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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
AF
651
Allworth Financial
California
$664K +$192K +1,098 +35%
JIC
652
Joel Isaacson & Co
New York
$661K
BEI
653
Benjamin Edwards Inc
Missouri
$655K -$156K -893 -18%
PCIA
654
Prime Capital Investment Advisors
Kansas
$650K +$162K +927 +31%
EFG
655
Everhart Financial Group
Ohio
$644K +$55.9K +320 +9%
BIA
656
Beacon Investment Advisors
Maryland
$644K +$4.02K +23 +0.6%
TW
657
TritonPoint Wealth
Maryland
$642K +$10.3K +59 +2%
MWM
658
Manske Wealth Management
Texas
$641K -$106K -606 -14%
HH
659
Hilltop Holdings
Texas
$632K +$90.2K +516 +16%
FTWA
660
Fifth Third Wealth Advisors
Ohio
$631K +$28.3K +162 +4%
EI
661
Ellevest Inc
New York
$631K -$35.8K -205 -5%
WA
662
Wealth Alliance
New York
$627K +$660K +3,775 New
IFG
663
Independent Financial Group
California
$622K +$136K +778 +26%
TFA
664
Tobias Financial Advisors
Florida
$619K +$6.29K +36 +1%
RCI
665
RS Crum Inc
California
$618K
SFI
666
Siemens Fonds Invest
Germany
$617K +$33.2K +190 +5%
SF
667
Summit Financial
New Jersey
$616K +$1.92K +11 +0.3%
SVWAG
668
Sound View Wealth Advisors Group
Georgia
$603K -$232K -1,328 -27%
GL
669
GHE LLC
Tennessee
$603K
CAS
670
CTC Alternative Strategies
Illinois
$598K +$629K +3,600 New
AGP
671
Autumn Glory Partners
Texas
$595K +$153K +875 +32%
RIL
672
Rothschild Investment LLC
Illinois
$594K +$5.77K +33 +0.9%
MPAM
673
Murphy Pohlad Asset Management
Minnesota
$587K
PPWP
674
Premier Path Wealth Partners
New Jersey
$587K -$699 -4 -0.1%
BPC
675
Bearing Point Capital
Minnesota
$587K

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.