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Simon Property Group

1,184 hedge funds and large institutions have $54.2B invested in Simon Property Group in 2025 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 455 increasing their positions, 400 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

0.48% less ownership

Funds ownership: 89.02%88.54% (-0.48%)

1% less funds holding

Funds holding: 1,1951,184 (-11)

Holders
1,184
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
FTWA
626
Fifth Third Wealth Advisors
Ohio
$734K
DC
627
Davenport & Co
Virginia
$732K
JFG
628
JDM Financial Group
Texas
$717K
IF
629
Intrua Financial
Texas
$711K
SF
630
Summit Financial
New Jersey
$707K
TFA
631
Tobias Financial Advisors
Florida
$703K
RCI
632
RS Crum Inc
California
$699K
SVWAG
633
Sound View Wealth Advisors Group
Georgia
$697K
PCA
634
Pallas Capital Advisors
Massachusetts
$695K
LAM
635
L2 Asset Management
Massachusetts
$694K
AW
636
Alteri Wealth
California
$679K
SS
637
Sunbelt Securities
Texas
$675K
RIL
638
Rothschild Investment LLC
Illinois
$675K
NJIM
639
Nabity-Jensen Investment Management
Nebraska
$674K
AGP
640
Autumn Glory Partners
Texas
$673K
WA
641
Wealth Alliance
New York
$672K
BPC
642
Bearing Point Capital
Minnesota
$670K
Balyasny Asset Management
643
Balyasny Asset Management
Illinois
$663K
SC
644
Schulhoff & Co
Ohio
$663K
SWP
645
Sagespring Wealth Partners
Tennessee
$650K
PCA
646
Purkiss Capital Advisors
Connecticut
$649K
SMA
647
Sage Mountain Advisors
Georgia
$635K
YIM
648
Yoffe Investment Management
Pennsylvania
$635K
AIP
649
Ameritas Investment Partners
Nebraska
$634K
SACTSONJ
650
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$619K