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Simon Property Group

1,196 hedge funds and large institutions have $48.9B invested in Simon Property Group in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 476 increasing their positions, 402 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 91

18% more repeat investments, than reductions

Existing positions increased: 476 | Existing positions reduced: 402

16% more call options, than puts

Call options by funds: $357M | Put options by funds: $307M

1% more funds holding

Funds holding: 1,1901,196 (+6)

0.46% more ownership

Funds ownership: 89.88%90.34% (+0.46%)

3% less capital invested

Capital invested by funds: $50.4B → $48.9B (-$1.5B)

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

Holders
1,196
Holders Change
+6
Holders Change %
+0.5%
% of All Funds
16.04%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.23%
New
111
Increased
476
Reduced
402
Closed
91
Calls
$357M
Puts
$307M
Net Calls
+$50.1M
Net Calls Change
+$94.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
626
Merit Financial Group
Georgia
$742K +$358K +2,049 +85%
HT
627
Heritage Trust
Oklahoma
$741K -$11.2K -64 -1%
1C
628
111 Capital
France
$740K +$491K +2,809 +170%
PS
629
Principal Securities
Iowa
$739K +$26.2K +150 +4%
HI
630
Horizon Investments
North Carolina
$738K +$38.8K +222 +5%
CA
631
Commerzbank Aktiengesellschaft
Germany
$731K +$61.4K +351 +9%
DWT
632
Dorsey & Whitney Trust
South Dakota
$727K +$50.3K +288 +7%
UFF
633
USA Financial Formulas
Michigan
$717K +$755K +4,317 New
PWMG
634
Prestige Wealth Management Group
New Jersey
$716K +$14.9K +85 +2%
IWM
635
IHT Wealth Management
Illinois
$709K -$25.9K -148 -3%
CWM
636
Congress Wealth Management
Massachusetts
$706K +$330K +1,887 +80%
MIF
637
Mediolanum International Funds
Ireland
$704K -$42.5K -243 -5%
CFP
638
Cascade Financial Partners
California
$699K +$518K +2,961 +237%
PA
639
Profund Advisors
Maryland
$697K -$167K -954 -19%
SIA
640
SkyView Investment Advisors
New Jersey
$690K +$53.8K +308 +8%
AWA
641
Alta Wealth Advisors
Massachusetts
$687K -$27.1K -155 -4%
ACI
642
Alpha Cubed Investments
California
$687K +$102K +585 +16%
HFM
643
Harvest Fund Management
China
$685K +$83.5K +478 +13%
IPW
644
Impact Partnership Wealth
Georgia
$685K -$137K -785 -16%
IA
645
IFP Advisors
Florida
$680K +$62.8K +359 +10%
TCOV
646
Trust Company of Vermont
Vermont
$678K +$5.42K +31 +0.8%
FFWM
647
Future Financial Wealth Management
Ohio
$675K +$6.29K +36 +0.9%
NJIM
648
Nabity-Jensen Investment Management
Nebraska
$675K
BAM
649
Belpointe Asset Management
Nevada
$673K -$2.62K -15 -0.4%
FC
650
Forte Capital
New York
$669K +$64.7K +370 +10%

SPG Hedge Fund Activity: Q1 2025 in Review

1,196 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q1 2025, worth a combined $48.9B — down 3% from $50.4B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new SPG positions and 91 closed out — a net gain of 20 holders — while 476 added to existing stakes and 402 trimmed.

The largest buyer was Capital World Investors, adding an estimated $860M. The largest seller was Cohen & Steers, cutting an estimated $924M.

  • 1,196 institutional investors held Simon Property Group (SPG) as of Q1 2025, up from 1,190 in Q4 2024.
  • Funds reported $48.9B of Simon Property Group stock for Q1 2025, down 3% quarter-over-quarter.
  • 111 funds opened new Simon Property Group positions in Q1 2025 and 91 closed out, a net change of +20 holders.
  • The largest Simon Property Group buyer in Q1 2025 was Capital World Investors, an estimated $860M added.
  • The largest Simon Property Group seller in Q1 2025 was Cohen & Steers, an estimated $924M sold.

Based on aggregated 13F filings for Q1 2025.