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Simon Property Group

1,215 hedge funds and large institutions have $54.4B invested in Simon Property Group in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 463 increasing their positions, 413 reducing their positions, and 103 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

1% more funds holding

Funds holding: 1,2041,215 (+11)

0.21% less ownership

Funds ownership: 89.1%88.89% (-0.21%)

Holders
1,215
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
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
TPCW
701
TD Private Client Wealth
New York
$537K
EWA
702
EverSource Wealth Advisors
Alabama
$536K
PTC
703
Private Trust Company
Ohio
$536K
MJRIC
704
Mogy Joel R Investment Counsel
California
$530K
LFA
705
Legacy Financial Advisors
Kentucky
$527K
MA
706
Mutual Advisors
Nebraska
$526K
JSSH
707
J. Safra Sarasin Holding
$525K
JSW
708
Journey Strategic Wealth
New Jersey
$524K
EW
709
Element Wealth
Mississippi
$522K
TWC
710
TD Waterhouse Canada
Ontario, Canada
$522K
LWA
711
Lantern Wealth Advisors
New York
$521K
TWP
712
Triad Wealth Partners
Kansas
$516K
LCM
713
Lazari Capital Management
California
$515K
WAC
714
William Allan Corp
Colorado
$515K
GCM
715
Gables Capital Management
Florida
$514K
PAM
716
Paradigm Asset Management
New York
$513K
RC
717
Rexford Capital
Texas
$509K
OGC
718
Oak Grove Capital
New Hampshire
$507K
AWM
719
AE Wealth Management
Kansas
$507K
WFC
720
Western Financial Corp
California
$503K
HSA
721
HBK Sorce Advisory
Pennsylvania
$501K
WAP
722
Wealthcare Advisory Partners
Pennsylvania
$499K
LCM
723
Landscape Capital Management
New Jersey
$498K
AIS
724
American Investment Services
Massachusetts
$498K
OIA
725
Optimum Investment Advisors
Illinois
$497K