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Simon Property Group

1,196 hedge funds and large institutions have $48.9B invested in Simon Property Group in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 476 increasing their positions, 402 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 91

18% more repeat investments, than reductions

Existing positions increased: 476 | Existing positions reduced: 402

16% more call options, than puts

Call options by funds: $357M | Put options by funds: $307M

1% more funds holding

Funds holding: 1,1901,196 (+6)

0.46% more ownership

Funds ownership: 89.88%90.34% (+0.46%)

3% less capital invested

Capital invested by funds: $50.4B → $48.9B (-$1.5B)

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

Holders
1,196
Holders Change
+6
Holders Change %
+0.5%
% of All Funds
16.04%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.23%
New
111
Increased
476
Reduced
402
Closed
91
Calls
$357M
Puts
$307M
Net Calls
+$50.1M
Net Calls Change
+$94.5M
Name Holding Trade Value Shares
Change
Change in
Stake
UWS
701
Unique Wealth Strategies
Illinois
$530K +$25K +143 +5%
Capstone Investment Advisors
702
Capstone Investment Advisors
New York
$528K +$556K +3,179 New
PCP
703
Proficio Capital Partners
Massachusetts
$527K +$4.54K +26 +0.8%
SRL
704
Scientech Research LLC
New Jersey
$527K +$554K +3,172 New
GL
705
Graypoint LLC
New York
$527K -$22.2K -127 -4%
UAG
706
United Advisor Group
Ohio
$521K +$8.39K +48 +2%
FM
707
Foster & Motley
Ohio
$519K
FDS
708
First Dallas Securities
Texas
$515K
CK
709
Cohen Klingenstein
New York
$515K
RPC
710
Rossmore Private Capital
Connecticut
$515K +$69.9K +400 +15%
SWP
711
Sagespring Wealth Partners
Tennessee
$514K +$103K +589 +24%
CIA
712
Capital Investment Advisors
Georgia
$512K +$11.5K +66 +2%
ACA
713
Aptus Capital Advisors
Alabama
$512K +$118K +677 +28%
SS
714
Sunbelt Securities
Texas
$509K -$154K -879 -22%
DWM
715
Diversify Wealth Management
Utah
$507K +$35.1K +201 +7%
RBI
716
Raiffeisen Bank International
Austria
$505K +$231K +1,322 +75%
IAIM
717
International Assets Investment Management
Florida
$504K +$49.5K +283 +10%
SAM
718
Smartleaf Asset Management
Massachusetts
$503K +$46K +263 +9%
SMA
719
Sage Mountain Advisors
Georgia
$500K -$76.6K -438 -13%
SI
720
Stephens Inc
Arkansas
$499K -$31.1K -178 -6%
MIM
721
Merrion Investment Management
New Jersey
$498K
WCA
722
Westover Capital Advisors
Delaware
$498K
RBC
723
Roble Belko & Company
Pennsylvania
$498K
AGA
724
Accuvest Global Advisors
Utah
$498K +$524K +2,998 New
PWMAG
725
Pinnacle Wealth Management Advisory Group
New Jersey
$497K +$65.7K +376 +14%

SPG Hedge Fund Activity: Q1 2025 in Review

1,196 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q1 2025, worth a combined $48.9B — down 3% from $50.4B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new SPG positions and 91 closed out — a net gain of 20 holders — while 476 added to existing stakes and 402 trimmed.

The largest buyer was Capital World Investors, adding an estimated $860M. The largest seller was Cohen & Steers, cutting an estimated $924M.

  • 1,196 institutional investors held Simon Property Group (SPG) as of Q1 2025, up from 1,190 in Q4 2024.
  • Funds reported $48.9B of Simon Property Group stock for Q1 2025, down 3% quarter-over-quarter.
  • 111 funds opened new Simon Property Group positions in Q1 2025 and 91 closed out, a net change of +20 holders.
  • The largest Simon Property Group buyer in Q1 2025 was Capital World Investors, an estimated $860M added.
  • The largest Simon Property Group seller in Q1 2025 was Cohen & Steers, an estimated $924M sold.

Based on aggregated 13F filings for Q1 2025.