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Simon Property Group

1,196 hedge funds and large institutions have $48.9B invested in Simon Property Group in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 476 increasing their positions, 402 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 91

18% more repeat investments, than reductions

Existing positions increased: 476 | Existing positions reduced: 402

16% more call options, than puts

Call options by funds: $357M | Put options by funds: $307M

1% more funds holding

Funds holding: 1,1901,196 (+6)

0.46% more ownership

Funds ownership: 89.88%90.34% (+0.46%)

3% less capital invested

Capital invested by funds: $50.4B → $48.9B (-$1.5B)

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

Holders
1,196
Holders Change
+6
Holders Change %
+0.5%
% of All Funds
16.04%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.23%
New
111
Increased
476
Reduced
402
Closed
91
Calls
$357M
Puts
$307M
Net Calls
+$50.1M
Net Calls Change
+$94.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
726
PFG Investments
New York
$495K -$120K -689 -19%
FNBSF
727
First National Bank Sioux Falls
South Dakota
$492K
SICM
728
Sustainable Insight Capital Management
New York
$490K +$35K +200 +7%
OFG
729
Oxford Financial Group
Indiana
$490K -$24.8K -142 -5%
AIS
730
American Investment Services
Massachusetts
$489K -$45.4K -260 -8%
MSWMA
731
Market Street Wealth Management Advisors
Indiana
$487K +$874 +5 +0.2%
JSC
732
Jackson Square Capital
California
$482K -$15.4K -88 -3%
WT
733
Washington Trust
Rhode Island
$481K
MWA
734
MFA Wealth Advisors
Pennsylvania
$481K +$507K +2,898 New
OWP
735
ORG Wealth Partners
Texas
$476K +$499K +2,854 New
LIA
736
LS Investment Advisors
Michigan
$475K +$95.3K +545 +24%
AWA
737
Arete Wealth Advisors
Illinois
$474K -$1.4K -8 -0.3%
LAIC
738
Lederer & Associates Investment Counsel
California
$473K -$9.26K -53 -2%
MJRIC
739
Mogy Joel R Investment Counsel
California
$469K
WA
740
WealthTrust Axiom
Pennsylvania
$465K +$140K +800 +40%
MCA
741
Magnolia Capital Advisors
Mississippi
$464K -$1.05K -6 -0.2%
OIA
742
Optimum Investment Advisors
Illinois
$462K
LCM
743
Lazari Capital Management
California
$459K -$34.6K -198 -7%
GJIA
744
Glass Jacobson Investment Advisors
Maryland
$455K
SA
745
Strategic Advocates
Utah
$450K -$5.77K -33 -1%
SIA
746
Schechter Investment Advisors
Michigan
$450K -$192K -1,097 -29%
OGC
747
Oak Grove Capital
New Hampshire
$448K -$157K -900 -25%
AW
748
Alteri Wealth
California
$441K +$80.6K +461 +21%
SCM
749
Schnieders Capital Management
California
$441K
PFC
750
Phocas Financial Corp
California
$440K -$9.96K -57 -2%

SPG Hedge Fund Activity: Q1 2025 in Review

1,196 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q1 2025, worth a combined $48.9B — down 3% from $50.4B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new SPG positions and 91 closed out — a net gain of 20 holders — while 476 added to existing stakes and 402 trimmed.

The largest buyer was Capital World Investors, adding an estimated $860M. The largest seller was Cohen & Steers, cutting an estimated $924M.

  • 1,196 institutional investors held Simon Property Group (SPG) as of Q1 2025, up from 1,190 in Q4 2024.
  • Funds reported $48.9B of Simon Property Group stock for Q1 2025, down 3% quarter-over-quarter.
  • 111 funds opened new Simon Property Group positions in Q1 2025 and 91 closed out, a net change of +20 holders.
  • The largest Simon Property Group buyer in Q1 2025 was Capital World Investors, an estimated $860M added.
  • The largest Simon Property Group seller in Q1 2025 was Cohen & Steers, an estimated $924M sold.

Based on aggregated 13F filings for Q1 2025.