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Simon Property Group

1,259 hedge funds and large institutions have $54B invested in Simon Property Group in 2025 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 484 increasing their positions, 411 reducing their positions, and 73 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 in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0.55% more ownership

Funds ownership: 88.86%89.41% (+0.55%)

1% less capital invested

Capital invested by funds: $54.4B → $54B (-$397M)

35% less call options, than puts

Call options by funds: $289M | Put options by funds: $446M

Holders
1,259
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
$289M
Puts
$446M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPWP
676
Premier Path Wealth Partners
New Jersey
$637K
PE
677
PCM Encore
Colorado
$632K
UAG
678
United Advisor Group
Ohio
$627K
YIM
679
Yoffe Investment Management
Pennsylvania
$626K
MG
680
Mather Group
Illinois
$621K
JFG
681
JDM Financial Group
Texas
$620K
MCM
682
Monument Capital Management
Virginia
$616K
AIP
683
Ameritas Investment Partners
Nebraska
$615K
DWM
684
Diversify Wealth Management
Utah
$614K
ITG
685
Index Technologies Group
New York
$613K
PCIA
686
Prime Capital Investment Advisors
Kansas
$612K
SACTSONJ
687
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$611K
GS
688
GTS Securities
New York
$608K
TI
689
TTP Investments
California
$606K
SB
690
Strategic Blueprint
Georgia
$605K
FCM
691
Fourpath Capital Management
Oklahoma
$597K
CCA
692
Childress Capital Advisors
Texas
$596K
WA
693
WealthTrust Axiom
Pennsylvania
$592K
OIAM
694
OFI Invest Asset Management
France
$588K
WA
695
Waverly Advisors
Alabama
$586K
TWP
696
Triad Wealth Partners
Kansas
$585K
CI
697
Cigna Investments
Connecticut
$581K
A
698
Argentarii
Ohio
$580K
WG
699
Welch Group
Alabama
$577K
HSA
700
HBK Sorce Advisory
Pennsylvania
$574K