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Simon Property Group

1,198 hedge funds and large institutions have $54.2B invested in Simon Property Group in 2025 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 458 increasing their positions, 407 reducing their positions, and 104 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

0% less funds holding

Funds holding: 1,1991,198 (-1)

0.52% less ownership

Funds ownership: 89.09%88.57% (-0.52%)

Holders
1,198
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
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
MIM
676
Merrion Investment Management
New Jersey
$563K
WCA
677
Westover Capital Advisors
Delaware
$563K
RBC
678
Roble Belko & Company
Pennsylvania
$563K
OFG
679
Oxford Financial Group
Indiana
$563K
RIM
680
Rakuten Investment Management
Japan
$561K
OIAM
681
OFI Invest Asset Management
France
$561K
AWM
682
Adams Wealth Management
Utah
$561K
CI
683
CacheTech Inc
Utah
$561K
WG
684
Welch Group
Alabama
$558K
SA
685
Strategic Advocates
Utah
$553K
OWP
686
ORG Wealth Partners
Texas
$552K
FNBSF
687
First National Bank Sioux Falls
South Dakota
$551K
FC
688
Fulcrum Capital
Washington
$550K
BJL
689
Brighton Jones LLC
Washington
$549K
MSWMA
690
Market Street Wealth Management Advisors
Indiana
$547K
MWA
691
MFA Wealth Advisors
Pennsylvania
$544K
CVM
692
Cheviot Value Management
California
$542K
SI
693
Stephens Inc
Arkansas
$538K
TPCW
694
TD Private Client Wealth
New York
$537K
EWA
695
EverSource Wealth Advisors
Alabama
$536K
PTC
696
Private Trust Company
Ohio
$536K
MJRIC
697
Mogy Joel R Investment Counsel
California
$530K
LFA
698
Legacy Financial Advisors
Kentucky
$527K
MA
699
Mutual Advisors
Nebraska
$526K
JSSH
700
J. Safra Sarasin Holding
$525K