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Simon Property Group

1,209 hedge funds and large institutions have $46.8B invested in Simon Property Group in 2025 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 505 increasing their positions, 399 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 95

27% more repeat investments, than reductions

Existing positions increased: 505 | Existing positions reduced: 399

1% more funds holding

Funds holding: 1,1961,209 (+13)

7% more call options, than puts

Call options by funds: $341M | Put options by funds: $319M

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

4% less capital invested

Capital invested by funds: $48.9B → $46.8B (-$2.12B)

1.15% less ownership

Funds ownership: 90.34%89.19% (-1.2%)

Holders
1,209
Holders Change
+13
Holders Change %
+1.09%
% of All Funds
15.92%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
124
Increased
505
Reduced
399
Closed
95
Calls
$341M
Puts
$319M
Net Calls
+$23M
Net Calls Change
-$27.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Jacobs Levy Equity Management
701
Jacobs Levy Equity Management
New Jersey
$523K +$1.11K +7 +0.2%
CPCPP
702
Canada Post Corporation Pension Plan
Canada
$522K +$513K +3,246 New
GL
703
Graypoint LLC
New York
$521K +$11.4K +72 +2%
PCP
704
Proficio Capital Partners
Massachusetts
$521K +$10.3K +65 +2%
PPWP
705
Premier Path Wealth Partners
New Jersey
$520K -$47.9K -303 -9%
FCM
706
Fourpath Capital Management
Oklahoma
$518K
DWM
707
Diversify Wealth Management
Utah
$515K -$30K -190 -6%
PCA
708
Purkiss Capital Advisors
Connecticut
$515K +$291K +1,843 +135%
WA
709
WealthTrust Axiom
Pennsylvania
$514K +$63.2K +400 +14%
OIAM
710
OFI Invest Asset Management
France
$514K +$34.6K +219 +6%
UAG
711
United Advisor Group
Ohio
$509K +$5.06K +32 +1%
TC
712
TownSquare Capital
Utah
$506K -$4.87M -30,845 -91%
CI
713
Cigna Investments
Connecticut
$504K -$24.5K -155 -5%
FM
714
Foster & Motley
Ohio
$504K +$1.11K +7 +0.2%
SWP
715
Sagespring Wealth Partners
Tennessee
$503K +$5.37K +34 +1%
PF
716
Phoenix Financial
Israel
$502K +$494K +3,126 New
GCM
717
Gallacher Capital Management
Colorado
$502K +$493K +3,121 New
CK
718
Cohen Klingenstein
New York
$498K
FDS
719
First Dallas Securities
Texas
$498K
NERM
720
New England Research & Management
Illinois
$498K +$94K +595 +24%
BIG
721
Brooklyn Investment Group
New York
$492K +$128K +813 +36%
OWP
722
ORG Wealth Partners
Texas
$489K +$19.1K +121 +4%
CIA
723
Capital Investment Advisors
Georgia
$487K -$8.85K -56 -2%
SPC
724
Sigma Planning Corp
Michigan
$486K -$926K -5,861 -66%
MG
725
Mather Group
Illinois
$485K -$79.9K -506 -14%

SPG Hedge Fund Activity: Q2 2025 in Review

1,209 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q2 2025, worth a combined $46.8B — down 4.3% from $48.9B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new SPG positions and 95 closed out — a net gain of 29 holders — while 505 added to existing stakes and 399 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $262M. The largest seller was UBS AM, cutting an estimated $505M.

  • 1,209 institutional investors held Simon Property Group (SPG) as of Q2 2025, up from 1,196 in Q1 2025.
  • Funds reported $46.8B of Simon Property Group stock for Q2 2025, down 4.3% quarter-over-quarter.
  • 124 funds opened new Simon Property Group positions in Q2 2025 and 95 closed out, a net change of +29 holders.
  • The largest Simon Property Group buyer in Q2 2025 was JP Morgan Chase, an estimated $262M added.
  • The largest Simon Property Group seller in Q2 2025 was UBS AM, an estimated $505M sold.

Based on aggregated 13F filings for Q2 2025.