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Simon Property Group
SPG

1,219 hedge funds and large institutions have $54.5B invested in Simon Property Group in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 467 increasing their positions, 413 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more funds holding in top 10

Funds holding in top 10: 17 → 25 (+8)

23% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 104

16% more capital invested

Capital invested by funds: $46.8B → $54.5B (+$7.68B)

13% more repeat investments, than reductions

Existing positions increased: 467 | Existing positions reduced: 413

10% more call options, than puts

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

1% more funds holding

Funds holding: 1,209 → 1,219 (+10)

0.2% less ownership

Funds ownership: 89.19% → 88.99% (-0.2%)

Holders
1,219
Holders Change
+10
Holders Change %
+0.83%
% of All Funds
16%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.33%
New
128
Increased
467
Reduced
413
Closed
104
Calls
$397M
Puts
$361M
Net Calls
+$35.8M
Net Calls Change
+$12.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.1B
2
Capital World Investors
Capital World Investors
California
+$449M
3
UBS Group
UBS Group
Switzerland
+$205M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$146M
5
Deutsche Bank
Deutsche Bank
Germany
+$112M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$285M
2
Citadel Advisors
Citadel Advisors
Florida
-$165M
3
BlackRock
BlackRock
New York
-$127M
4
AIM
Artemis Investment Management
United Kingdom
-$100M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$89.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
601
CFM Wealth Partners
Texas
$869K -$705K -4,084 -47%
CFP
602
Cascade Financial Partners
California
$866K +$38.3K +222 +5%
AFG
603
Atomi Financial Group
New York
$864K -$157K -911 -17%
FFA
604
Farther Finance Advisors
California
$860K +$181K +1,050 +30%
SFI
605
Siemens Fonds Invest
Germany
$854K -$10.2K -59 -1%
BP
606
Ballentine Partners
Massachusetts
$850K -$7.6K -44 -1%
VW
607
Veridan Wealth
Oregon
$846K +$779K +4,510 New
PHS
608
Pekin Hardy Strauss
Illinois
$843K – – –
BRWA
609
B. Riley Wealth Advisors
Florida
$838K -$72.3K -419 -9%
I
610
INVST
Indiana
$837K -$21.2K -123 -3%
CCA
611
Checchi Capital Advisers
California
$834K -$239K -1,382 -24%
HCMG
612
Howard Capital Management Group
California
$833K +$509K +2,949 +198%
LCM
613
LDR Capital Management
New York
$829K +$763K +4,419 New
PWMG
614
Prestige Wealth Management Group
New Jersey
$821K +$22.8K +132 +3%
MYAM
615
Meiji Yasuda Asset Management
Japan
$819K +$14.5K +84 +2%
WIA
616
World Investment Advisors
California
$816K -$1.38K -8 -0.2%
MFF
617
Michels Family Financial
Texas
$813K -$23.8K -138 -3%
MMG
618
Monetary Management Group
Missouri
$812K -$77.7K -450 -9%
HH
619
Hilltop Holdings
Texas
$799K -$32.8K -190 -4%
PA
620
Profund Advisors
Maryland
$783K -$57.1K -331 -7%
DWT
621
Dorsey & Whitney Trust
South Dakota
$772K -$36.4K -211 -5%
SIA
622
SkyView Investment Advisors
New Jersey
$766K -$6.56K -38 -0.9%
SAM
623
Smartleaf Asset Management
Massachusetts
$766K +$292K +1,694 +70%
FFWM
624
Future Financial Wealth Management
Ohio
$765K +$1.21K +7 +0.2%
SLI
625
Sumitomo Life Insurance
Japan
$764K -$28.5K -165 -4%
23 24
25
26 27

SPG Hedge Fund Activity: Q3 2025 in Review

1,219 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q3 2025, worth a combined $54.5B — up 16% from $46.8B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new SPG positions and 104 closed out — a net gain of 24 holders — while 467 added to existing stakes and 413 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.1B. The largest seller was Cohen & Steers, cutting an estimated $285M.

  • 1,219 institutional investors held Simon Property Group (SPG) as of Q3 2025, up from 1,209 in Q2 2025.
  • Funds reported $54.5B of Simon Property Group stock for Q3 2025, up 16% quarter-over-quarter.
  • 128 funds opened new Simon Property Group positions in Q3 2025 and 104 closed out, a net change of +24 holders.
  • The largest Simon Property Group buyer in Q3 2025 was Wellington Management Group, an estimated $1.1B added.
  • The largest Simon Property Group seller in Q3 2025 was Cohen & Steers, an estimated $285M sold.

Based on aggregated 13F filings for Q3 2025.