.34% (+0.46%)

3% less capital invested

Capital invested by funds: $50.4B → $48.9B (-$1.5B)

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

Holders
1,196
Holders Change
+6
Holders Change %
+0.5%
% of All Funds
16.04%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.23%
New
111
Increased
476
Reduced
402
Closed
91
Calls
$357M
Puts
$307M
Net Calls
+$50.1M
Net Calls Change
+$94.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PWG
576
Portside Wealth Group
Utah
$956K +$231K +1,321 +30%
BP
577
Ballentine Partners
Massachusetts
$955K +$79.5K +455 +9%
CGL
578
Clarius Group LLC
Washington
$951K -$1.4K -8 -0.1%
SG
579
Sienna Gestion
France
$949K -$717K -4,102 -41%
WSC
580
Wellington Shields & Co
New York
$947K +$35K +200 +4%
OIA
581
OneDigital Investment Advisors
Kansas
$946K -$108K -620 -10%
RCM
582
Radnor Capital Management
Pennsylvania
$942K -$10.5K -60 -1%
BOTPPF
583
Board of the Pension Protection Fund
United Kingdom
$930K +$979K +5,600 New
IRC
584
Investors Research Corp
Georgia
$920K -$25.9K -148 -3%
P
585
Pitcairn
Pennsylvania
$917K -$765K -4,375 -44%
GCA
586
Genesee Capital Advisors
New York
$916K +$80.8K +462 +9%
AFCM
587
Applied Finance Capital Management
Puerto Rico
$915K +$22.7K +130 +2%
IIM
588
InTrack Investment Management
Vermont
$913K +$132K +757 +16%
PA
589
Parallel Advisors
California
$912K -$36.9K -211 -4%
S
590
SignatureFD
Georgia
$911K -$10.1K -58 -1%
RIA
591
Regal Investment Advisors
Michigan
$910K -$96.5K -552 -9%
AFP
592
Ausdal Financial Partners
Iowa
$910K +$54.4K +311 +6%
MSA
593
MUFG Securities Americas
New York
$902K +$157K +901 +20%
BC
594
Bridgefront Capital
Texas
$901K +$637K +3,646 +205%
JWCA
595
J.W. Cole Advisors
Florida
$895K +$942K +5,388 New
CIS
596
Capital International Sarl
California
$884K +$930K +5,321 New
GHAM
597
Gilman Hill Asset Management
Connecticut
$882K +$28.8K +165 +3%
MFG
598
MidWestOne Financial Group
Iowa
$881K -$599K -3,425 -39%
GI
599
GAMMA Investing
California
$877K -$9.09K -52 -1%
WA
600
WESPAC Advisors
California
$875K +$67.1K +384 +8%

SPG Hedge Fund Activity: Q1 2025 in Review

1,196 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q1 2025, worth a combined $48.9B — down 3% from $50.4B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new SPG positions and 91 closed out — a net gain of 20 holders — while 476 added to existing stakes and 402 trimmed.

The largest buyer was Capital World Investors, adding an estimated $860M. The largest seller was Cohen & Steers, cutting an estimated $924M.

  • 1,196 institutional investors held Simon Property Group (SPG) as of Q1 2025, up from 1,190 in Q4 2024.
  • Funds reported $48.9B of Simon Property Group stock for Q1 2025, down 3% quarter-over-quarter.
  • 111 funds opened new Simon Property Group positions in Q1 2025 and 91 closed out, a net change of +20 holders.
  • The largest Simon Property Group buyer in Q1 2025 was Capital World Investors, an estimated $860M added.
  • The largest Simon Property Group seller in Q1 2025 was Cohen & Steers, an estimated $924M sold.

Based on aggregated 13F filings for Q1 2025.