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Simon Property Group

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: 1725 (+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: 1,2091,219 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
HAG
626
HighPoint Advisor Group
Illinois
$755K +$83.6K +484 +14%
VA
627
VestGen Advisors
Illinois
$755K +$694K +4,022 New
IA
628
Inspire Advisors
Idaho
$753K +$39.5K +229 +6%
MWM
629
Manske Wealth Management
Texas
$751K -$28K -162 -4%
SCA
630
Strathmore Capital Advisors
North Carolina
$750K -$37.3K -216 -5%
JIC
631
Joel Isaacson & Co
New York
$747K
VT
632
Vise Technologies
New York
$743K -$195K -1,129 -22%
WPC
633
White Pine Capital
Minnesota
$742K +$78.5K +455 +13%
GCM
634
GKV Capital Management
California
$736K +$8.63K +50 +1%
BIA
635
Beacon Investment Advisors
Maryland
$735K +$7.25K +42 +1%
PWMAG
636
Pinnacle Wealth Management Advisory Group
New Jersey
$735K +$59.6K +345 +10%
IWM
637
IHT Wealth Management
Illinois
$734K -$20.9K -121 -3%
FTWA
638
Fifth Third Wealth Advisors
Ohio
$734K +$35.7K +207 +6%
DC
639
Davenport & Co
Virginia
$732K -$625K -3,620 -48%
JFG
640
JDM Financial Group
Texas
$717K +$80.3K +465 +14%
IF
641
Intrua Financial
Texas
$711K +$294K +1,701 +81%
SF
642
Summit Financial
New Jersey
$707K -$1.73K -10 -0.3%
TFA
643
Tobias Financial Advisors
Florida
$703K -$5.01K -29 -0.8%
RCI
644
RS Crum Inc
California
$699K
SVWAG
645
Sound View Wealth Advisors Group
Georgia
$697K -$3.45K -20 -0.5%
SC
646
Savant Capital
Illinois
$696K +$1.73K +10 +0.3%
PCA
647
Pallas Capital Advisors
Massachusetts
$695K -$14.5K -84 -2%
LAM
648
L2 Asset Management
Massachusetts
$694K +$68.9K +399 +12%
AW
649
Alteri Wealth
California
$679K +$43.3K +251 +7%
SS
650
Sunbelt Securities
Texas
$675K -$59.6K -345 -9%

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.