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Simon Property Group
SPG

Overview Fund Activity

1,177 hedge funds and large institutions have $47.4B invested in Simon Property Group in 2025 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 470 increasing their positions, 393 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,177
Holders Change
–
Holders Change %
0%
% of All Funds
15.99%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.23%
New
109
Increased
470
Reduced
393
Closed
92
Calls
$357M
Puts
$307M
Net Calls
+$50.1M
Net Calls Change
+$94.5M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$818M
2
Principal Financial Group
Principal Financial Group
Iowa
+$304M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$197M
4
RC
Resolution Capital
Australia
+$93.8M
5
Goldman Sachs
Goldman Sachs
New York
+$78.5M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$878M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$146M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$115M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$113M
5
Invesco
Invesco
Georgia
-$92.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
UFF
626
USA Financial Formulas
Michigan
$717K +$717K +4,317 New
PWMG
627
Prestige Wealth Management Group
New Jersey
$716K +$14.1K +85 +2%
IWM
628
IHT Wealth Management
Illinois
$709K -$24.6K -148 -3%
CWM
629
Congress Wealth Management
Massachusetts
$706K +$314K +1,887 +80%
MIF
630
Mediolanum International Funds
Ireland
$704K -$39.9K -243 -5%
CFP
631
Cascade Financial Partners
California
$699K +$492K +2,961 +237%
PA
632
Profund Advisors
Maryland
$697K -$158K -954 -19%
SIA
633
SkyView Investment Advisors
New Jersey
$690K +$51.1K +308 +8%
AWA
634
Alta Wealth Advisors
Massachusetts
$687K -$25.7K -155 -4%
ACI
635
Alpha Cubed Investments
California
$687K +$97.2K +585 +16%
HFM
636
Harvest Fund Management
China
$685K +$79.3K +478 +13%
IPW
637
Impact Partnership Wealth
Georgia
$685K -$130K -785 -16%
IA
638
IFP Advisors
Florida
$680K +$59.6K +359 +10%
TCOV
639
Trust Company of Vermont
Vermont
$678K +$5.15K +31 +0.8%
FFWM
640
Future Financial Wealth Management
Ohio
$675K +$5.98K +36 +0.9%
NJIM
641
Nabity-Jensen Investment Management
Nebraska
$675K – – –
BAM
642
Belpointe Asset Management
Nevada
$673K -$2.49K -15 -0.4%
FC
643
Forte Capital
New York
$669K +$61.5K +370 +10%
AF
644
Allworth Financial
California
$664K +$171K +1,098 +35%
JIC
645
Joel Isaacson & Co
New York
$661K – – –
BEI
646
Benjamin Edwards Inc
Missouri
$655K -$148K -893 -18%
PCIA
647
Prime Capital Investment Advisors
Kansas
$650K +$154K +927 +31%
EFG
648
Everhart Financial Group
Ohio
$644K +$53.1K +320 +9%
BIA
649
Beacon Investment Advisors
Maryland
$644K +$3.82K +23 +0.6%
TW
650
TritonPoint Wealth
Maryland
$642K +$9.8K +59 +2%
24 25
26
27 28