SPG icon

Simon Property Group

1,198 hedge funds and large institutions have $54.2B invested in Simon Property Group in 2025 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 458 increasing their positions, 407 reducing their positions, and 104 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

0% less funds holding

Funds holding: 1,1991,198 (-1)

0.52% less ownership

Funds ownership: 89.09%88.57% (-0.52%)

Holders
1,198
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
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
JSW
701
Journey Strategic Wealth
New Jersey
$524K
EW
702
Element Wealth
Mississippi
$522K
TWC
703
TD Waterhouse Canada
Ontario, Canada
$522K
LWA
704
Lantern Wealth Advisors
New York
$521K
TWP
705
Triad Wealth Partners
Kansas
$516K
LCM
706
Lazari Capital Management
California
$515K
WAC
707
William Allan Corp
Colorado
$515K
GCM
708
Gables Capital Management
Florida
$514K
PAM
709
Paradigm Asset Management
New York
$513K
RC
710
Rexford Capital
Texas
$509K
OGC
711
Oak Grove Capital
New Hampshire
$507K
AWM
712
AE Wealth Management
Kansas
$507K
WFC
713
Western Financial Corp
California
$503K
HSA
714
HBK Sorce Advisory
Pennsylvania
$501K
WAP
715
Wealthcare Advisory Partners
Pennsylvania
$499K
LCM
716
Landscape Capital Management
New Jersey
$498K
AIS
717
American Investment Services
Massachusetts
$498K
OIA
718
Optimum Investment Advisors
Illinois
$497K
LIM
719
Longfellow Investment Management
Massachusetts
$497K
DWP
720
Daymark Wealth Partners
Ohio
$489K
NP
721
Nilsine Partners
Colorado
$488K
OWA
722
Octavia Wealth Advisors
Ohio
$486K
SCM
723
Schnieders Capital Management
California
$484K
LS
724
Livforsakringsbolaget Skandia
Sweden
$479K
BIG
725
Brooklyn Investment Group
New York
$478K