SPG icon

Simon Property Group

1,259 hedge funds and large institutions have $54B invested in Simon Property Group in 2025 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 484 increasing their positions, 411 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0.55% more ownership

Funds ownership: 88.86%89.41% (+0.55%)

1% less capital invested

Capital invested by funds: $54.4B → $54B (-$397M)

35% less call options, than puts

Call options by funds: $289M | Put options by funds: $446M

Holders
1,259
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
$289M
Puts
$446M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
701
Capital Investment Advisors
Georgia
$574K
FDS
702
First Dallas Securities
Texas
$574K
CK
703
Cohen Klingenstein
New York
$574K
CVM
704
Cheviot Value Management
California
$563K
OFG
705
Oxford Financial Group
Indiana
$562K
AWA
706
Arete Wealth Advisors
Illinois
$562K
NERM
707
New England Research & Management
Illinois
$557K
MIM
708
Merrion Investment Management
New Jersey
$555K
WCA
709
Westover Capital Advisors
Delaware
$555K
RBC
710
Roble Belko & Company
Pennsylvania
$555K
TPCW
711
TD Private Client Wealth
New York
$552K
EWA
712
EverSource Wealth Advisors
Alabama
$547K
TWC
713
TD Waterhouse Canada
Ontario, Canada
$546K
OWP
714
ORG Wealth Partners
Texas
$545K
MA
715
Mutual Advisors
Nebraska
$545K
RC
716
Rexford Capital
Texas
$545K
FNBSF
717
First National Bank Sioux Falls
South Dakota
$543K
FC
718
Fulcrum Capital
Washington
$542K
MSWMA
719
Market Street Wealth Management Advisors
Indiana
$541K
MWA
720
MFA Wealth Advisors
Pennsylvania
$536K
AWM
721
Adams Wealth Management
Utah
$531K
MCA
722
Magnolia Capital Advisors
Mississippi
$524K
MJRIC
723
Mogy Joel R Investment Counsel
California
$523K
NP
724
Nilsine Partners
Colorado
$523K
SAI
725
Savvy Advisors Inc
New York
$522K