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Simon Property Group

1,272 hedge funds and large institutions have $54.3B invested in Simon Property Group in 2025 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 489 increasing their positions, 412 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 (-$161M)

35% less call options, than puts

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

Holders
1,272
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
HSA
701
HBK Sorce Advisory
Pennsylvania
$574K
CIA
702
Capital Investment Advisors
Georgia
$574K
FDS
703
First Dallas Securities
Texas
$574K
CK
704
Cohen Klingenstein
New York
$574K
CVM
705
Cheviot Value Management
California
$563K
OFG
706
Oxford Financial Group
Indiana
$562K
AWA
707
Arete Wealth Advisors
Illinois
$562K
NERM
708
New England Research & Management
Illinois
$557K
MIM
709
Merrion Investment Management
New Jersey
$555K
WCA
710
Westover Capital Advisors
Delaware
$555K
RBC
711
Roble Belko & Company
Pennsylvania
$555K
TPCW
712
TD Private Client Wealth
New York
$552K
EWA
713
EverSource Wealth Advisors
Alabama
$547K
TWC
714
TD Waterhouse Canada
Ontario, Canada
$546K
OWP
715
ORG Wealth Partners
Texas
$545K
MA
716
Mutual Advisors
Nebraska
$545K
RC
717
Rexford Capital
Texas
$545K
FNBSF
718
First National Bank Sioux Falls
South Dakota
$543K
FC
719
Fulcrum Capital
Washington
$542K
MSWMA
720
Market Street Wealth Management Advisors
Indiana
$541K
MWA
721
MFA Wealth Advisors
Pennsylvania
$536K
AWM
722
Adams Wealth Management
Utah
$531K
MCA
723
Magnolia Capital Advisors
Mississippi
$524K
MJRIC
724
Mogy Joel R Investment Counsel
California
$523K
NP
725
Nilsine Partners
Colorado
$523K