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Simon Property Group

1,283 hedge funds and large institutions have $54.3B invested in Simon Property Group in 2025 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 493 increasing their positions, 413 reducing their positions, and 74 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

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

0% less capital invested

Capital invested by funds: $54.4B → $54.3B (-$101M)

35% less call options, than puts

Call options by funds: $290M | Put options by funds: $450M

Holders
1,283
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
$290M
Puts
$450M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
576
Independent Financial Group
California
$1.05M
CIS
577
Capital International Sarl
California
$1.05M
IRC
578
Investors Research Corp
Georgia
$1.03M
Vontobel Holding
579
Vontobel Holding
Switzerland
$1.03M
SLF
580
Sun Life Financial
Ontario, Canada
$1.01M
OTL
581
Oak Thistle LLC
New York
$1.01M
CIS
582
Custom Index Systems
New York
$1M
JSSH
583
J. Safra Sarasin Holding
$1M
GFM
584
GF Fund Management
China
$1M
AL
585
Aspiriant LLC
California
$996K
MWM
586
Meadowbrook Wealth Management
New York
$990K
EFG
587
Everhart Financial Group
Ohio
$989K
JWCA
588
J.W. Cole Advisors
Florida
$988K
WS
589
Wedbush Securities
California
$984K
UBS AM
590
UBS AM
Illinois
$981K
LWCFA
591
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$974K
VAS
592
Vestmark Advisory Solutions
Massachusetts
$953K
FPF
593
First Pacific Financial
Washington
$951K
DAS
594
Diversify Advisory Services
Utah
$948K
BRWA
595
B. Riley Wealth Advisors
Florida
$947K
AFG
596
Atomi Financial Group
New York
$943K
RCM
597
Radnor Capital Management
Pennsylvania
$942K
OAM
598
Oppenheimer Asset Management
New York
$938K
TA
599
TrueWealth Advisors
Alabama
$937K
GHAM
600
Gilman Hill Asset Management
Connecticut
$932K