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Simon Property Group

1,215 hedge funds and large institutions have $54.4B invested in Simon Property Group in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 463 increasing their positions, 413 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

10% more call options, than puts

Call options by funds: $397M | Put options by funds: $361M

1% more funds holding

Funds holding: 1,2041,215 (+11)

0.21% less ownership

Funds ownership: 89.1%88.89% (-0.21%)

Holders
1,215
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$397M
Puts
$361M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EI
576
Ellevest Inc
New York
$954K
CCM
577
Chilton Capital Management
Texas
$952K
IAS
578
Insigneo Advisory Services
Florida
$949K
PA
579
Parallel Advisors
California
$944K
LWCFA
580
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$943K
AAI
581
American Assets Inc
California
$938K
ECM
582
Evergreen Capital Management
Washington
$933K
AFCM
583
Applied Finance Capital Management
Puerto Rico
$933K
TGAM
584
TBH Global Asset Management
Tennessee
$930K
BAM
585
Belpointe Asset Management
Nevada
$925K
RIG
586
RiverFront Investment Group
Virginia
$920K
RIA
587
Regal Investment Advisors
Michigan
$918K
HWP
588
Highline Wealth Partners
California
$913K
NP
589
NorthRock Partners
Minnesota
$909K
CGL
590
Clarius Group LLC
Washington
$906K
CCP
591
Clough Capital Partners
Massachusetts
$901K
VAS
592
Vestmark Advisory Solutions
Massachusetts
$893K
EFG
593
Everhart Financial Group
Ohio
$891K
MCA
594
MSH Capital Advisors
Arizona
$888K
AI
595
Atom Investors
Texas
$888K
KIM
596
Kestra Investment Management
Texas
$884K
TCOV
597
Trust Company of Vermont
Vermont
$884K
TW
598
TritonPoint Wealth
Maryland
$883K
CWP
599
CFM Wealth Partners
Texas
$869K
CFP
600
Cascade Financial Partners
California
$866K