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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
AGP
676
Autumn Glory Partners
Texas
$576K
BPC
677
Bearing Point Capital
Minnesota
$574K +$6.32K +40 +1%
PWMAG
678
Pinnacle Wealth Management Advisory Group
New Jersey
$574K +$91K +576 +19%
SC
679
Schulhoff & Co
Ohio
$573K +$26.1K +165 +5%
A
680
AlphaQuest
New York
$572K +$525K +3,323 +1,432%
HAG
681
HighPoint Advisor Group
Illinois
$569K +$10.7K +68 +2%
FFA
682
Farther Finance Advisors
California
$568K +$32.7K +207 +6%
WPC
683
White Pine Capital
Minnesota
$562K +$42.7K +270 +8%
ACI
684
Alpha Cubed Investments
California
$560K -$103K -651 -16%
AWM
685
Adams Wealth Management
Utah
$560K +$550K +3,481 New
CI
686
CacheTech Inc
Utah
$560K +$550K +3,481 New
Walleye Trading
687
Walleye Trading
New York
$556K +$547K +3,460 New
TI
688
TTP Investments
California
$556K -$8.67M -54,855 -94%
YIM
689
Yoffe Investment Management
Pennsylvania
$544K
AW
690
Alteri Wealth
California
$542K +$112K +712 +27%
EI
691
Ellevest Inc
New York
$540K -$69.2K -438 -12%
JFG
692
JDM Financial Group
Texas
$540K +$125K +794 +31%
CC
693
Centiva Capital
New York
$538K -$481K -3,046 -48%
PCIA
694
Prime Capital Investment Advisors
Kansas
$531K -$96.9K -613 -16%
SACTSONJ
695
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$531K
LAM
696
L2 Asset Management
Massachusetts
$530K +$135K +857 +35%
AIP
697
Ameritas Investment Partners
Nebraska
$530K -$14.5K -92 -3%
UWS
698
Unique Wealth Strategies
Illinois
$529K +$15.5K +98 +3%
PTC
699
Private Trust Company
Ohio
$527K -$16K -101 -3%
GVAG
700
Great Valley Advisor Group
Delaware
$527K -$3.65M -23,077 -88%

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.