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Simon Property Group
SPG

1,219 hedge funds and large institutions have $54.5B invested in Simon Property Group in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 467 increasing their positions, 413 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more funds holding in top 10

Funds holding in top 10: 17 → 25 (+8)

23% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 104

16% more capital invested

Capital invested by funds: $46.8B → $54.5B (+$7.68B)

13% more repeat investments, than reductions

Existing positions increased: 467 | Existing positions reduced: 413

10% more call options, than puts

Call options by funds: $397M | Put options by funds: $361M

1% more funds holding

Funds holding: 1,209 → 1,219 (+10)

0.2% less ownership

Funds ownership: 89.19% → 88.99% (-0.2%)

Holders
1,219
Holders Change
+10
Holders Change %
+0.83%
% of All Funds
16%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.33%
New
128
Increased
467
Reduced
413
Closed
104
Calls
$397M
Puts
$361M
Net Calls
+$35.8M
Net Calls Change
+$12.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.1B
2
Capital World Investors
Capital World Investors
California
+$449M
3
UBS Group
UBS Group
Switzerland
+$205M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$146M
5
Deutsche Bank
Deutsche Bank
Germany
+$112M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$285M
2
Citadel Advisors
Citadel Advisors
Florida
-$165M
3
BlackRock
BlackRock
New York
-$127M
4
AIM
Artemis Investment Management
United Kingdom
-$100M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$89.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
FDS
676
First Dallas Securities
Texas
$582K – – –
NERM
677
New England Research & Management
Illinois
$582K – – –
SWM
678
Spire Wealth Management
Virginia
$579K -$506K -2,930 -49%
AWA
679
Arete Wealth Advisors
Illinois
$573K +$24.9K +144 +5%
CIA
680
Capital Investment Advisors
Georgia
$572K +$3.28K +19 +0.6%
DWM
681
Diversify Wealth Management
Utah
$568K +$29K +168 +6%
MG
682
Mather Group
Illinois
$567K +$1.21K +7 +0.2%
GS
683
GWN Securities
Florida
$565K -$139K -806 -21%
P
684
Pitcairn
Pennsylvania
$564K -$121K -700 -19%
MIM
685
Merrion Investment Management
New Jersey
$563K – – –
WCA
686
Westover Capital Advisors
Delaware
$563K – – –
RBC
687
Roble Belko & Company
Pennsylvania
$563K – – –
OFG
688
Oxford Financial Group
Indiana
$563K +$10.5K +61 +2%
RIM
689
Rakuten Investment Management
Japan
$561K +$828K +4,796 New
OIAM
690
OFI Invest Asset Management
France
$561K -$41.4K -240 -6%
AWM
691
Adams Wealth Management
Utah
$561K -$85.1K -493 -14%
CI
692
CacheTech Inc
Utah
$561K -$85.1K -493 -14%
WG
693
Welch Group
Alabama
$558K +$691 +4 +0.1%
SA
694
Strategic Advocates
Utah
$553K +$15.9K +92 +3%
OWP
695
ORG Wealth Partners
Texas
$552K -$6.21K -36 -1%
FNBSF
696
First National Bank Sioux Falls
South Dakota
$551K -$1.04K -6 -0.2%
FC
697
Fulcrum Capital
Washington
$550K +$40.9K +237 +9%
BJL
698
Brighton Jones LLC
Washington
$549K +$117K +679 +30%
MSWMA
699
Market Street Wealth Management Advisors
Indiana
$547K -$7.6K -44 -1%
MWA
700
MFA Wealth Advisors
Pennsylvania
$544K – – –
26 27
28
29 30

SPG Hedge Fund Activity: Q3 2025 in Review

1,219 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q3 2025, worth a combined $54.5B — up 16% from $46.8B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new SPG positions and 104 closed out — a net gain of 24 holders — while 467 added to existing stakes and 413 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.1B. The largest seller was Cohen & Steers, cutting an estimated $285M.

  • 1,219 institutional investors held Simon Property Group (SPG) as of Q3 2025, up from 1,209 in Q2 2025.
  • Funds reported $54.5B of Simon Property Group stock for Q3 2025, up 16% quarter-over-quarter.
  • 128 funds opened new Simon Property Group positions in Q3 2025 and 104 closed out, a net change of +24 holders.
  • The largest Simon Property Group buyer in Q3 2025 was Wellington Management Group, an estimated $1.1B added.
  • The largest Simon Property Group seller in Q3 2025 was Cohen & Steers, an estimated $285M sold.

Based on aggregated 13F filings for Q3 2025.