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Simon Property Group

1,198 hedge funds and large institutions have $54.2B invested in Simon Property Group in 2025 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 458 increasing their positions, 407 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% less funds holding

Funds holding: 1,1991,198 (-1)

0.52% less ownership

Funds ownership: 89.09%88.57% (-0.52%)

Holders
1,198
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
GCM
626
GKV Capital Management
California
$736K
BIA
627
Beacon Investment Advisors
Maryland
$735K
PWMAG
628
Pinnacle Wealth Management Advisory Group
New Jersey
$735K
IWM
629
IHT Wealth Management
Illinois
$734K
FTWA
630
Fifth Third Wealth Advisors
Ohio
$734K
DC
631
Davenport & Co
Virginia
$732K
JFG
632
JDM Financial Group
Texas
$717K
IF
633
Intrua Financial
Texas
$711K
SF
634
Summit Financial
New Jersey
$707K
TFA
635
Tobias Financial Advisors
Florida
$703K
RCI
636
RS Crum Inc
California
$699K
SVWAG
637
Sound View Wealth Advisors Group
Georgia
$697K
PCA
638
Pallas Capital Advisors
Massachusetts
$695K
LAM
639
L2 Asset Management
Massachusetts
$694K
AW
640
Alteri Wealth
California
$679K
SS
641
Sunbelt Securities
Texas
$675K
RIL
642
Rothschild Investment LLC
Illinois
$675K
NJIM
643
Nabity-Jensen Investment Management
Nebraska
$674K
AGP
644
Autumn Glory Partners
Texas
$673K
WA
645
Wealth Alliance
New York
$672K
BPC
646
Bearing Point Capital
Minnesota
$670K
Balyasny Asset Management
647
Balyasny Asset Management
Illinois
$663K
SC
648
Schulhoff & Co
Ohio
$663K
SWP
649
Sagespring Wealth Partners
Tennessee
$650K
PCA
650
Purkiss Capital Advisors
Connecticut
$649K