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Simon Property Group
SPG

Overview Fund Activity

1,177 hedge funds and large institutions have $47.4B invested in Simon Property Group in 2025 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 470 increasing their positions, 393 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,177
Holders Change
–
Holders Change %
0%
% of All Funds
15.99%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.23%
New
109
Increased
470
Reduced
393
Closed
92
Calls
$357M
Puts
$307M
Net Calls
+$50.1M
Net Calls Change
+$94.5M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$818M
2
Principal Financial Group
Principal Financial Group
Iowa
+$304M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$197M
4
RC
Resolution Capital
Australia
+$93.8M
5
Goldman Sachs
Goldman Sachs
New York
+$78.5M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$878M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$146M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$115M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$113M
5
Invesco
Invesco
Georgia
-$92.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
701
Capital Investment Advisors
Georgia
$512K +$11K +66 +2%
ACA
702
Aptus Capital Advisors
Alabama
$512K +$112K +677 +28%
SS
703
Sunbelt Securities
Texas
$509K -$146K -879 -22%
DWM
704
Diversify Wealth Management
Utah
$507K +$31.5K +201 +7%
RBI
705
Raiffeisen Bank International
Austria
$505K +$217K +1,322 +75%
IAIM
706
International Assets Investment Management
Florida
$504K +$47K +283 +10%
SAM
707
Smartleaf Asset Management
Massachusetts
$503K +$43.2K +263 +9%
SMA
708
Sage Mountain Advisors
Georgia
$500K -$72.7K -438 -13%
SI
709
Stephens Inc
Arkansas
$499K -$29.6K -178 -6%
MIM
710
Merrion Investment Management
New Jersey
$498K – – –
WCA
711
Westover Capital Advisors
Delaware
$498K – – –
RBC
712
Roble Belko & Company
Pennsylvania
$498K – – –
AGA
713
Accuvest Global Advisors
Utah
$498K +$498K +2,998 New
PWMAG
714
Pinnacle Wealth Management Advisory Group
New Jersey
$497K +$62.4K +376 +14%
PI
715
PFG Investments
New York
$495K -$114K -689 -19%
FNBSF
716
First National Bank Sioux Falls
South Dakota
$492K – – –
SICM
717
Sustainable Insight Capital Management
New York
$490K +$33.2K +200 +7%
OFG
718
Oxford Financial Group
Indiana
$490K -$23.6K -142 -5%
AIS
719
American Investment Services
Massachusetts
$489K -$43.2K -260 -8%
MSWMA
720
Market Street Wealth Management Advisors
Indiana
$487K +$830 +5 +0.2%
JSC
721
Jackson Square Capital
California
$482K -$14.6K -88 -3%
WT
722
Washington Trust
Rhode Island
$481K – – –
MWA
723
MFA Wealth Advisors
Pennsylvania
$481K +$481K +2,898 New
OWP
724
ORG Wealth Partners
Texas
$476K +$476K +2,854 New
LIA
725
LS Investment Advisors
Michigan
$475K +$90.5K +545 +24%
27 28
29
30 31