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Simon Property Group

1,272 hedge funds and large institutions have $54.3B invested in Simon Property Group in 2025 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 489 increasing their positions, 412 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 (-$161M)

35% less call options, than puts

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

Holders
1,272
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
SLF
576
Sun Life Financial
Ontario, Canada
$1.01M
OTL
577
Oak Thistle LLC
New York
$1.01M
CIS
578
Custom Index Systems
New York
$1M
JSSH
579
J. Safra Sarasin Holding
$1M
GFM
580
GF Fund Management
China
$1M
AL
581
Aspiriant LLC
California
$996K
MWM
582
Meadowbrook Wealth Management
New York
$990K
EFG
583
Everhart Financial Group
Ohio
$989K
JWCA
584
J.W. Cole Advisors
Florida
$988K
WS
585
Wedbush Securities
California
$984K
UBS AM
586
UBS AM
Illinois
$981K
LWCFA
587
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$974K
VAS
588
Vestmark Advisory Solutions
Massachusetts
$953K
FPF
589
First Pacific Financial
Washington
$951K
DAS
590
Diversify Advisory Services
Utah
$948K
BRWA
591
B. Riley Wealth Advisors
Florida
$947K
AFG
592
Atomi Financial Group
New York
$943K
RCM
593
Radnor Capital Management
Pennsylvania
$942K
OAM
594
Oppenheimer Asset Management
New York
$938K
TA
595
TrueWealth Advisors
Alabama
$937K
GHAM
596
Gilman Hill Asset Management
Connecticut
$932K
AAI
597
American Assets Inc
California
$926K
PA
598
Parallel Advisors
California
$924K
SCA
599
Snowden Capital Advisors
New York
$923K
WIA
600
World Investment Advisors
California
$921K