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Simon Property Group

1,283 hedge funds and large institutions have $54.3B invested in Simon Property Group in 2025 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 493 increasing their positions, 413 reducing their positions, and 74 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

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

0% less capital invested

Capital invested by funds: $54.4B → $54.3B (-$101M)

35% less call options, than puts

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

Holders
1,283
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
$290M
Puts
$450M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
701
Triad Wealth Partners
Kansas
$585K
CI
702
Cigna Investments
Connecticut
$581K
A
703
Argentarii
Ohio
$580K
WG
704
Welch Group
Alabama
$577K
HSA
705
HBK Sorce Advisory
Pennsylvania
$574K
CIA
706
Capital Investment Advisors
Georgia
$574K
CK
707
Cohen Klingenstein
New York
$574K
FDS
708
First Dallas Securities
Texas
$574K
CVM
709
Cheviot Value Management
California
$563K
OFG
710
Oxford Financial Group
Indiana
$562K
AWA
711
Arete Wealth Advisors
Illinois
$562K
NERM
712
New England Research & Management
Illinois
$557K
WCA
713
Westover Capital Advisors
Delaware
$555K
MIM
714
Merrion Investment Management
New Jersey
$555K
RBC
715
Roble Belko & Company
Pennsylvania
$555K
TPCW
716
TD Private Client Wealth
New York
$552K
EWA
717
EverSource Wealth Advisors
Alabama
$547K
TWC
718
TD Waterhouse Canada
Ontario, Canada
$546K
OWP
719
ORG Wealth Partners
Texas
$545K
MA
720
Mutual Advisors
Nebraska
$545K
RC
721
Rexford Capital
Texas
$545K
FNBSF
722
First National Bank Sioux Falls
South Dakota
$543K
FC
723
Fulcrum Capital
Washington
$542K
MSWMA
724
Market Street Wealth Management Advisors
Indiana
$541K
MWA
725
MFA Wealth Advisors
Pennsylvania
$536K