SPG icon

Simon Property Group

1,184 hedge funds and large institutions have $54.2B invested in Simon Property Group in 2025 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 455 increasing their positions, 400 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

0.48% less ownership

Funds ownership: 89.02%88.54% (-0.48%)

1% less funds holding

Funds holding: 1,1951,184 (-11)

Holders
1,184
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
AWM
676
Adams Wealth Management
Utah
$561K
CI
677
CacheTech Inc
Utah
$561K
WG
678
Welch Group
Alabama
$558K
SA
679
Strategic Advocates
Utah
$553K
OWP
680
ORG Wealth Partners
Texas
$552K
FNBSF
681
First National Bank Sioux Falls
South Dakota
$551K
FC
682
Fulcrum Capital
Washington
$550K
BJL
683
Brighton Jones LLC
Washington
$549K
MSWMA
684
Market Street Wealth Management Advisors
Indiana
$547K
MWA
685
MFA Wealth Advisors
Pennsylvania
$544K
CVM
686
Cheviot Value Management
California
$542K
SI
687
Stephens Inc
Arkansas
$538K
TPCW
688
TD Private Client Wealth
New York
$537K
EWA
689
EverSource Wealth Advisors
Alabama
$536K
PTC
690
Private Trust Company
Ohio
$536K
MJRIC
691
Mogy Joel R Investment Counsel
California
$530K
LFA
692
Legacy Financial Advisors
Kentucky
$527K
MA
693
Mutual Advisors
Nebraska
$526K
JSSH
694
J. Safra Sarasin Holding
$525K
JSW
695
Journey Strategic Wealth
New Jersey
$524K
EW
696
Element Wealth
Mississippi
$522K
TWC
697
TD Waterhouse Canada
Ontario, Canada
$522K
LWA
698
Lantern Wealth Advisors
New York
$521K
TWP
699
Triad Wealth Partners
Kansas
$516K
LCM
700
Lazari Capital Management
California
$515K