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Simon Property Group

1,215 hedge funds and large institutions have $54.4B invested in Simon Property Group in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 463 increasing their positions, 413 reducing their positions, and 103 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

1% more funds holding

Funds holding: 1,2041,215 (+11)

0.21% less ownership

Funds ownership: 89.1%88.89% (-0.21%)

Holders
1,215
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
$397M
Puts
$361M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
626
Inspire Advisors
Idaho
$753K
MWM
627
Manske Wealth Management
Texas
$751K
SCA
628
Strathmore Capital Advisors
North Carolina
$750K
JIC
629
Joel Isaacson & Co
New York
$747K
VT
630
Vise Technologies
New York
$743K
WPC
631
White Pine Capital
Minnesota
$742K
GCM
632
GKV Capital Management
California
$736K
BIA
633
Beacon Investment Advisors
Maryland
$735K
PWMAG
634
Pinnacle Wealth Management Advisory Group
New Jersey
$735K
IWM
635
IHT Wealth Management
Illinois
$734K
FTWA
636
Fifth Third Wealth Advisors
Ohio
$734K
DC
637
Davenport & Co
Virginia
$732K
JFG
638
JDM Financial Group
Texas
$717K
IF
639
Intrua Financial
Texas
$711K
SF
640
Summit Financial
New Jersey
$707K
TFA
641
Tobias Financial Advisors
Florida
$703K
RCI
642
RS Crum Inc
California
$699K
SVWAG
643
Sound View Wealth Advisors Group
Georgia
$697K
SC
644
Savant Capital
Illinois
$696K
PCA
645
Pallas Capital Advisors
Massachusetts
$695K
LAM
646
L2 Asset Management
Massachusetts
$694K
AW
647
Alteri Wealth
California
$679K
SS
648
Sunbelt Securities
Texas
$675K
RIL
649
Rothschild Investment LLC
Illinois
$675K
NJIM
650
Nabity-Jensen Investment Management
Nebraska
$674K