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Simon Property Group

1,286 hedge funds and large institutions have $54.3B invested in Simon Property Group in 2025 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 494 increasing their positions, 413 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 74

20% more repeat investments, than reductions

Existing positions increased: 494 | Existing positions reduced: 413

5% more funds holding

Funds holding: 1,2191,286 (+67)

0.96% more ownership

Funds ownership: 88.99%89.94% (+0.96%)

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

0% less capital invested

Capital invested by funds: $54.5B → $54.3B (-$150M)

35% less call options, than puts

Call options by funds: $290M | Put options by funds: $450M

Holders
1,286
Holders Change
+67
Holders Change %
+5.5%
% of All Funds
15.65%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
159
Increased
494
Reduced
413
Closed
74
Calls
$290M
Puts
$450M
Net Calls
-$159M
Net Calls Change
-$195M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
701
Waverly Advisors
Alabama
$586K +$116K +636 +25%
TWP
702
Triad Wealth Partners
Kansas
$585K +$74.5K +410 +15%
CI
703
Cigna Investments
Connecticut
$581K
A
704
Argentarii
Ohio
$580K
WG
705
Welch Group
Alabama
$577K +$25.4K +140 +5%
HSA
706
HBK Sorce Advisory
Pennsylvania
$574K +$12.5K +69 +2%
CIA
707
Capital Investment Advisors
Georgia
$574K +$9.63K +53 +2%
CK
708
Cohen Klingenstein
New York
$574K
FDS
709
First Dallas Securities
Texas
$574K
CVM
710
Cheviot Value Management
California
$563K
OFG
711
Oxford Financial Group
Indiana
$562K +$7.45K +41 +1%
AWA
712
Arete Wealth Advisors
Illinois
$562K -$4.54K -25 -0.8%
NERM
713
New England Research & Management
Illinois
$557K -$16.4K -90 -3%
MIM
714
Merrion Investment Management
New Jersey
$555K
WCA
715
Westover Capital Advisors
Delaware
$555K
RBC
716
Roble Belko & Company
Pennsylvania
$555K
TPCW
717
TD Private Client Wealth
New York
$552K +$21.6K +119 +4%
EWA
718
EverSource Wealth Advisors
Alabama
$547K +$17.4K +96 +3%
TWC
719
TD Waterhouse Canada
Ontario, Canada
$546K +$25.8K +142 +5%
OWP
720
ORG Wealth Partners
Texas
$545K +$363 +2 +0.1%
MA
721
Mutual Advisors
Nebraska
$545K
RC
722
Rexford Capital
Texas
$545K +$41.8K +230 +8%
FNBSF
723
First National Bank Sioux Falls
South Dakota
$543K
FC
724
Fulcrum Capital
Washington
$542K
MSWMA
725
Market Street Wealth Management Advisors
Indiana
$541K +$1.82K +10 +0.3%