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Simon Property Group

1,215 hedge funds and large institutions have $54.4B invested in Simon Property Group in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 463 increasing their positions, 413 reducing their positions, and 103 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

1% more funds holding

Funds holding: 1,2041,215 (+11)

0.21% less ownership

Funds ownership: 89.1%88.89% (-0.21%)

Holders
1,215
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
$397M
Puts
$361M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
676
Spire Wealth Management
Virginia
$579K
AWA
677
Arete Wealth Advisors
Illinois
$573K
CIA
678
Capital Investment Advisors
Georgia
$572K
DWM
679
Diversify Wealth Management
Utah
$568K
MG
680
Mather Group
Illinois
$567K
GS
681
GWN Securities
Florida
$565K
P
682
Pitcairn
Pennsylvania
$564K
WCA
683
Westover Capital Advisors
Delaware
$563K
MIM
684
Merrion Investment Management
New Jersey
$563K
RBC
685
Roble Belko & Company
Pennsylvania
$563K
OFG
686
Oxford Financial Group
Indiana
$563K
RIM
687
Rakuten Investment Management
Japan
$561K
OIAM
688
OFI Invest Asset Management
France
$561K
CI
689
CacheTech Inc
Utah
$561K
AWM
690
Adams Wealth Management
Utah
$561K
WG
691
Welch Group
Alabama
$558K
SA
692
Strategic Advocates
Utah
$553K
OWP
693
ORG Wealth Partners
Texas
$552K
FNBSF
694
First National Bank Sioux Falls
South Dakota
$551K
FC
695
Fulcrum Capital
Washington
$550K
BJL
696
Brighton Jones LLC
Washington
$549K
MSWMA
697
Market Street Wealth Management Advisors
Indiana
$547K
MWA
698
MFA Wealth Advisors
Pennsylvania
$544K
CVM
699
Cheviot Value Management
California
$542K
SI
700
Stephens Inc
Arkansas
$538K