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Simon Property Group

1,259 hedge funds and large institutions have $54B invested in Simon Property Group in 2025 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 484 increasing their positions, 411 reducing their positions, and 73 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 funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0.55% more ownership

Funds ownership: 88.86%89.41% (+0.55%)

1% less capital invested

Capital invested by funds: $54.4B → $54B (-$397M)

35% less call options, than puts

Call options by funds: $289M | Put options by funds: $446M

Holders
1,259
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
$289M
Puts
$446M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OTL
576
Oak Thistle LLC
New York
$1.01M
CIS
577
Custom Index Systems
New York
$1M
JSSH
578
J. Safra Sarasin Holding
$1M
GFM
579
GF Fund Management
China
$1M
AL
580
Aspiriant LLC
California
$996K
MWM
581
Meadowbrook Wealth Management
New York
$990K
EFG
582
Everhart Financial Group
Ohio
$989K
JWCA
583
J.W. Cole Advisors
Florida
$988K
WS
584
Wedbush Securities
California
$984K
UBS AM
585
UBS AM
Illinois
$981K
LWCFA
586
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$974K
VAS
587
Vestmark Advisory Solutions
Massachusetts
$953K
FPF
588
First Pacific Financial
Washington
$951K
DAS
589
Diversify Advisory Services
Utah
$948K
BRWA
590
B. Riley Wealth Advisors
Florida
$947K
AFG
591
Atomi Financial Group
New York
$943K
RCM
592
Radnor Capital Management
Pennsylvania
$942K
OAM
593
Oppenheimer Asset Management
New York
$938K
TA
594
TrueWealth Advisors
Alabama
$937K
GHAM
595
Gilman Hill Asset Management
Connecticut
$932K
AAI
596
American Assets Inc
California
$926K
PA
597
Parallel Advisors
California
$924K
SCA
598
Snowden Capital Advisors
New York
$923K
RIG
599
RiverFront Investment Group
Virginia
$909K
DC
600
Davenport & Co
Virginia
$907K