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Simon Property Group

1,198 hedge funds and large institutions have $54.2B invested in Simon Property Group in 2025 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 458 increasing their positions, 407 reducing their positions, and 104 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

0% less funds holding

Funds holding: 1,1991,198 (-1)

0.52% less ownership

Funds ownership: 89.09%88.57% (-0.52%)

Holders
1,198
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
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
LWCFA
576
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$943K
AAI
577
American Assets Inc
California
$938K
ECM
578
Evergreen Capital Management
Washington
$933K
AFCM
579
Applied Finance Capital Management
Puerto Rico
$933K
TGAM
580
TBH Global Asset Management
Tennessee
$930K
BAM
581
Belpointe Asset Management
Nevada
$925K
RIG
582
RiverFront Investment Group
Virginia
$920K
RIA
583
Regal Investment Advisors
Michigan
$918K
HWP
584
Highline Wealth Partners
California
$913K
NP
585
NorthRock Partners
Minnesota
$909K
CGL
586
Clarius Group LLC
Washington
$906K
CCP
587
Clough Capital Partners
Massachusetts
$901K
VAS
588
Vestmark Advisory Solutions
Massachusetts
$893K
EFG
589
Everhart Financial Group
Ohio
$891K
MCA
590
MSH Capital Advisors
Arizona
$888K
AI
591
Atom Investors
Texas
$888K
KIM
592
Kestra Investment Management
Texas
$884K
TCOV
593
Trust Company of Vermont
Vermont
$884K
TW
594
TritonPoint Wealth
Maryland
$883K
CWP
595
CFM Wealth Partners
Texas
$869K
CFP
596
Cascade Financial Partners
California
$866K
AFG
597
Atomi Financial Group
New York
$864K
FFA
598
Farther Finance Advisors
California
$860K
SFI
599
Siemens Fonds Invest
Germany
$854K
BP
600
Ballentine Partners
Massachusetts
$850K