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Simon Property Group

1,286 hedge funds and large institutions have $54.3B invested in Simon Property Group in 2025 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 494 increasing their positions, 413 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 74

20% more repeat investments, than reductions

Existing positions increased: 494 | Existing positions reduced: 413

5% more funds holding

Funds holding: 1,2191,286 (+67)

0.96% more ownership

Funds ownership: 88.99%89.94% (+0.96%)

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

0% less capital invested

Capital invested by funds: $54.5B → $54.3B (-$150M)

35% less call options, than puts

Call options by funds: $290M | Put options by funds: $450M

Holders
1,286
Holders Change
+67
Holders Change %
+5.5%
% of All Funds
15.65%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
159
Increased
494
Reduced
413
Closed
74
Calls
$290M
Puts
$450M
Net Calls
-$159M
Net Calls Change
-$195M
Name Holding Trade Value Shares
Change
Change in
Stake
AGP
676
Autumn Glory Partners
Texas
$664K
BPC
677
Bearing Point Capital
Minnesota
$661K
AWM
678
AE Wealth Management
Kansas
$658K +$156K +858 +32%
SC
679
Schulhoff & Co
Ohio
$654K
BBHC
680
Brown Brothers Harriman & Co
New York
$653K +$323K +1,777 +101%
PCA
681
Purkiss Capital Advisors
Connecticut
$641K +$1.09K +6 +0.2%
PPWP
682
Premier Path Wealth Partners
New Jersey
$637K +$36K +198 +6%
PE
683
PCM Encore
Colorado
$632K +$620K +3,414 New
UAG
684
United Advisor Group
Ohio
$627K +$33.2K +183 +6%
YIM
685
Yoffe Investment Management
Pennsylvania
$626K
MG
686
Mather Group
Illinois
$621K +$60.3K +332 +11%
JFG
687
JDM Financial Group
Texas
$620K -$85.8K -472 -12%
MCM
688
Monument Capital Management
Virginia
$616K +$190K +1,044 +46%
AIP
689
Ameritas Investment Partners
Nebraska
$615K -$9.81K -54 -2%
DWM
690
Diversify Wealth Management
Utah
$614K +$21.4K +118 +4%
ITG
691
Index Technologies Group
New York
$613K +$602K +3,312 New
PCIA
692
Prime Capital Investment Advisors
Kansas
$612K +$9.81K +54 +2%
SACTSONJ
693
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$611K
GS
694
GTS Securities
New York
$608K +$205K +1,130 +52%
TI
695
TTP Investments
California
$606K +$182 +1 +0%
SB
696
Strategic Blueprint
Georgia
$605K +$245K +1,348 +70%
FCM
697
Fourpath Capital Management
Oklahoma
$597K
CCA
698
Childress Capital Advisors
Texas
$596K +$234K +1,286 +66%
WA
699
WealthTrust Axiom
Pennsylvania
$592K
OIAM
700
OFI Invest Asset Management
France
$588K +$39.4K +217 +6%