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Simon Property Group

1,272 hedge funds and large institutions have $54.3B invested in Simon Property Group in 2025 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 489 increasing their positions, 412 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

0% less capital invested

Capital invested by funds: $54.4B → $54.3B (-$161M)

35% less call options, than puts

Call options by funds: $290M | Put options by funds: $450M

Holders
1,272
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
$290M
Puts
$450M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
651
Sagespring Wealth Partners
Tennessee
$732K
HH
652
Hilltop Holdings
Texas
$730K
BIA
653
Beacon Investment Advisors
Maryland
$729K
FTWA
654
Fifth Third Wealth Advisors
Ohio
$729K
GCM
655
GKV Capital Management
California
$726K
SMA
656
Sage Mountain Advisors
Georgia
$725K
AW
657
Alteri Wealth
California
$715K
BFM
658
Boothbay Fund Management
New York
$712K
TFA
659
Tobias Financial Advisors
Florida
$704K
IA
660
Inspire Advisors
Idaho
$703K
RCI
661
RS Crum Inc
California
$690K
SVWAG
662
Sound View Wealth Advisors Group
Georgia
$687K
GS
663
GWN Securities
Florida
$687K
IWM
664
IHT Wealth Management
Illinois
$683K
SF
665
Summit Financial
New Jersey
$680K
PCA
666
Pallas Capital Advisors
Massachusetts
$672K
RIL
667
Rothschild Investment LLC
Illinois
$671K
SS
668
Sunbelt Securities
Texas
$668K
NJIM
669
Nabity-Jensen Investment Management
Nebraska
$665K
ACI
670
Alpha Cubed Investments
California
$664K
AGP
671
Autumn Glory Partners
Texas
$664K
BPC
672
Bearing Point Capital
Minnesota
$661K
AWM
673
AE Wealth Management
Kansas
$658K
SC
674
Schulhoff & Co
Ohio
$654K
BBHC
675
Brown Brothers Harriman & Co
New York
$653K