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Simon Property Group

1,209 hedge funds and large institutions have $46.8B invested in Simon Property Group in 2025 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 505 increasing their positions, 399 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 95

27% more repeat investments, than reductions

Existing positions increased: 505 | Existing positions reduced: 399

1% more funds holding

Funds holding: 1,1961,209 (+13)

7% more call options, than puts

Call options by funds: $341M | Put options by funds: $319M

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

4% less capital invested

Capital invested by funds: $48.9B → $46.8B (-$2.12B)

1.15% less ownership

Funds ownership: 90.34%89.19% (-1.2%)

Holders
1,209
Holders Change
+13
Holders Change %
+1.09%
% of All Funds
15.92%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
124
Increased
505
Reduced
399
Closed
95
Calls
$341M
Puts
$319M
Net Calls
+$23M
Net Calls Change
-$27.2M
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
651
IHT Wealth Management
Illinois
$648K -$37.1K -235 -6%
JIC
652
Joel Isaacson & Co
New York
$640K
BAM
653
Belpointe Asset Management
Nevada
$638K -$13.6K -86 -2%
EFG
654
Everhart Financial Group
Ohio
$634K +$10.1K +64 +2%
GS
655
GTS Securities
New York
$624K +$613K +3,879 New
GCM
656
GKV Capital Management
California
$622K -$1.68M -10,630 -73%
BIA
657
Beacon Investment Advisors
Maryland
$622K
WA
658
Wealth Alliance
New York
$618K +$11.1K +70 +2%
FC
659
Forte Capital
New York
$615K -$31.6K -200 -5%
GS
660
GWN Securities
Florida
$614K +$362K +2,292 +152%
A
661
Argentarii
Ohio
$610K -$419K -2,651 -41%
PCA
662
Pallas Capital Advisors
Massachusetts
$609K +$398K +2,522 +200%
IA
663
Inspire Advisors
Idaho
$608K +$46.6K +295 +8%
LCM
664
Landscape Capital Management
New Jersey
$608K +$598K +3,782 New
TFA
665
Tobias Financial Advisors
Florida
$607K +$7.27K +46 +1%
SF
666
Summit Financial
New Jersey
$607K +$10.7K +68 +2%
SVWAG
667
Sound View Wealth Advisors Group
Georgia
$600K +$16K +101 +3%
RCI
668
RS Crum Inc
California
$599K +$632 +4 +0.1%
P
669
Pitcairn
Pennsylvania
$596K -$287K -1,815 -33%
FTWA
670
Fifth Third Wealth Advisors
Ohio
$595K -$15.5K -98 -3%
SC
671
Savant Capital
Illinois
$594K +$43.1K +273 +8%
TW
672
TritonPoint Wealth
Maryland
$589K -$32.5K -206 -5%
SRL
673
Scientech Research LLC
New Jersey
$589K +$77.4K +490 +15%
JSSH
674
J. Safra Sarasin Holding
$586K -$923K -5,840 -62%
RIL
675
Rothschild Investment LLC
Illinois
$577K +$1.9K +12 +0.3%

SPG Hedge Fund Activity: Q2 2025 in Review

1,209 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q2 2025, worth a combined $46.8B — down 4.3% from $48.9B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new SPG positions and 95 closed out — a net gain of 29 holders — while 505 added to existing stakes and 399 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $262M. The largest seller was UBS AM, cutting an estimated $505M.

  • 1,209 institutional investors held Simon Property Group (SPG) as of Q2 2025, up from 1,196 in Q1 2025.
  • Funds reported $46.8B of Simon Property Group stock for Q2 2025, down 4.3% quarter-over-quarter.
  • 124 funds opened new Simon Property Group positions in Q2 2025 and 95 closed out, a net change of +29 holders.
  • The largest Simon Property Group buyer in Q2 2025 was JP Morgan Chase, an estimated $262M added.
  • The largest Simon Property Group seller in Q2 2025 was UBS AM, an estimated $505M sold.

Based on aggregated 13F filings for Q2 2025.